MAVERICK CAPITAL LTD Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$4.7T

Holdings

390

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (390 positions)

StockValue
STNGSCORPIO TANKERS INC
$630.0M
RTXRAYTHEON TECHNOLOGIES CORP
$619.5M
DWDMORGAN STANLEY
$614.9M
AXPAMERICAN EXPRESS CO
$614.8M
CARGCARGURUS INC
$613.5M
NEENEXTERA ENERGY INC
$612.9M
QIAGEN NV
$609.3M
SMARGBPSMARTSHEET INC
$607.0M
FDXFEDEX CORP
$599.2M
CMECME GROUP INC
$597.9M
NOCNORTHROP GRUMMAN CORP
$597.1M
MSCIMSCI INC
$595.1M
TGNATEGNA INC
$588.9M
ACLSAXCELIS TECHNOLOGIES INC
$571.1M
USX1UNITED STATES STL CORP NEW
$563.5M
GFFGRIFFON CORP
$562.4M
GMGENERAL MTRS CO
$552.1M
RIGTRANSOCEAN LTD
$550.2M
TPHTRI POINTE HOMES INC
$546.6M
CARRCARRIER GLOBAL CORPORATION
$535.2M
LUVSOUTHWEST AIRLS CO
$533.3M
BLDTOPBUILD CORP
$531.2M
ALSNALLISON TRANSMISSION HLDGS I
$523.9M
MRSHMARSH & MCLENNAN COS INC
$523.6M
HLFHERBALIFE LTD
$521.8M
QTWOQ2 HLDGS INC
$518.7M
MNROMONRO INC
$515.1M
ATKRATKORE INC
$514.1M
TDCTERADATA CORP DEL
$512.0M
OXMOXFORD INDS INC
$511.8M
WABWABTEC
$509.7M
TMHCTAYLOR MORRISON HOME CORP
$500.0M
VEEVVEEVA SYS INC
$498.9M
T7DTRANSDIGM GROUP INC
$495.4M
GOOGALPHABET INC
$491.7M
GMS1EURGMS INC
$489.4M
PSXPHILLIPS 66
$488.3M
HRLHORMEL FOODS CORP
$487.6M
ASMLASML HOLDING N V
$484.1M
PARRPAR PAC HOLDINGS INC
$483.1M
GOGROCERY OUTLET HLDG CORP
$479.9M
SKYSKYLINE CHAMPION CORPORATION
$479.5M
COFCAPITAL ONE FINL CORP
$478.7M
UNPUNION PAC CORP
$478.6M
APPFAPPFOLIO INC
$477.2M
ZIPZIPRECRUITER INC
$470.9M
ICEINTERCONTINENTAL EXCHANGE IN
$466.7M
HUBSHUBSPOT INC
$464.0M
CNRCANADIAN NATL RY CO
$463.9M
SYKSTRYKER CORPORATION
$463.4M
PCARPACCAR INC
$456.9M
ENVAENOVA INTL INC
$456.4M
RRCRANGE RES CORP
$455.2M
CWCURTISS WRIGHT CORP
$452.4M
TFINTRIUMPH FINANCIAL INC
$451.2M
CALMCAL MAINE FOODS INC
$450.2M
CLVTCLARIVATE PLC
$448.7M
ALLEALLEGION PLC
$446.1M
MTHMERITAGE HOMES CORP
$445.9M
BWXTBWX TECHNOLOGIES INC
$443.8M
PATHUIPATH INC
$438.9M
ROLROLLINS INC
$438.7M
SFSTIFEL FINL CORP
$435.7M
DAYCERIDIAN HCM HLDG INC
$434.0M
AONAON PLC
$432.2M
BCOBRINKS CO
$431.7M
MURMURPHY OIL CORP
$431.4M
QLYSQUALYS INC
$430.5M
UHSUNIVERSAL HLTH SVCS INC
$428.7M
PBFPBF ENERGY INC
$428.0M
CEIXEURCONSOL ENERGY INC NEW
$426.8M
B7SBROOKDALE SR LIVING INC
$420.0M
USBUS BANCORP DEL
$420.0M
PSTGPURE STORAGE INC
$415.8M
IARTINTEGRA LIFESCIENCES HLDGS C
$415.2M
PCTYPAYLOCITY HLDG CORP
$410.0M
TRTN-PATRITON INTL LTD
$409.0M
MTARCELORMITTAL SA LUXEMBOURG
$407.6M
EWEDWARDS LIFESCIENCES CORP
$407.3M
MANHMANHATTAN ASSOCIATES INC
$406.6M
FROFRONTLINE PLC
$406.4M
IDXXIDEXX LABS INC
$406.3M
SLMSLM CORP
$404.7M
PFSIPENNYMAC FINL SVCS INC NEW
$404.2M
SCCOSOUTHERN COPPER CORP
$404.1M
STLASTELLANTIS N.V
$402.5M
AXNX*AXONICS INC
$401.4M
MCKMCKESSON CORP
$397.0M
DXCDXC TECHNOLOGY CO
$395.8M
EQHEQUITABLE HLDGS INC
$394.5M
VISNCOMMSCOPE HLDG CO INC
$393.4M
FFORD MTR CO DEL
$393.0M
CZRCAESARS ENTERTAINMENT INC NE
$390.7M
ALLYALLY FINL INC
$390.6M
AGCOAGCO CORP
$390.2M
SYFSYNCHRONY FINANCIAL
$390.0M
GWREGUIDEWIRE SOFTWARE INC
$386.5M
CFRCULLEN FROST BANKERS INC
$383.6M
ROKUROKU INC
$381.3M
TEVATEVA PHARMACEUTICAL INDS LTD
$380.9M
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