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Portfolio (Quarterly) Guide ↗

MAVERICK CAPITAL LTD

· CIK 0000934639
13F Portfolio $8.7B AUM 241 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 142 New 41 Added 51 Reduced 80 Exited
Page 5 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EQX EQUINOX GOLD CORP Basic Materials 69,510.0 $1.0M 0.01% NEW $14.44 -8.4%
82 TEX TEREX CORP NEW Industrials 16,845.0 $996K 0.01% NEW $59.10 +1.7%
83 ALC ALCON AG Healthcare 12,732.0 $959K 0.01% NEW $75.35 -12.4%
84 PENN PENN ENTERTAINMENT INC Consumer Cyclical 63,799.0 $959K 0.01% NEW $15.03 +7.8%
85 PII POLARIS INC Consumer Cyclical 17,569.0 $958K 0.01% NEW $54.50 +18.6%
86 LIVN LIVANOVA PLC Healthcare 15,044.0 $956K 0.01% NEW $63.56 +10.1%
87 AVNT AVIENT CORPORATION Basic Materials 25,650.0 $931K 0.01% NEW $36.30 -7.6%
88 ABM ABM INDS INC Industrials 23,998.0 $924K 0.01% NEW $38.52 +4.3%
89 CXT CRANE NXT CO Industrials 22,089.0 $897K 0.01% NEW $40.59 -5.9%
90 AR ANTERO RESOURCES CORP Energy 20,817.0 $883K 0.01% NEW $42.44 -9.6%
91 HUN HUNTSMAN CORP Basic Materials 65,283.0 $869K 0.01% NEW $13.31 +2.9%
92 BC BRUNSWICK CORP Consumer Cyclical 11,743.0 $854K 0.01% NEW $72.76 +5.1%
93 GTES GATES INDL CORP PLC Industrials 37,398.0 $846K 0.01% NEW $22.61 +7.9%
94 FIVE FIVE BELOW INC Consumer Cyclical 3,661.0 $836K 0.01% NEW $228.48 -6.5%
95 ACM AECOM Industrials 9,847.0 $835K 0.01% NEW $84.82 -15.7%
96 SIMO SILICON MOTION TECHNOLOGY CO Technology 7,369.0 $827K 0.01% NEW $112.29 +131.5%
97 MFC MANULIFE FINL CORP Financial Services 23,875.0 $823K 0.01% NEW $34.45 +9.0%
98 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,247.0 $820K 0.01% NEW $131.29 -0.7%
99 CRC CALIFORNIA RES CORP Energy 11,680.0 $808K 0.01% NEW $69.22 -11.7%
100 WERN WERNER ENTERPRISES INC Industrials 27,267.0 $802K 0.01% NEW $29.41 +26.9%
Page 5 of 8  ·  142 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Healthcare 22.1%
Consumer Cyclical 11.5%
Industrials 9.7%
Financial Services 9.6%
Consumer Defensive 5.1%
Basic Materials 4.1%
Communication Services 3.0%
Real Estate 2.2%
Utilities 2.2%