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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 8 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FITB FIFTH THIRD BANCORP Financial Services 22,341.0 $1.0M 0.01% NEW $46.46 +2.7%
142 LAZ LAZARD INC Financial Services 24,404.0 $1.0M 0.01% NEW $42.48 +8.2%
143 RNST RENASANT CORP Financial Services 27,863.0 $1.0M 0.01% NEW $36.13 +9.7%
144 EQX EQUINOX GOLD CORP Basic Materials 69,510.0 $1.0M 0.01% NEW $14.44 -0.5%
145 TEX TEREX CORP NEW Industrials 16,845.0 $996K 0.01% NEW $59.10 +8.1%
146 ALC ALCON AG Healthcare 12,732.0 $959K 0.01% NEW $75.35 -15.5%
147 PENN PENN ENTERTAINMENT INC Consumer Cyclical 63,799.0 $959K 0.01% NEW $15.03 +5.3%
148 PII POLARIS INC Consumer Cyclical 17,569.0 $958K 0.01% NEW $54.50 +21.4%
149 LIVN LIVANOVA PLC Healthcare 15,044.0 $956K 0.01% NEW $63.56 +12.8%
150 AVNT AVIENT CORPORATION Basic Materials 25,650.0 $931K 0.01% NEW $36.30 -7.0%
151 ABM ABM INDS INC Industrials 23,998.0 $924K 0.01% NEW $38.52 +2.2%
152 CXT CRANE NXT CO Industrials 22,089.0 $897K 0.01% NEW $40.59 -2.0%
153 AR ANTERO RESOURCES CORP Energy 20,817.0 $883K 0.01% NEW $42.44 -9.9%
154 HUN HUNTSMAN CORP Basic Materials 65,283.0 $869K 0.01% NEW $13.31 +7.5%
155 BC BRUNSWICK CORP Consumer Cyclical 11,743.0 $854K 0.01% NEW $72.76 +6.6%
156 GTES GATES INDL CORP PLC Industrials 37,398.0 $846K 0.01% NEW $22.61 +13.5%
157 FIVE FIVE BELOW INC Consumer Cyclical 3,661.0 $836K 0.01% NEW $228.48 -5.9%
158 ACM AECOM Industrials 9,847.0 $835K 0.01% NEW $84.82 -15.9%
159 SIMO SILICON MOTION TECHNOLOGY CO Technology 7,369.0 $827K 0.01% NEW $112.29 +135.0%
160 MFC MANULIFE FINL CORP Financial Services 23,875.0 $823K 0.01% NEW $34.45 +9.0%
Page 8 of 13  ·  241 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%