13F filing recap · Q2 2022
What did Maverick Capital buy in Q2 2022?
Reported stock-position changes between this filing and the previous one.
Stock value
$3.99B
Positions
210
Estimated turnover
29.6%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
CRMSalesforce, Inc.$34.02Mreported value+206.1K sharesFERGFerguson Enterprises Inc.$30.09Mreported value+271.7K sharesIMGNImmunogen Inc$12.45Mreported value+2.77M sharesWIXWix.com Ltd.$5.24Mreported value+79.9K sharesJNPRJuniper Networks, Inc.$4.11Mreported value+144.3K sharesETSYEtsy, Inc$3.92Mreported value+53.5K sharesDGDollar General Corp$3.88Mreported value+15.8K sharesBBWIBath & Body Works, Inc.$3.37Mreported value+125.1K sharesCBRLCracker Barrel Old Country Store, Inc.$3.07Mreported value+36.8K sharesNCLHNorwegian Cruise Line Holdings Ltd.$3.03Mreported value+272.3K sharesHIBBHibbett Inc$2.86Mreported value+65.5K sharesGPCGenuine Parts Co$2.44Mreported value+18.3K sharesSHAKShake Shack Inc.$2.11Mreported value+53.3K sharesMNROMonro, Inc.$2.07Mreported value+48.2K sharesADSKAutodesk, Inc.$1.68Mreported value+9.8K sharesHDHome Depot, Inc.$1.61Mreported value+5.9K sharesBLMNBloomin’ Brands, Inc.$1.46Mreported value+87.8K sharesWHRWhirlpool Corp /de/$1.45Mreported value+9.4K sharesDPZDomino’s Pizza, Inc.$1.43Mreported value+3.7K sharesOXMOxford Industries, Inc.$1.19Mreported value+13.4K sharesCSCOCisco Systems, Inc.$1.16Mreported value+27.3K sharesWENWendy'S Co$1.16Mreported value+61.5K sharesGCOGenesco Inc.$1.15Mreported value+22.9K sharesGISGeneral Mills, Inc.$1.12Mreported value+14.8K sharesCAKEThe Cheesecake Factory Incorporated$1.04Mreported value+39.3K sharesTRIPTripadvisor, Inc.$950.0Kreported value+53.3K sharesGESGuess?, Inc.$885.0Kreported value+51.9K sharesJBLUJetblue Airways Corporation$836.0Kreported value+99.9K sharesNTNXNutanix, Inc.$817.0Kreported value+55.8K sharesUALUnited Airlines Holdings, Inc.$729.0Kreported value+20.6K sharesXOMExxon Mobil Corp.$721.0Kreported value+8.4K sharesNYTThe New York Times Company$667.0Kreported value+23.9K sharesCHSChico'S Fas, Inc.$651.0Kreported value+131.0K sharesMXLMaxlinear, Inc.$623.0Kreported value+18.3K sharesAAPAdvance Auto Parts, Inc.$606.0Kreported value+3.5K sharesBBWBuild-A-Bear Workshop Inc$579.0Kreported value+35.2K sharesEATBrinker International, Inc.$563.0Kreported value+25.6K sharesDINDine Brands Global, Inc.$554.0Kreported value+8.5K sharesCPRICapri Holdings Ltd$523.0Kreported value+12.8K sharesMDLZMondelez International, Inc.$495.0Kreported value+8.0K sharesEPCEdgewell Personal Care Company$491.0Kreported value+14.2K sharesWBDWarner Bros. Discovery, Inc.$454.0Kreported value+33.8K sharesPRTSCarparts.com, Inc.$438.0Kreported value+63.1K sharesCIThe Cigna Group$410.0Kreported value+1.6K sharesRHIRobert Half Inc.$393.0Kreported value+5.3K sharesSHOPShopify Inc.$313.0Kreported value+10.0K sharesTXRHTexas Roadhouse, Inc.$304.0Kreported value+4.1K sharesDBIDesigner Brands Inc.$299.0Kreported value+22.9K sharesSYNASynaptics Incorporated$291.0Kreported value+2.5K sharesYUMYum! Brands, Inc.$222.0Kreported value+2.0K sharesLSPDLightspeed Commerce Inc.$217.0Kreported value+9.7K sharesRRGBRed Robin Gourmet Burgers, Inc.$195.0Kreported value+24.3K sharesLYFTLyft, Inc.$177.0Kreported value+13.3K sharesPLYAPlaya Hotels & Resorts N.v.$93.0Kreported value+13.5K sharesWGHTQWw International Inc$75.0Kreported value+11.7K sharesGTEGran Tierra Energy Inc.$61.0Kreported value+52.8K sharesQRTEAQurate Retail, Inc.$36.0Kreported value+12.4K shares