13F filing recap · Q2 2026

What did Maverick Capital buy in Q2 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$11.08B

Positions

177

Estimated turnover

74.3%

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

METAMeta Platforms, Inc.$430.38Mreported value+764.0K shares DPCDpc Holdings Plc$251.52Mreported value+5.13M shares SNOWSnowflake Inc.$248.83Mreported value+977.7K shares INSMInsmed Incorporated$229.31Mreported value+2.15M shares VMCVulcan Materials Company$188.00Mreported value+637.3K shares PFGCPerformance Food Group Company$140.99Mreported value+1.26M shares VOYAVoya Financial, Inc.$119.87Mreported value+1.32M shares MANEVeradermics, Inc$97.12Mreported value+790.0K shares BLTEBelite Bio, Inc$61.03Mreported value+396.3K shares ABVXAbivax S.a.$5.33Mreported value+40.0K shares PRGOPerrigo Company Plc$4.66Mreported value+448.1K shares MICCMagnum Ice Cream Co N.v.$4.58Mreported value+263.3K shares JJSFJ&J Snack Foods Corp.$3.72Mreported value+50.6K shares BF.BBrown-Forman Corp$3.05Mreported value+114.3K shares PBHPrestige Consumer Healthcare Inc.$2.41Mreported value+51.0K shares AVGOBroadcom Inc.$2.17Mreported value+5.7K shares KHCKraft Heinz Co$2.16Mreported value+91.3K shares UTZUtz Brands, Inc.$1.95Mreported value+253.5K shares MUMicron Technology, Inc.$1.93Mreported value+1.7K shares LRCXLam Research Corporation$1.77Mreported value+4.1K shares KLACKla Corporation$1.69Mreported value+5.6K shares TSNTyson Foods, Inc.$1.62Mreported value+28.3K shares CSCOCisco Systems, Inc.$1.38Mreported value+11.7K shares ARMARM HOLDINGS PLC /UK$1.35Mreported value+3.8K shares SNDKSandisk Corp$1.31Mreported value+575 shares GEVGE Vernova Inc.$1.30Mreported value+1.1K shares DELLDell Technologies Inc.$1.27Mreported value+2.9K shares PANWPalo Alto Networks, Inc$1.25Mreported value+3.7K shares WDCWestern Digital Corporation$1.20Mreported value+1.9K shares TXNTexas Instruments Incorporated$1.17Mreported value+3.9K shares STXSeagate Technology Holdings Plc$1.17Mreported value+1.2K shares ANETArista Networks, Inc.$1.15Mreported value+6.8K shares APHAmphenol Corp /de/$1.13Mreported value+6.4K shares CRWDCrowdstrike Holdings, Inc.$1.11Mreported value+1.5K shares ADIAnalog Devices, Inc.$1.07Mreported value+2.7K shares QCOMQualcomm Inc/de$1.02Mreported value+5.5K shares TERTeradyne, Inc.$1.02Mreported value+2.1K shares ASXAse Technology Holding Co., Ltd.$944.5Kreported value+20.9K shares FLEXFlex Ltd.$857.2Kreported value+5.3K shares STMStmicroelectronics N.v.$824.5Kreported value+11.0K shares MPWRMonolithic Power Systems Inc$819.7Kreported value+593 shares MSIMotorola, Inc.$813.6Kreported value+2.0K shares HPEHewlett Packard Enterprise Company$802.8Kreported value+17.8K shares KEYSKeysight Technologies, Inc.$801.0Kreported value+2.3K shares QQnity Electronics, Inc.$799.6Kreported value+4.9K shares CRDOCredo Technology Group Holding Ltd$789.7Kreported value+2.9K shares ONTOOnto Innovation Inc.$785.3Kreported value+2.1K shares UMCUnited Microelectronics Corporation$782.5Kreported value+28.8K shares TELTe Connectivity Plc$776.4Kreported value+3.9K shares AMKRAmkor Technology, Inc.$764.0Kreported value+8.9K shares JBLJabil Inc$755.5Kreported value+2.0K shares ONOn Semiconductor Corporation$754.3Kreported value+8.0K shares NVMINova Ltd.$728.6Kreported value+1.3K shares FORMFormfactor, Inc.$728.3Kreported value+4.6K shares TSEMTower Semiconductor Ltd.$693.0Kreported value+2.7K shares MXLMaxlinear, Inc.$692.9Kreported value+5.4K shares VICRVicor Corporation$685.5Kreported value+1.8K shares MTSIMacom Technology Solutions Holdings, Inc.$681.6Kreported value+1.8K shares NTAPNetapp, Inc.$677.1Kreported value+4.4K shares ACMRAcm Research, Inc.$674.4Kreported value+5.3K shares LSCCLattice Semiconductor Corp$665.1Kreported value+4.3K shares MCHPMicrochip Technology Incorporated$657.1Kreported value+7.2K shares FFIVF5, Inc.$653.1Kreported value+1.6K shares SITMSitime Corporation$649.4Kreported value+871 shares SNXTD Synnex Corporation$619.4Kreported value+2.3K shares MDLZMondelez International, Inc.$602.2Kreported value+10.4K shares AEISAdvanced Energy Industries, Inc.$595.8Kreported value+1.6K shares TTMITtm Technologies Inc$590.2Kreported value+3.2K shares CAMTCamtek Ltd$588.9Kreported value+3.6K shares SANMSanmina Corporation$582.1Kreported value+2.3K shares LFUSLittelfuse Inc /de$550.9Kreported value+1.2K shares ARWArrow Electronics, Inc.$540.1Kreported value+2.5K shares AVTAvnet, Inc.$512.6Kreported value+5.8K shares LASRNlight, Inc.$510.5Kreported value+7.3K shares SMTCSemtech Corp$498.8Kreported value+3.1K shares ACLSAxcelis Technologies Inc$498.3Kreported value+2.6K shares KLICKulicke and Soffa Industries, Inc.$493.7Kreported value+3.7K shares CVLTCommvault Systems Inc$473.9Kreported value+3.3K shares EXTRExtreme Networks, Inc.$465.6Kreported value+14.4K shares VECOVeeco Instruments Inc.$464.9Kreported value+6.1K shares DIODDiodes Inc /del/$428.9Kreported value+3.9K shares SKYTSkywater Technology Inc$328.4Kreported value+9.4K shares ELEstee Lauder Companies Inc$252.8Kreported value+3.2K shares SLFSun Life Financial Inc.$233.8Kreported value+3.0K shares

Increased positions

AMDAdvanced Micro Devices Inc$567.16Mreported value+299.8K shares+44.3%ALABAstera Labs, Inc.$515.49Mreported value+111.9K shares+11.7%INTCIntel Corp$512.28Mreported value+673.4K shares+22.5%GOOGAlphabet Inc.$509.54Mreported value+569.4K shares

Reduced positions

NVDANvidia Corp$611.63Mreported value-118.1K shares-3.7%AMZNAmazon.com Inc$481.66Mreported value-297.1K shares-12.8%TSMTaiwan Semiconductor Manufacturing$339.91Mreported value-525.6K shares-42.5%VVisa Inc.$258.09Mreported value-54.7K shares

Exited positions

AGXArgan Inc$253.13Mprior reported value-464.8K shares-100.0%LINLinde Plc$211.25Mprior reported value-426.1K shares-100.0%INFQInfleqtion, Inc.$195.63Mprior reported value-19.94M shares-100.0%ABTAbbott Laboratories$180.51Mprior reported value-1.76M shares