MAVERICK CAPITAL LTD — 13F holdings

MAVERICK CAPITAL LTD reported 179 holdings worth $11.3B in its 13F filing for Q2 2026, filed August 14, 2026.

Lee Ainslie's portfolio: holdings, buys and sells

Largest positions

  1. NU NU HLDGS LTD — $663M (5.9%)
  2. NVDA NVIDIA CORPORATION — $612M (5.4%)
  3. AMD ADVANCED MICRO DEVICES INC — $567M (5.0%)
  4. ALAB ASTERA LABS INC — $515M (4.6%)
  5. INTC Intel Corp — $512M (4.5%)
  6. GOOG ALPHABET INC — $510M (4.5%)
  7. AMZN AMAZON COM INC — $482M (4.3%)
  8. META META PLATFORMS INC — $430M (3.8%)
  9. GFL GFL ENVIRONMENTAL INC — $375M (3.3%)
  10. NTRA NATERA INC — $368M (3.3%)