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Portfolio (Quarterly) Guide ↗

MAVERICK CAPITAL LTD

· CIK 0000934639
13F Portfolio $11.3B AUM 179 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 86 New 49 Added 40 Reduced 148 Exited
Page 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 TRV TRAVELERS COMPANIES INC Financial Services 1,305 $381K 0.00% SOLD
142 CELH CELSIUS HLDGS INC Consumer Defensive 10,424 $370K 0.00% SOLD
143 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,373 $356K 0.00% SOLD
144 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 11,036 $297K 0.00% SOLD
145 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 37,663 $257K 0.00% SOLD
146 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 8,935 $251K 0.00% SOLD
147 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,717 $250K 0.00% SOLD
148 BYRN BYRNA TECHNOLOGIES INC Industrials 18,430 $169K 0.00% SOLD
Page 8 of 8  ·  148 positions
Sector Allocation
Technology 31.9%
Healthcare 18.5%
Financial Services 11.2%
Consumer Cyclical 9.7%
Consumer Defensive 8.6%
Industrials 8.5%
Communication Services 4.2%
Basic Materials 3.8%
Real Estate 1.9%
Utilities 1.7%