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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXTR EXTREME NETWORKS INC Technology 14,383.0 $466K 0.00% NEW $32.37 -30.9%
82 VECO VEECO INSTRS INC DEL Technology 6,133.0 $465K 0.00% NEW $75.80 -38.3%
83 DIOD DIODES INC Technology 3,919.0 $429K 0.00% NEW $109.44 -18.0%
84 SKYT SKYWATER TECHNOLOGY INC Technology 9,430.0 $328K 0.00% NEW $34.82 -6.8%
85 EL LAUDER ESTEE COS INC Consumer Defensive 3,202.0 $253K 0.00% NEW $78.95 +31.9%
86 SLF SUN LIFE FINANCIAL INC. Financial Services 2,981.0 $234K 0.00% NEW $78.43 +0.8%
Page 5 of 5  ·  86 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 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%