Maverick Capital Q2 2026 13F: largest position changesMaverick Capital 2026年Q2 13F：重点持仓变化
📊 13F持仓｜Maverick Capital
截至2026年6月30日｜美股多头市值 $10.7B
重点增持
• 加仓 +44%｜超威半导体 (AMD)｜期末 $567M
• 加仓 +12%｜Astera Labs, Inc. Common Stock (ALAB)｜期末 $515M
• 加仓 +22%｜英特尔 (INTC)｜期末 $512M
重点减持
• 减仓 -42%｜台积电 (TSM)｜期末 $418M
• 减仓 -100%｜阿斯麦 (ASML)｜期末 $341M
• 减仓 -100%｜应用材料 (AMAT)｜期末 $297M
注：13F为季度末持仓快照，披露存在滞后。
---
📊 13F holdings | Maverick Capital
as of 2026-06-30 | reported long value $10.7B
Largest additions
• Shares +44% | Advanced Micro Devices, Inc. (AMD) | quarter-end $567M
• Shares +12% | Astera Labs, Inc. Common Stock (ALAB) | quarter-end $515M
• Shares +22% | Intel Corporation (INTC) | quarter-end $512M
Largest reductions
• Shares -42% | Taiwan Semiconductor Manufactu… (TSM) | quarter-end $418M
• Shares -100% | ASML Holding N.V. (ASML) | quarter-end $341M
• Shares -100% | Applied Materials, Inc. (AMAT) | quarter-end $297M
Note: 13F is a delayed quarter-end holdings snapshot.
📊 13F持仓｜Maverick Capital
截至2026年6月30日｜美股多头市值 $10.7B
重点增持
• 加仓 +44%｜超威半导体 (AMD)｜期末 $567M
• 加仓 +12%｜Astera Labs, Inc. Common Stock (ALAB)｜期末 $515M
• 加仓 +22%｜英特尔 (INTC)｜期末 $512M
重点减持
• 减仓 -42%｜台积电 (TSM)｜期末 $418M
• 减仓 -100%｜阿斯麦 (ASML)｜期末 $341M
• 减仓 -100%｜应用材料 (AMAT)｜期末 $297M
注：13F为季度末持仓快照，披露存在滞后。
---
📊 13F holdings | Maverick Capital
as of 2026-06-30 | reported long value $10.7B
Largest additions
• Shares +44% | Advanced Micro Devices, Inc. (AMD) | quarter-end $567M
• Shares +12% | Astera Labs, Inc. Common Stock (ALAB) | quarter-end $515M
• Shares +22% | Intel Corporation (INTC) | quarter-end $512M
Largest reductions
• Shares -42% | Taiwan Semiconductor Manufactu… (TSM) | quarter-end $418M
• Shares -100% | ASML Holding N.V. (ASML) | quarter-end $341M
• Shares -100% | Applied Materials, Inc. (AMAT) | quarter-end $297M
Note: 13F is a delayed quarter-end holdings snapshot.
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。