StockDriftsStockDriftsTop 50 Maverick Capital Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.44% | 3.17M | $553.7M | +6.31%(+188.56K) | $101.92(+91.16%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.61% | 2.32M | $482.8M | -2.71%(-64.64K) | $170.15(+42.62%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.86% | 1.24M | $418.2M | -25.40%(-421.29K) | $211.29(+105.48%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 3.97% | 258.4K | $341.3M | -1.01%(-2.63K) | $921.05(+92.10%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 3.75% | 22.44M | $322.5M | +91.59%(+10.73M) | $11.46(+18.81%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 3.46% | 869.9K | $297.3M | -23.10%(-261.33K) | $230.86(+161.21%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.12% | 725.6K | $268.6M | -36.93%(-424.85K) | $430.31(-9.25%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.06% | 1.36M | $263.3M | -0.29%(-3.95K) | $156.80(+27.07%) | 2026-03-31 | |
| BSX | BOSTON SCIENTIFIC CORP | 3.06% | 4.20M | $263.2M | +42.48%(+1.25M) | $91.29(-50.55%) | 2026-03-31 | |
| AGX | ARGAN INC | 2.94% | 464.8K | $253.1M | +5.90%(+25.90K) | $299.34(+135.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.46% | +97.48% |
| Top 20 Holdings Unweighted | +28.72% | +113.28% |
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