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Funds (13F)

Maverick Capital Ltd

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+11.8%
S&P 500 +14.1%
Last 12 months
+7.0%
S&P 500 +12.1%
Sharpe ratio
0.53
S&P 500 0.78
Biggest drop
−57.7%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$43.9k
Maverick Capital LtdS&P 500 $10,000 in Maverick Capital Ltd from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Maverick Capital Ltd's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Maverick Capital Ltd's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+11.8%+14.1%
Total return+339%+470%
Last 12 months+7.0%+12.1%
Last 3 months−1.5%—
Last month−8.3%—
This year so far+5.7%—
Volatility a year21.7%16.0%
Sharpe ratio0.530.78
Biggest drop−57.7%−31.8%
Beta to the S&P 5001.111.00
Alpha a year (t-statistic)−2.3% (−0.65)—
Share of weeks up58%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
NVDA6.0%——
AMD5.6%——
ALAB5.1%——
INTC5.1%——
AMZN4.8%——
NU4.7%——
META4.3%——
NTRA3.6%——
TSM3.4%——
DKS3.3%——
MSFT3.1%——
RTX2.9%——
COF2.7%——
RGEN2.7%——
PM2.6%——
V2.5%——
BSX2.5%——
MNST2.5%——
DPC2.5%——
SNOW2.5%——
INSM2.3%——
SHW2.0%——
CPT1.9%——
VMC1.9%——
CVNA1.7%——
SWX1.7%——
KO1.6%——
PFGC1.4%——
VOYA1.2%——
NAMS1.1%——
TECH1.1%——
ROIV1.0%——
FLR1.0%——
MANE1.0%——
MIR0.9%——
PCVX0.9%——
NVO0.8%——
COMP0.7%——
MMSI0.7%——
BLTE0.6%——
QURE0.4%——
IVVD0.2%——
RCKT0.1%——
ABVX0.1%——
CLS0.1%——
PRGO0.1%——
MICC0.1%——
BG0.0%——
PRMB0.0%——
BNS0.0%——
SEB0.0%——
JJSF0.0%——
TPB0.0%——
MO0.0%——
COCO0.0%——
KVUE0.0%——
GUTS0.0%——
SJM0.0%——
EPC0.0%——
SPB0.0%——
ELAN0.0%——
PBH0.0%——
BTI0.0%——
ALC0.0%——
COTY0.0%——
AVGO0.0%——
KHC0.0%——
UTZ0.0%——
ASML0.0%——
REYN0.0%——
MU0.0%——
KDP0.0%——
TFII0.0%——
CNQ0.0%——
AMAT0.0%——
LRCX0.0%——
KLAC0.0%——
BUD0.0%——
TSN0.0%——
CSCO0.0%——
ARM0.0%——
SNDK0.0%——
GEV0.0%——
DELL0.0%——
MRVL0.0%——
PANW0.0%——
GLW0.0%——
HSY0.0%——
CAG0.0%——
WDC0.0%——
TXN0.0%——
STX0.0%——
ANET0.0%——
SU0.0%——
CRBU0.0%——
MFC0.0%——
APH0.0%——
CRWD0.0%——
ADI0.0%——
QCOM0.0%——
TER0.0%——
CVE0.0%——
ASX0.0%——
COHR0.0%——
MKSI0.0%——
LOGI0.0%——
LITE0.0%——
ENTG0.0%——
FLEX0.0%——
WPM0.0%——
STM0.0%——
MPWR0.0%——
PAAS0.0%——
MSI0.0%——
HPE0.0%——
KEYS0.0%——
Q0.0%——
CRDO0.0%——
ONTO0.0%——
UMC0.0%——
TEL0.0%——
AMKR0.0%——
JBL0.0%——
ON0.0%——
NVMI0.0%——
FORM0.0%——
UCTT0.0%——
ALGM0.0%——
TSEM0.0%——
MXL0.0%——
VICR0.0%——
MTSI0.0%——
NTAP0.0%——
ACMR0.0%——
LSCC0.0%——
ICHR0.0%——
MCHP0.0%——
GNRC0.0%——
FFIV0.0%——
AAOI0.0%——
SNX0.0%——
SIMO0.0%——
ESI0.0%——
MDLZ0.0%——
AEIS0.0%——
TTMI0.0%——
CAMT0.0%——
SANM0.0%——
RMBS0.0%——
LFUS0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+11.8%+14.1%0.530.78−57.7%1.11−2.3% (−0.65)
2018 onwards5 Jan 2018 to 2 Nov 2026+8.8%+13.9%0.350.66−57.7%1.13−4.6% (−0.93)
Last three years3 Nov 2023 to 2 Nov 2026+25.4%+21.8%1.071.16−23.7%1.12+1.8% (0.30)
Last year7 Nov 2025 to 2 Nov 2026+9.0%+14.2%0.360.84−13.8%1.11−5.0% (−0.51)
DateCompanyAction
21 Aug 2026WDCBought
21 Aug 2026VOYABought
21 Aug 2026VMCBought
21 Aug 2026VICRBought
21 Aug 2026VECOBought
21 Aug 2026UTZBought
21 Aug 2026UMCBought
21 Aug 2026TXNBought
21 Aug 2026TTMIBought
21 Aug 2026TSNBought
21 Aug 2026TSEMBought
21 Aug 2026TERBought
21 Aug 2026TELBought
21 Aug 2026STXBought
21 Aug 2026STMBought
21 Aug 2026SNXBought
21 Aug 2026SNOWBought
21 Aug 2026SNDKBought
21 Aug 2026SMTCBought
21 Aug 2026SLFBought
21 Aug 2026SANMBought
21 Aug 2026QCOMBought
21 Aug 2026QBought
21 Aug 2026PRGOBought
21 Aug 2026PFGCBought

Dated at the rebalance that made the change.

DateCompanyAction
21 Aug 2026WTSold
21 Aug 2026WMKSold
21 Aug 2026WINASold
21 Aug 2026WERNSold
21 Aug 2026WDFCSold
21 Aug 2026WCCSold
21 Aug 2026WALSold
21 Aug 2026UPSSold
21 Aug 2026UHALSold
21 Aug 2026TRVSold
21 Aug 2026TRUPSold
21 Aug 2026TRIPSold
21 Aug 2026TNLSold
21 Aug 2026TMUSSold
21 Aug 2026TKRSold
21 Aug 2026TJXSold
21 Aug 2026TGTSold
21 Aug 2026TEXSold
21 Aug 2026STZSold
21 Aug 2026STUBSold
21 Aug 2026SSBSold
21 Aug 2026SPOTSold
21 Aug 2026SNASold
21 Aug 2026SMASold
21 Aug 2026SIRISold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest