Maverick Capital Ltd. established long positions in Google C and Applied Materials in Q4.
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Glonghui, February 14｜The 13F report shows: Maverick Capital Ltd. established long positions in Google C, Applied Materials, Boston Scientific, Visa, and Camden Property in the fourth quarter. Increased holdings in TSMC, Nvidia, GFL Environment, and Carvana. Fully exited Kenvue, Bank of America, AMD, Danaher, and Insmed. Reduced holdings in Nubank, Disney, Merit Medical, Acadia Health, and Sherwin-Williams. Major holdings include Nvidia, Microsoft, Amazon, TSMC, and Google C.
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