Maverick Capital, Ltd. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by MSFT (Microsoft Corporation) 6.71%, NVDA (NVIDIA Corporation) 6.71%, and AMZN (Amazon.com, Inc.) 6.63%, with sector exposure of Information Technology 22.06%, Consumer Discretionary 16.27%, and Health Care 16.20%. The baseline metrics show return 9.52%, alpha -2.02%, beta 0.91, Sharpe 0.55, Sortino 0.68, and max drawdown -52.93%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The strongest recent period was 2023-12-31 (14.29% strategy return, 4.96% benchmark, 9.33% excess, 34.30% turnover), while the weakest was 2025-12-31 (1.08% strategy return, 9.57% benchmark, -8.49% excess, 49.83% turnover). Those periods should be read alongside baseline metrics of return 9.52%, alpha -2.02%, beta 0.91, Sharpe 0.55, Sortino 0.68, and max drawdown -52.93% to judge whether returns came from persistent exposure or a narrow timing window.
Concentration is the first item to inspect: top 5 28.57%, top 10 46.18%, top 20 70.06%. The largest names are MSFT (Microsoft Corporation) 6.71%, NVDA (NVIDIA Corporation) 6.71%, AMZN (Amazon.com, Inc.) 6.63%, GOOGL (Alphabet Inc.) 4.32%, and PM (Philip Morris International Inc.) 4.20%, and the largest sector exposures are Information Technology 22.06%, Consumer Discretionary 16.27%, and Health Care 16.20%. If those exposures reverse, baseline performance can diverge sharply from a broad index.