Maverick Capital’s MSCI MSCI Stock Holding History

Maverick Capital’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-481	Closed	-$270K	–	402
2024 Q1	$270K	Sell	481 -481	-50%	-$270K	0.01%	366
2023 Q4	$544K	Buy	962 +310	+48%	+$160K	0.01%	177
2023 Q3	$335K	Sell	652 -616	-49%	-$324K	0.01%	212
2023 Q2	$595K	Sell	1,268 -148	-10%	-$72.2K	0.01%	213
2023 Q1	$793K	Buy	1,416 +743	+110%	+$393K	0.02%	177
2022 Q4	$313K	Buy	673 +86	+15%	+$40K	0.01%	272
2022 Q3	$248K	Buy	+587	New	+$269K	0.01%	271
2022 Q1	–	Sell	-124	Closed	-$76K	–	321
2021 Q4	$76K	Sell	124 -135	-52%	-$84.7K	﹤0.01%	264
2021 Q3	$158K	Buy	259 +170	+191%	+$104K	﹤0.01%	551
2021 Q2	$47K	Sell	89 -79	-47%	-$37.7K	﹤0.01%	613
2021 Q1	$70K	Sell	168 -294	-64%	-$124K	﹤0.01%	618
2020 Q4	$206K	Sell	462 -4,152	-90%	-$1.63M	﹤0.01%	524
2020 Q3	$1.65M	Buy	4,614 +3,525	+324%	+$1.28M	0.03%	171
2020 Q2	$364K	Buy	+1,089	New	+$352K	0.01%	480

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return