Maverick Capital’s S&P Global SPGI Stock Holding History

Maverick Capital’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,198	Closed	-$632K	–	317
2025 Q2	$632K	Hold	1,198	–	–	0.01%	215
2025 Q1	$609K	Buy	1,198 +639	+114%	+$327K	0.01%	196
2024 Q4	$278K	Sell	559 -1,797	-76%	-$912K	0.01%	196
2024 Q3	$1.22M	Buy	+2,356	New	+$1.17M	0.02%	188
2023 Q4	–	Sell	-698	Closed	-$255K	–	448
2023 Q3	$255K	Buy	+698	New	+$274K	0.01%	249
2022 Q1	–	Sell	-145	Closed	-$68K	–	359
2021 Q4	$68K	Sell	145 -612	-81%	-$280K	﹤0.01%	279
2021 Q3	$322K	Sell	757 -1,004	-57%	-$435K	﹤0.01%	486
2021 Q2	$723K	Buy	+1,761	New	+$677K	0.01%	350
2018 Q3	–	Sell	-52,340	Closed	-$10.7M	–	284
2018 Q2	$10.7M	Sell	52,340 -12,000	-19%	-$2.37M	0.12%	73
2018 Q1	$12.3M	Buy	64,340 +15,470	+32%	+$2.86M	0.16%	74
2017 Q4	$8.28M	Buy	48,870 +17,090	+54%	+$2.79M	0.1%	79
2017 Q3	$4.97M	Buy	31,780 +4,680	+17%	+$711K	0.06%	78
2017 Q2	$3.96M	Buy	27,100 +5,220	+24%	+$725K	0.05%	69
2017 Q1	$2.86M	Sell	21,880 -5,120	-19%	-$637K	0.04%	61
2016 Q4	$2.9M	Buy	+27,000	New	+$3.23M	0.04%	84

Other funds holding SPGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Maverick Capital's SPGI Position: Q3 2025 in Review

Maverick Capital sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 1,198 shares — an estimated $632K sold.

Maverick Capital first reported a position in SPGI in Q4 2016 and held it in 15 quarters. The position peaked at $12.3M in Q1 2018. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

Maverick Capital reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
Maverick Capital sold 1,198 S&P Global shares in Q3 2025, an estimated $632K.
Maverick Capital first reported a position in S&P Global in Q4 2016 and held it in 15 quarters.
Maverick Capital's S&P Global position peaked at $12.3M in Q1 2018.
2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Maverick Capital's 13F filing for Q3 2025, filed 14 Nov 2025.