MAVERICK CAPITAL LTD

Position in PM — Philip Morris International Inc.

CIK 934639 DALLAS, TX

Position in PM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$263,596,543

+$169,807,428 QoQ

Shares Held

1,457,059

+156.9% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

2.38%

of 13F equity value

Holder Rank

#78

of 2,914 holders

Holding Since

Mar 2020

19 quarters on record

Consumer Defensive · as of Jun 30, 2026

MAVERICK CAPITAL LTD holds $273,162,286 across 4 Tobacco names. PM ranks #1 (96.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	1,457,059	$263,596,543
2	TPB	Turning Point Brands, Inc.	43,489	$3,688,302
3	MO	Altria Group, Inc.	50,201	$3,611,961
4	BTI	British American Tobacco p.l.c.	36,682	$2,265,480

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,596,543	1,457,059	+156.9%	Shares	Sole	2026-08-14
2026-03-31	$93,789,115	567,250	-73.9%	Shares	Sole	2026-05-15
2025-12-31	$349,195,130	2,177,027	+34.2%	Shares	Sole	2026-02-13
2025-09-30	$263,104,944	1,622,102	+9.5%	Shares	Sole	2025-11-14
2025-06-30	$269,821,588	1,481,478	-3.5%	Shares	Sole	2025-08-14
2025-03-31	$243,578,486	1,534,546	-27.6%	Shares	Sole	2025-05-15
2024-12-31	$255,048,247	2,119,221	+10.2%	Shares	Sole	2025-02-14
2024-09-30	$233,543,371	1,923,751	-4.2%	Shares	Sole	2024-11-14
2024-06-30	$203,564,674	2,008,928	+6.6%	Shares	Sole	2024-08-14
2024-03-31	$172,650,010	1,884,414	+20.9%	Shares	Sole	2024-05-15
2023-12-31	$146,609,568	1,558,350	-16.3%	Shares	Sole	2024-02-14
2023-09-30	$172,404,975	1,862,227	+306.6%	Shares	Sole	2023-11-14
2023-06-30	$44,710,936	458,010	+18331.0%	Shares	Sole	2023-08-14
2022-09-30	$206,279	2,485	-68.9%	Shares	Sole	2022-11-14
2021-03-31	$708,056	7,979	+495.4%	Shares	Sole	2021-05-17
2020-12-31	$110,938	1,340	-16.5%	Shares	Sole	2021-02-16
2020-09-30	$120,358	1,605	+122.3%	Shares	Sole	2020-11-16
2020-06-30	$50,583	722	-78.7%	Shares	Sole	2020-08-14
2020-03-31	$247,261	3,389	—	Shares	Sole	2020-05-19
No filing history on record for this holder in this stock.