Lee Ainslie - Maverick Capital

History Stock Activity ▼ Share change % change to portfolio
Q1  2024
≡ AMD - Advanced Micro Devices Add 5029.33% 284,610 1.00
≡ MCO - Moody's Corp. Add 3122.71% 38,503 0.29
≡ EL - Estee Lauder Cos. Add 2259.99% 213,230 0.64
≡ SBUX - Starbucks Corp. Add 1492.16% 550,280 0.97
≡ LOGI - Logitech International SA Add 681.27% 15,717 0.03
≡ DBI - Designer Brands Inc. Add 442.08% 72,660 0.02
≡ BERY - Berry Global Group Inc. Add 375.30% 12,505 0.02
≡ GD - General Dynamics Add 358.43% 3,570 0.02
≡ WTS - Watts Water Technologies Add 266.31% 2,743 0.01
≡ JBL - Jabil Inc. Add 264.19% 10,219 0.03
≡ CAR - Avis Budget Group Inc. Add 225.29% 3,751 0.01
≡ CMG - Chipotle Mexican Grill Inc. Add 195.05% 355 0.02
≡ MTN - Vail Resorts Inc. Add 193.75% 2,821 0.01
≡ UI - Ubiquiti Inc. Add 191.81% 7,118 0.01
≡ PINS - Pinterest Inc. Add 183.62% 13,893 0.01
≡ SBH - Sally Beauty Holdings Add 169.84% 68,464 0.02
≡ JWN - Nordstrom Add 143.33% 65,355 0.02
≡ MATX - Matson Inc. Add 142.78% 2,740 0.01
≡ ANET - Arista Networks Inc. Add 140.49% 3,449 0.02
≡ HWM - Howmet Aerospace Inc. Add 134.69% 8,795 0.01
≡ LBTYK - Liberty Global Ltd CL C Add 125.54% 14,006 0.01
≡ GM - General Motors Add 125.12% 10,299 0.01
≡ WIX - Wix.com Ltd. Add 120.98% 9,906 0.03
≡ VEEV - Veeva Systems Inc. Add 114.70% 1,623 0.01
≡ BKD - Brookdale Senior Living Inc. Add 112.36% 44,640 0.01
≡ HPQ - HP Inc. Add 108.20% 27,082 0.02
≡ EBAY - eBay Inc. Add 107.88% 33,178 0.04
≡ RVLV - Revolve Group Inc. Add 107.62% 20,476 0.01
≡ SCVL - Shoe Carnival Inc. Add 104.62% 14,601 0.01
≡ CCL - Carnival Corp. Add 101.91% 36,095 0.01
≡ GTX - Garrett Motion Inc. Add 101.36% 20,068 0.01
≡ CART - Maplebear Inc Add 100.95% 1,190,510 0.86
≡ ALSN - Allison Transmission Holdings Add 94.12% 5,310 0.01
≡ PDCO - Patterson Cos. Inc. Add 94.04% 16,785 0.01
≡ BOOT - Boot Barn Holdings Add 93.42% 10,886 0.02
≡ ZD - Ziff Davis Inc. Add 92.27% 3,079 0.00
≡ WAB - WABTEC Corp. Add 91.75% 2,949 0.01
≡ GDDY - GoDaddy Inc. Add 90.59% 4,922 0.01
≡ GRAB - Grab Holdings Ltd Cl A Add 86.39% 59,849 0.00
≡ VRSN - Verisign Inc. Add 79.51% 1,995 0.01
≡ QLYS - Qualys Inc. Add 74.27% 1,596 0.00
≡ NSC - Norfolk Southern Corp. Add 73.40% 1,247 0.00
≡ SPB - Spectrum Brands Holdings Inc. Add 72.67% 4,187 0.01
≡ RELX - RELX plc Add 69.17% 5,921 0.00
≡ G - Genpact Ltd. Add 69.01% 5,922 0.00
≡ CLVT - Clarivate Plc Add 68.34% 22,372 0.00
≡ AVNS - Avanos Medical Inc. Add 67.46% 6,807 0.00
≡ WEX - WEX Inc. Add 64.97% 805 0.00
≡ LEG - Leggett & Platt Add 64.32% 8,886 0.00
≡ OC - Owens Corning Add 63.40% 2,233 0.01
≡ IMKTA - Ingles Markets Inc. Add 62.92% 5,971 0.01
≡ AMP - Ameriprise Financial Inc. Add 62.66% 443 0.00
≡ DRI - Darden Restaurants Add 61.40% 2,989 0.01
≡ QCOM - QUALCOMM Inc. Add 61.16% 2,115 0.01
≡ PLYA - Playa Hotels & Resorts N.V. Add 60.46% 14,423 0.00
≡ HBM - Hudbay Minerals Inc. Add 59.76% 26,760 0.00
≡ EQH - Equitable Holdings Inc. Add 57.12% 4,058 0.00
≡ CPT - Camden Property Trust Add 57.08% 407,496 0.78
≡ ZIP - Ziprecruiter Inc A Add 57.08% 11,469 0.00
≡ STLA - Stellantis N.V. Add 52.41% 5,605 0.00
≡ DLB - Dolby Laboratories Inc. Add 50.08% 1,529 0.00
≡ SPNT - SiriusPoint Ltd. Add 49.66% 8,372 0.00
≡ HPE - Hewlett Packard Enterprise Add 48.87% 11,447 0.00
≡ SWX - Southwest Gas Holdings Inc. Add 47.96% 538,101 0.79
≡ JBI - Janus International Group In Add 46.68% 8,835 0.00
≡ ADBE - Adobe Inc. Add 46.48% 1,207 0.01
≡ CVLT - CommVault Systems Inc. Add 45.64% 2,926 0.01
≡ PRM - Perimeter Solutions SA Add 39.87% 19,110 0.00
≡ CNI - Canadian Natl Railway Co. Add 37.05% 961 0.00
≡ CTSH - Cognizant Technology Solutions Add 34.44% 1,092 0.00
≡ TWLO - Twilio Inc. Add 34.08% 203,102 0.24
≡ MELI - Mercadolibre Inc. Add 31.31% 9,720 0.28
≡ SCHW - Charles Schwab Corp. Add 31.21% 302,840 0.42
≡ TNL - Travel Leisure Co. Add 29.58% 5,190 0.00
≡ LYV - Live Nation Inc. Add 29.57% 1,630 0.00
≡ OLED - Universal Display Corp. Add 26.15% 487 0.00
≡ JACK - Jack in the Box Inc. Add 26.09% 9,700 0.01
≡ IVVD - Invivyd Inc. Add 25.92% 2,421,838 0.21
≡ PANW - Palo Alto Networks Add 25.30% 2,065 0.01
≡ JLL - Jones Lang Lasalle Inc. Add 24.62% 160,297 0.61
≡ PM - Philip Morris Intl. Add 20.92% 326,064 0.58
≡ RHI - Robert Half International Add 20.61% 2,488 0.00
≡ PFSI - PennyMac Financial Services Add 19.07% 568 0.00
≡ NWG - NatWest Group Plc Add 18.32% 7,141 0.00
≡ PARA - Paramount Global CL B Add 16.17% 8,069 0.00
≡ VRDN - Viridian Therapeutics Inc. Add 15.76% 366,573 0.12
≡ CRM - Salesforce.com Add 14.51% 53,735 0.31
≡ TEL - TE Connectivity Add 14.41% 422 0.00
≡ UPS - United Parcel Service Add 13.48% 2,379 0.01
≡ SMPL - Simply Good Foods Co. Add 12.10% 937 0.00
≡ RACE - Ferrari NV Add 11.38% 125 0.00
≡ DXC - DXC Technology Co. Add 11.34% 1,234 0.00
≡ CRWD - CrowdStrike Holdings Inc. Add 11.07% 338 0.00
≡ IART - Integra LifeSciences Holdings Add 8.87% 767 0.00
≡ CHTR - Charter Communications Add 7.74% 50 0.00
≡ SPSC - SPS Commerce Inc. Add 7.27% 115 0.00
≡ VRNA - Verona Pharma Plc ADR Add 7.20% 119,317 0.04
≡ MPC - Marathon Petroleum Corp. Add 7.13% 112 0.00
≡ LRCX - Lam Research Add 6.34% 1,756 0.03
≡ NVDA - NVIDIA Corp. Add 6.33% 12,542 0.22