Lee Ainslie - Maverick Capital

History Stock Activity Share change % change to portfolio ▼
Q1  2024
≡ EA - Electronic Arts Buy 702,830 1.81
≡ GFL - Gfl Environmental Inc Sub Vt Buy 2,690,397 1.80
≡ ALAB - Astera Labs Inc Buy 996,750 1.43
≡ NTRA - Natera Inc. Buy 798,682 1.42
≡ QDEL - QuidelOrtho Corp. Buy 1,356,251 1.26
≡ AMD - Advanced Micro Devices Add 5029.33% 284,610 1.00
≡ SBUX - Starbucks Corp. Add 1492.16% 550,280 0.97
≡ CART - Maplebear Inc Add 100.95% 1,190,510 0.86
≡ SHC - Sotera Health Co Buy 3,567,120 0.83
≡ SWX - Southwest Gas Holdings Inc. Add 47.96% 538,101 0.79
≡ CPT - Camden Property Trust Add 57.08% 407,496 0.78
≡ NDAQ - Nasdaq Inc. Buy 629,193 0.77
≡ W - Wayfair Inc. Buy 493,710 0.65
≡ EL - Estee Lauder Cos. Add 2259.99% 213,230 0.64
≡ COHR - Coherent Corp. Buy 548,133 0.64
≡ JLL - Jones Lang Lasalle Inc. Add 24.62% 160,297 0.61
≡ GUTS - Fractyl Health Inc Buy 4,254,668 0.61
≡ PLNT - Planet Fitness Inc. Buy 500,371 0.61
≡ PM - Philip Morris Intl. Add 20.92% 326,064 0.58
≡ TPX - Tempur Sealy Int. Buy 479,475 0.53
≡ PCVX - Vaxcyte Inc. Buy 355,131 0.47
≡ ARES - Ares Management LP Buy 174,739 0.45
≡ SCHW - Charles Schwab Corp. Add 31.21% 302,840 0.42
≡ DAWN - Day One Biopharmaceuticals Inc. Buy 1,256,570 0.40
≡ TROW - T. Rowe Price Group Buy 155,248 0.37
≡ CRM - Salesforce.com Add 14.51% 53,735 0.31
≡ EVR - Evercore Inc. Buy 79,903 0.30
≡ MCO - Moody's Corp. Add 3122.71% 38,503 0.29
≡ RDDT - Reddit Inc Cl A Buy 300,000 0.29
≡ MELI - Mercadolibre Inc. Add 31.31% 9,720 0.28
≡ TWLO - Twilio Inc. Add 34.08% 203,102 0.24
≡ NVDA - NVIDIA Corp. Add 6.33% 12,542 0.22
≡ IVVD - Invivyd Inc. Add 25.92% 2,421,838 0.21
≡ JHG - Janus Henderson Group Buy 241,638 0.15
≡ VRDN - Viridian Therapeutics Inc. Add 15.76% 366,573 0.12
≡ STX - Seagate Technology Add 5.70% 62,883 0.11
≡ GPS - Gap Inc. Buy 206,586 0.11
≡ ABNB - Airbnb Inc. Buy 27,321 0.09
≡ WING - Wingstop Inc. Buy 13,277 0.09
≡ KMX - CarMax Inc. Buy 40,202 0.07
≡ SFM - Sprouts Farmers Market Inc. Buy 59,101 0.07
≡ HRB - H&R Block Inc. Buy 62,260 0.06
≡ MTCH - Match Group Inc. Buy 89,370 0.06
≡ AAP - Advance Auto Parts Buy 32,948 0.05
≡ ANF - Abercrombie & Fitch Co. Buy 21,607 0.05
≡ EYE - National Vision Holdings Inc. Buy 117,484 0.05
≡ ORLY - O'Reilly Automotive Buy 2,085 0.05
≡ EBAY - eBay Inc. Add 107.88% 33,178 0.04
≡ VRNA - Verona Pharma Plc ADR Add 7.20% 119,317 0.04
≡ AZO - AutoZone Inc. Buy 733 0.04
≡ EAT - Brinker International Buy 45,778 0.04
≡ FND - Floor & Decor Holdings Buy 15,294 0.04
≡ UAA - Under Armour Inc. Buy 280,394 0.04
≡ LOGI - Logitech International SA Add 681.27% 15,717 0.03
≡ JBL - Jabil Inc. Add 264.19% 10,219 0.03
≡ WIX - Wix.com Ltd. Add 120.98% 9,906 0.03
≡ LRCX - Lam Research Add 6.34% 1,756 0.03
≡ AAL - American Airlines Group Inc. Buy 99,281 0.03
≡ GRMN - Garmin Ltd. Buy 11,288 0.03
≡ HLT - Hilton Worldwide Holdings Buy 6,634 0.03
≡ ORCL - Oracle Corp. Buy 12,454 0.03
≡ ROKU - Roku Inc. Buy 22,278 0.03
≡ SHW - Sherwin-Williams Buy 4,820 0.03
≡ WEN - Wendy's Co. Buy 88,890 0.03
≡ YUM - Yum! Brands Inc. Buy 11,959 0.03
≡ ZBRA - Zebra Technologies Corp. Buy 4,741 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
≡ CMG - Chipotle Mexican Grill Inc. Add 195.05% 355 0.02
≡ SBH - Sally Beauty Holdings Add 169.84% 68,464 0.02
≡ JWN - Nordstrom Add 143.33% 65,355 0.02
≡ ANET - Arista Networks Inc. Add 140.49% 3,449 0.02
≡ HPQ - HP Inc. Add 108.20% 27,082 0.02
≡ BOOT - Boot Barn Holdings Add 93.42% 10,886 0.02
≡ TSM - Taiwan Semiconductor S.A. Add 1.68% 8,310 0.02
≡ BAH - Booz Allen Hamilton Hldg Corp. Buy 5,475 0.02
≡ BTU - Peabody Energy Buy 36,916 0.02
≡ CASY - Casey's Gen'l Stores Buy 2,799 0.02
≡ CAT - Caterpillar Inc. Buy 3,425 0.02
≡ CEIX - CONSOL Energy Inc. Buy 9,456 0.02
≡ COLM - Columbia Sportswear Co. Buy 13,838 0.02
≡ COST - Costco Co. Buy 1,557 0.02
≡ CROX - Crocs Inc. Buy 8,846 0.02
≡ CW - Curtiss-Wright Corp. Buy 4,207 0.02
≡ GO - Grocery Outlet Holding Corp. Buy 36,604 0.02
≡ GPOR - Gulfport Energy Corp. Buy 6,160 0.02
≡ HD - Home Depot Buy 3,062 0.02
≡ OXM - Oxford Industries Inc. Buy 8,098 0.02
≡ PCAR - PACCAR Inc. Buy 8,687 0.02
≡ SLG - SL Green Realty Corp. Buy 15,380 0.02
≡ TXT - Textron Inc. Buy 10,949 0.02
≡ WTS - Watts Water Technologies Add 266.31% 2,743 0.01
≡ CAR - Avis Budget Group Inc. Add 225.29% 3,751 0.01
≡ 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
≡ MATX - Matson Inc. Add 142.78% 2,740 0.01
≡ HWM - Howmet Aerospace Inc. Add 134.69% 8,795 0.01
≡ LBTYK - Liberty Global Ltd CL C Add 125.54% 14,006 0.01