Lee Ainslie - Maverick Capital

History Stock Activity Share change % change to portfolio ▲
Q1  2024
≡ WRK - WestRock Co. Buy 12,731 0.01
≡ WST - West Pharmaceutical Services Buy 994 0.01
≡ XOM - Exxon Mobil Corp. Buy 4,831 0.01
≡ XPER - Xperi Inc Buy 37,531 0.01
≡ YETI - YETI Holdings Inc. Buy 9,038 0.01
≡ YOU - Clear Secure Inc. Buy 25,444 0.01
≡ Z - Zillow Group Inc. Buy 5,494 0.01
≡ ZTS - Zoetis Inc. Buy 3,550 0.01
≡ AHCO - AdaptHealth Corp. Add 5.37% 67,268 0.01
≡ UPS - United Parcel Service Add 13.48% 2,379 0.01
≡ PANW - Palo Alto Networks Add 25.30% 2,065 0.01
≡ JACK - Jack in the Box Inc. Add 26.09% 9,700 0.01
≡ CVLT - CommVault Systems Inc. Add 45.64% 2,926 0.01
≡ ADBE - Adobe Inc. Add 46.48% 1,207 0.01
≡ QCOM - QUALCOMM Inc. Add 61.16% 2,115 0.01
≡ DRI - Darden Restaurants Add 61.40% 2,989 0.01
≡ IMKTA - Ingles Markets Inc. Add 62.92% 5,971 0.01
≡ OC - Owens Corning Add 63.40% 2,233 0.01
≡ SPB - Spectrum Brands Holdings Inc. Add 72.67% 4,187 0.01
≡ VRSN - Verisign Inc. Add 79.51% 1,995 0.01
≡ GDDY - GoDaddy Inc. Add 90.59% 4,922 0.01
≡ WAB - WABTEC Corp. Add 91.75% 2,949 0.01
≡ PDCO - Patterson Cos. Inc. Add 94.04% 16,785 0.01
≡ ALSN - Allison Transmission Holdings Add 94.12% 5,310 0.01
≡ GTX - Garrett Motion Inc. Add 101.36% 20,068 0.01
≡ CCL - Carnival Corp. Add 101.91% 36,095 0.01
≡ SCVL - Shoe Carnival Inc. Add 104.62% 14,601 0.01
≡ RVLV - Revolve Group Inc. Add 107.62% 20,476 0.01
≡ BKD - Brookdale Senior Living Inc. Add 112.36% 44,640 0.01
≡ VEEV - Veeva Systems Inc. Add 114.70% 1,623 0.01
≡ GM - General Motors Add 125.12% 10,299 0.01
≡ LBTYK - Liberty Global Ltd CL C Add 125.54% 14,006 0.01
≡ HWM - Howmet Aerospace Inc. Add 134.69% 8,795 0.01
≡ MATX - Matson Inc. Add 142.78% 2,740 0.01
≡ PINS - Pinterest Inc. Add 183.62% 13,893 0.01
≡ UI - Ubiquiti Inc. Add 191.81% 7,118 0.01
≡ MTN - Vail Resorts Inc. Add 193.75% 2,821 0.01
≡ CAR - Avis Budget Group Inc. Add 225.29% 3,751 0.01
≡ WTS - Watts Water Technologies Add 266.31% 2,743 0.01
≡ 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
≡ TSM - Taiwan Semiconductor S.A. Add 1.68% 8,310 0.02
≡ BOOT - Boot Barn Holdings Add 93.42% 10,886 0.02
≡ HPQ - HP Inc. Add 108.20% 27,082 0.02
≡ ANET - Arista Networks Inc. Add 140.49% 3,449 0.02
≡ JWN - Nordstrom Add 143.33% 65,355 0.02
≡ SBH - Sally Beauty Holdings Add 169.84% 68,464 0.02
≡ CMG - Chipotle Mexican Grill Inc. Add 195.05% 355 0.02
≡ GD - General Dynamics Add 358.43% 3,570 0.02
≡ BERY - Berry Global Group Inc. Add 375.30% 12,505 0.02
≡ DBI - Designer Brands Inc. Add 442.08% 72,660 0.02
≡ 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
≡ LRCX - Lam Research Add 6.34% 1,756 0.03
≡ WIX - Wix.com Ltd. Add 120.98% 9,906 0.03
≡ JBL - Jabil Inc. Add 264.19% 10,219 0.03
≡ LOGI - Logitech International SA Add 681.27% 15,717 0.03
≡ 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
≡ VRNA - Verona Pharma Plc ADR Add 7.20% 119,317 0.04
≡ EBAY - eBay Inc. Add 107.88% 33,178 0.04
≡ 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
≡ HRB - H&R Block Inc. Buy 62,260 0.06
≡ MTCH - Match Group Inc. Buy 89,370 0.06
≡ KMX - CarMax Inc. Buy 40,202 0.07
≡ SFM - Sprouts Farmers Market Inc. Buy 59,101 0.07
≡ ABNB - Airbnb Inc. Buy 27,321 0.09
≡ WING - Wingstop Inc. Buy 13,277 0.09
≡ GPS - Gap Inc. Buy 206,586 0.11
≡ STX - Seagate Technology Add 5.70% 62,883 0.11
≡ VRDN - Viridian Therapeutics Inc. Add 15.76% 366,573 0.12
≡ JHG - Janus Henderson Group Buy 241,638 0.15
≡ IVVD - Invivyd Inc. Add 25.92% 2,421,838 0.21
≡ NVDA - NVIDIA Corp. Add 6.33% 12,542 0.22