Lee Ainslie - Maverick Capital
History | Stock | Activity | Share change | % change to portfolio ▼ |
Q2  2023 | ≡ | AZO - AutoZone Inc. | Sell 100.00% | 189 | 0.01 | ≡ | BCS - Barclays plc ADR | Sell 100.00% | 42,707 | 0.01 | ≡ | BECN - Beacon Roofing Supply Inc. | Sell 100.00% | 6,093 | 0.01 | ≡ | BL - BlackLine Inc. | Sell 100.00% | 3,701 | 0.01 | ≡ | BSIG - BrightSphere Investment Grp Plc | Sell 100.00% | 20,301 | 0.01 | ≡ | BURL - Burlington Stores Inc. | Sell 100.00% | 2,498 | 0.01 | ≡ | CBRL - Cracker Barrel Old Cntry Store | Sell 100.00% | 3,814 | 0.01 | ≡ | CBT - Cabot Corp. | Sell 100.00% | 4,014 | 0.01 | ≡ | CGC - Canopy Growth Corp. | Sell 100.00% | 22,185 | 0.01 | ≡ | CIVI - Civitas Resources Inc. | Sell 100.00% | 4,759 | 0.01 | ≡ | CNK - Cinemark Holdings Inc. | Sell 100.00% | 34,458 | 0.01 | ≡ | COHR - Coherent Corp. | Sell 100.00% | 8,298 | 0.01 | ≡ | CORT - Corcept Therapeutics Inc. | Sell 100.00% | 18,657 | 0.01 | ≡ | CRUS - Cirrus Logic Inc. | Sell 100.00% | 2,974 | 0.01 | ≡ | CSL - Carlisle Companies | Sell 100.00% | 1,020 | 0.01 | ≡ | CSX - CSX Corp. | Sell 100.00% | 18,298 | 0.01 | ≡ | CTRA - Coterra Energy Inc. | Sell 100.00% | 15,482 | 0.01 | ≡ | CVE - Cenovus Energy Inc. | Sell 100.00% | 22,179 | 0.01 | ≡ | DFS - Discover Financial Services | Sell 100.00% | 4,056 | 0.01 | ≡ | DKNG - DraftKings Inc. | Sell 100.00% | 24,625 | 0.01 | ≡ | DLB - Dolby Laboratories Inc. | Sell 100.00% | 6,274 | 0.01 | ≡ | DLTR - Dollar Tree Inc. | Sell 100.00% | 3,925 | 0.01 | ≡ | DOX - Amdocs Ltd. | Sell 100.00% | 5,259 | 0.01 | ≡ | DY - Dycom Industries | Sell 100.00% | 5,402 | 0.01 | ≡ | ELF - e.l.f. Beauty, Inc. | Sell 100.00% | 5,104 | 0.01 | ≡ | EME - Emcor Group | Sell 100.00% | 3,290 | 0.01 | ≡ | EMR - Emerson Electric | Sell 100.00% | 6,389 | 0.01 | ≡ | EPAM - EPAM Systems Inc. | Sell 100.00% | 822 | 0.01 | ≡ | EVH - Evolent Health Inc. | Sell 100.00% | 11,451 | 0.01 | ≡ | EXP - Eagle Materials Inc. | Sell 100.00% | 2,261 | 0.01 | ≡ | FFIN - First Financial Bankshares Inc. | Sell 100.00% | 11,605 | 0.01 | ≡ | FFIV - F5 Networks | Sell 100.00% | 3,809 | 0.01 | ≡ | FIVN - Five9 Inc. | Sell 100.00% | 6,795 | 0.01 | ≡ | FNV - Franco Nevada Corp. | Sell 100.00% | 3,832 | 0.01 | ≡ | FOXA - Fox Corporation | Sell 100.00% | 8,321 | 0.01 | ≡ | GOGO - Gogo Inc. | Sell 100.00% | 19,724 | 0.01 | ≡ | HL - Hecla Mining Co. | Sell 100.00% | 35,219 | 0.01 | ≡ | HOG - Harley-Davidson | Sell 100.00% | 11,742 | 0.01 | ≡ | HUBG - Hub Group 'A' | Sell 100.00% | 9,074 | 0.01 | ≡ | IBP - Installed Building Products | Sell 100.00% | 4,291 | 0.01 | ≡ | IEX - IDEX Corp. | Sell 100.00% | 1,948 | 0.01 | ≡ | ILMN - Illumina Inc. | Sell 100.00% | 1,425 | 0.01 | ≡ | IP - International Paper | Sell 100.00% | 9,309 | 0.01 | ≡ | IPGP - IPG Photonics Corp. | Sell 100.00% | 3,994 | 0.01 | ≡ | ITCI - Intra-Cellular Therapies Inc. | Sell 100.00% | 9,057 | 0.01 | ≡ | JEF - Jefferies Financial Group Inc. | Sell 100.00% | 12,182 | 0.01 | ≡ | JKHY - Jack Henry & Associates Inc. | Sell 100.00% | 2,026 | 0.01 | ≡ | KEX - Kirby Corp. | Sell 100.00% | 4,862 | 0.01 | ≡ | KOS - Kosmos Energy Ltd. | Sell 100.00% | 60,947 | 0.01 | ≡ | LCII - LCI Industries | Sell 100.00% | 3,804 | 0.01 | ≡ | LNG - Cheniere Energy Inc. | Sell 100.00% | 3,166 | 0.01 | ≡ | LZB - La-Z-Boy Inc. | Sell 100.00% | 16,380 | 0.01 | ≡ | MAN - ManpowerGroup | Sell 100.00% | 4,798 | 0.01 | ≡ | MAXR-OLD - Maxar Technologies Inc. | Sell 100.00% | 6,414 | 0.01 | ≡ | MD - MEDNAX Inc. | Sell 100.00% | 32,688 | 0.01 | ≡ | MDC-OLD - M.D.C. Hldgs | Sell 100.00% | 9,676 | 0.01 | ≡ | MGM - MGM Resorts International | Sell 100.00% | 12,340 | 0.01 | ≡ | MHO - M/I Homes | Sell 100.00% | 4,318 | 0.01 | ≡ | MIDD - Middleby Corp. | Sell 100.00% | 2,874 | 0.01 | ≡ | MRVI - Maravai LifeSciences Holdings Inc. | Sell 100.00% | 27,067 | 0.01 | ≡ | NDAQ - Nasdaq Inc. | Sell 100.00% | 8,822 | 0.01 | ≡ | NSP - Insperity Inc. | Sell 100.00% | 2,964 | 0.01 | ≡ | NVO - Novo Nordisk A S | Sell 100.00% | 4,312 | 0.01 | ≡ | NWSA - News Corp. | Sell 100.00% | 23,629 | 0.01 | ≡ | ODP - ODP Corp. | Sell 100.00% | 8,430 | 0.01 | ≡ | OII - Oceaneering Int'l | Sell 100.00% | 15,701 | 0.01 | ≡ | PTC - PTC Inc. | Sell 100.00% | 4,248 | 0.01 | ≡ | QRTEA - Qurate Retail Group Inc. CL A | Sell 100.00% | 294,808 | 0.01 | ≡ | RBA - Ritchie Bros. Auctioneers Inc. | Sell 100.00% | 3,938 | 0.01 | ≡ | RCM - R1 Rcm Inc | Sell 100.00% | 18,815 | 0.01 | ≡ | RH - RH | Sell 100.00% | 1,857 | 0.01 | ≡ | RSG - Republic Services | Sell 100.00% | 3,497 | 0.01 | ≡ | RUTH-OLD - Ruth's Hospitality Group Inc. | Sell 100.00% | 25,323 | 0.01 | ≡ | RVLV - Revolve Group Inc. | Sell 100.00% | 11,992 | 0.01 | ≡ | SAVE - Spirit Airlines | Sell 100.00% | 15,357 | 0.01 | ≡ | SBH - Sally Beauty Holdings | Sell 100.00% | 24,074 | 0.01 | ≡ | SCI - Service Corp. Int. | Sell 100.00% | 6,806 | 0.01 | ≡ | SHAK - Shake Shack Inc. | Sell 100.00% | 9,257 | 0.01 | ≡ | SITE - SiteOne Landscape Supply Inc. | Sell 100.00% | 2,380 | 0.01 | ≡ | SMTC - Semtech Corp. | Sell 100.00% | 16,553 | 0.01 | ≡ | SNY - Sanofi Aventis | Sell 100.00% | 8,634 | 0.01 | ≡ | SPT - Sprout Social Inc. CL A | Sell 100.00% | 7,974 | 0.01 | ≡ | SQM - Chemical & Mining Co. of Chile | Sell 100.00% | 5,937 | 0.01 | ≡ | STNE - StoneCo Ltd. | Sell 100.00% | 54,968 | 0.01 | ≡ | TDS - Telephone & Data Systems | Sell 100.00% | 34,454 | 0.01 | ≡ | THS - TreeHouse Foods | Sell 100.00% | 7,471 | 0.01 | ≡ | TRMB - Trimble Inc. | Sell 100.00% | 11,030 | 0.01 | ≡ | TSLA - Tesla Inc. | Sell 100.00% | 2,265 | 0.01 | ≡ | TTWO - Take-Two Interactive Software | Sell 100.00% | 2,998 | 0.01 | ≡ | TU - TELUS Corp. | Sell 100.00% | 21,160 | 0.01 | ≡ | UHAL - U-Haul Holding Co. | Sell 100.00% | 8,340 | 0.01 | ≡ | URI - United Rentals | Sell 100.00% | 1,462 | 0.01 | ≡ | WAT - Waters Corp. | Sell 100.00% | 1,330 | 0.01 | ≡ | WBA - Walgreens Boots Alliance | Sell 100.00% | 15,897 | 0.01 | ≡ | WEN - Wendy's Co. | Sell 100.00% | 20,535 | 0.01 | ≡ | WFG - West Fraser Timber Co. | Sell 100.00% | 5,609 | 0.01 | ≡ | WIRE - Encore Wire Corp. | Sell 100.00% | 2,666 | 0.01 | ≡ | WMT - Walmart Inc. | Sell 100.00% | 5,457 | 0.01 | ≡ | WRK - WestRock Co. | Sell 100.00% | 15,014 | 0.01 | ≡ | WSO - Watsco Inc. | Sell 100.00% | 870 | 0.01 |