Lee Ainslie Incresed Positions in Q4 2024

Maverick Capital LTD

  • $5.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
622K
+ 100.89%
$172.07 - $207.36 $107M - $129M
1.24M $245M
MIR
Mirion Technologies, Inc.

Industrials
5.99M
+ 3267.89%
$10.94 - $18.65 $65.6M - $112M
6.18M $108M
AMZN
Amazon Com Inc

Consumer Cyclical
233K
+ 15.29%
$180.88 - $232.93 $42.2M - $54.4M
1.76M $386M
LPLA
Lpl Financial Holdings Inc.

Financial Services
90.6K
+ 18.24%
$229.85 - $335.91 $20.8M - $30.4M
588K $192M
NTRA
Natera, Inc.

Healthcare
26K
+ 1.94%
$117.67 - $174.0 $3.06M - $4.53M
1.37M $216M
PINS
Pinterest, Inc.

Communication Services
1.52M
+ 2661.26%
$28.24 - $34.15 $43M - $52M
1.58M $45.8M
CNC
Centene Corp

Healthcare
560K
+ 145.56%
$56.71 - $73.94 $31.7M - $41.4M
944K $57.2M
WDC
Western Digital Corp

Technology
389K
+ 492.89%
$59.62 - $73.43 $23.2M - $28.6M
468K $27.9M
GFL
Gfl Environmental Inc.

Industrials
120K
+ 3.29%
$39.53 - $47.1 $4.76M - $5.67M
3.78M $168M
PM
Philip Morris International Inc.

Consumer Defensive
195K
+ 10.16%
$118.38 - $133.06 $23.1M - $26M
2.12M $255M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
159K
+ 14.26%
$47.66 - $57.86 $7.6M - $9.22M
1.28M $72.4M
RTO
Rentokil Initial PLC

Industrials
234K
+ 39.42%
$22.92 - $26.98 $5.37M - $6.32M
829K $21M
CNK
Cinemark Holdings, Inc.

Communication Services
38.6K
+ 2.54%
$26.69 - $36.02 $1.03M - $1.39M
1.56M $48.2M
SKX
Skechers Usa Inc

Consumer Cyclical
56.5K
+ 770.3%
$59.24 - $72.0 $3.35M - $4.07M
63.8K $4.29M
TPR
Tapestry, Inc.

Consumer Cyclical
44.5K
+ 101.19%
$43.54 - $66.18 $1.94M - $2.95M
88.6K $5.79M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
67.6K
+ 176.13%
$24.08 - $48.71 $1.63M - $3.29M
106K $4.39M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
12K
+ 244.68%
$229.83 - $258.46 $2.76M - $3.1M
16.9K $4.18M
URBN
Urban Outfitters Inc

Consumer Cyclical
2.9K
+ 1.67%
$34.96 - $55.81 $101K - $162K
177K $9.69M
HDB
Hdfc Bank LTD

Financial Services
41.6K
+ 40.05%
$59.45 - $68.01 $2.47M - $2.83M
145K $9.28M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
218K
+ 137.62%
$16.36 - $22.16 $3.57M - $4.84M
377K $6.29M
HD
Home Depot, Inc.

Consumer Cyclical
6.19K
+ 395.28%
$385.02 - $431.37 $2.38M - $2.67M
7.76K $3.02M
LEVI
Levi Strauss & CO

Consumer Cyclical
133K
+ 237.42%
$15.8 - $21.68 $2.1M - $2.89M
189K $3.27M
COST
Costco Wholesale Corp

Consumer Defensive
2.13K
+ 774.55%
$873.59 - $994.69 $1.86M - $2.12M
2.41K $2.2M
NWL
Newell Brands Inc.

Consumer Defensive
98.8K
+ 36.91%
$7.18 - $11.63 $709K - $1.15M
366K $3.65M
BBY
Best Buy CO Inc

Consumer Cyclical
22.1K
+ 65.82%
$85.2 - $101.35 $1.89M - $2.24M
55.8K $4.78M
GRPN
Groupon, Inc.

Communication Services
93.2K
+ 124.18%
$8.12 - $12.95 $757K - $1.21M
168K $2.04M
BJRI
B Js Restaurants Inc

Consumer Cyclical
31.1K
+ 398.35%
$32.49 - $38.44 $1.01M - $1.19M
38.8K $1.37M
RVLV
Revolve Group, Inc.

Consumer Cyclical
9.69K
+ 11.1%
$23.44 - $38.8 $227K - $376K
97K $3.25M
HPE
Hewlett Packard Enterprise CO

Technology
46.7K
+ 109.02%
$19.31 - $23.95 $902K - $1.12M
89.5K $1.91M
EL
Estee Lauder Companies Inc

Consumer Defensive
19.5K
+ 94.87%
$62.74 - $97.24 $1.22M - $1.89M
40K $3M
ZI
Zoom Info Technologies Inc.

Technology
3.3K
+ 0.08%
$9.44 - $13.08 $31.2K - $43.2K
4.29M $45.1M
TXN
Texas Instruments Inc

Technology
3.3K
+ 49.14%
N/A
10K $1.95M
ZBRA
Zebra Technologies Corp

Technology
822
+ 12.77%
$360.09 - $411.94 $296K - $339K
7.26K $2.8M
PVH
Pvh Corp.

Consumer Cyclical
499
+ 1.83%
$92.92 - $112.86 $46.4K - $56.3K
27.8K $2.94M
HPQ
Hp Inc

Technology
9.72K
+ 13.12%
$32.46 - $39.3 $315K - $382K
83.8K $2.73M
Six Flags Entertainment Corp
27.6K
+ 28.17%
N/A
125K $0
Flutter Entmt PLC
20.9K
+ 9.54%
N/A
240K $0
Curis Inc
49.6K
+ 8.51%
N/A
632K $0
SHW
Sherwin Williams CO

Basic Materials
113
+ 4.63%
$338.75 - $399.71 $38.3K - $45.2K
2.55K $867K
MSFT
Microsoft Corp

Technology
11.8K
+ 1.93%
$406.35 - $454.46 $4.8M - $5.37M
624K $263M
SWX
Southwest Gas Holdings, Inc.

Utilities
44.5K
+ 2.52%
$67.87 - $79.16 $3.02M - $3.52M
1.81M $128M
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
56.8K
+ 2.84%
$17.85 - $25.71 $1.01M - $1.46M
2.05M $39.4M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
1.08M
+ 26.23%
$11.35 - $18.82 $12.3M - $20.3M
5.2M $65.4M
PCVX
Vaxcyte, Inc.

Healthcare
226K
+ 23.11%
$80.97 - $117.93 $18.3M - $26.6M
1.2M $98.4M
NU
Nu Holdings Ltd.

Financial Services
175K
+ 1.45%
$10.24 - $15.89 $1.8M - $2.79M
12.3M $127M
Activity Summary
Buys All Purchases 122 New Holdings 76 Increased Positions 46 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 1 Puts 0
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