Lee Ainslie Purchases in Q2 2024

Maverick Capital LTD

  • $5.07 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
416K
+ 226.39%
$389.33 - $452.85 $162M - $188M
600K $268M
K
Kellogg CO

Consumer Defensive
1.53M
New
$55.4 - $62.56 $84.6M - $95.5M
1.53M $88.1M
MU
Micron Technology Inc

Technology
621K
+ 3471.01%
$106.77 - $153.45 $66.3M - $95.3M
639K $84M
META
Meta Platforms, Inc.

Communication Services
143K
+ 93.34%
$430.17 - $527.34 $61.3M - $75.2M
295K $149M
NVDA
Nvidia Corp

Technology
1.84M
+ 871.39%
$118.11 - $1224.4 $217M - $2.25B
2.05M $253M
APH
Amphenol Corp

Technology
908K
New
$67.16 - $136.4 $61M - $124M
908K $61.1M
SBUX
Starbucks Corp

Consumer Cyclical
838K
+ 142.75%
$72.5 - $91.53 $60.8M - $76.7M
1.43M $111M
AMZN
Amazon Com Inc

Consumer Cyclical
190K
+ 15.2%
$173.67 - $197.85 $32.9M - $37.5M
1.44M $278M
NTRA
Natera, Inc.

Healthcare
272K
+ 34.01%
$85.28 - $112.6 $23.2M - $30.6M
1.07M $116M
ABNB
Airbnb, Inc.

Consumer Cyclical
259K
+ 947.67%
$141.04 - $165.42 $36.5M - $42.8M
286K $43.4M
GFL
Gfl Environmental Inc.

Industrials
595K
+ 22.13%
$30.61 - $38.93 $18.2M - $23.2M
3.29M $128M
PM
Philip Morris International Inc.

Consumer Defensive
125K
+ 6.61%
$88.6 - $104.24 $11M - $13M
2.01M $204M
PCVX
Vaxcyte, Inc.

Healthcare
333K
+ 93.71%
$60.06 - $78.77 $20M - $26.2M
688K $51.9M
V
Visa Inc.

Financial Services
130K
+ 28.32%
$262.47 - $281.5 $34.2M - $36.7M
590K $155M
HUM
Humana Inc

Healthcare
55.7K
+ 41.03%
$302.09 - $373.65 $16.8M - $20.8M
192K $71.6M
AMD
Advanced Micro Devices Inc

Technology
166K
+ 57.1%
$144.27 - $183.34 $23.9M - $30.4M
456K $74M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
499K
+ 104.12%
$45.98 - $55.51 $23M - $27.7M
979K $46.3M
UBER
Uber Technologies, Inc

Technology
307K
+ 28.01%
$63.52 - $77.16 $19.5M - $23.7M
1.4M $102M
KKR
Kkr & Co. Inc.

Financial Services
166K
+ 3646.66%
$92.62 - $111.49 $15.4M - $18.5M
170K $17.9M
CPT
Camden Property Trust

Real Estate
46.3K
+ 4.13%
$95.05 - $111.1 $4.4M - $5.15M
1.17M $127M
VRNA
Verona Pharma PLC

Healthcare
1.32M
+ 74.16%
$11.48 - $17.02 $15.1M - $22.4M
3.09M $44.7M
GTAC
Global Technology Acquisition Corp. I

Financial Services
1.2M
New
$0.0 - $11.3 $0 - $13.6M
1.2M $13.5M
TGT
Target Corp

Consumer Defensive
52.4K
+ 1114.75%
$141.16 - $177.82 $7.4M - $9.32M
57.1K $8.46M
NDAQ
Nasdaq, Inc.

Financial Services
154K
+ 24.45%
$58.6 - $63.56 $9.01M - $9.78M
783K $47.2M
DASH
Door Dash, Inc.

Communication Services
246K
+ 36.51%
$108.78 - $140.95 $26.8M - $34.7M
919K $100M
TJX
Tjx Companies Inc

Consumer Cyclical
48.9K
New
$92.66 - $111.05 $4.54M - $5.44M
48.9K $5.39M
OXM
Oxford Industries Inc

Consumer Cyclical
54.5K
+ 673.55%
$97.85 - $110.69 $5.34M - $6.04M
62.6K $6.27M
URBN
Urban Outfitters Inc

Consumer Cyclical
115K
New
$36.98 - $45.38 $4.24M - $5.21M
115K $4.71M
W
Wayfair Inc.

Consumer Cyclical
228K
+ 46.16%
$49.8 - $72.94 $11.3M - $16.6M
722K $38.1M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
692K
+ 36.25%
$36.06 - $47.62 $24.9M - $32.9M
2.6M $98M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
17.1K
New
$183.74 - $229.78 $3.14M - $3.92M
17.1K $3.67M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
93.9K
New
$39.03 - $51.94 $3.67M - $4.88M
93.9K $3.67M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
22.1K
+ 98.03%
$97.19 - $133.81 $2.15M - $2.96M
44.6K $5.75M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
185K
New
$15.57 - $20.94 $2.87M - $3.87M
185K $3.47M
HD
Home Depot, Inc.

Consumer Cyclical
10.1K
+ 331.03%
$325.1 - $368.03 $3.3M - $3.73M
13.2K $4.54M
DAL
Delta Air Lines, Inc.

Industrials
69.6K
New
$45.88 - $53.26 $3.19M - $3.71M
69.6K $3.3M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
179K
New
$17.47 - $27.72 $3.13M - $4.97M
179K $3.19M
TPR
Tapestry, Inc.

Consumer Cyclical
74.6K
+ 243.65%
$38.79 - $48.1 $2.89M - $3.59M
105K $4.5M
CHWY
Chewy, Inc.

Consumer Cyclical
92.5K
+ 225.47%
$14.99 - $29.99 $1.39M - $2.77M
133K $3.64M
T
At&T Inc.

Communication Services
154K
New
$16.09 - $19.11 $2.49M - $2.95M
154K $2.95M
EMR
Emerson Electric CO

Industrials
25.8K
New
$105.97 - $115.59 $2.73M - $2.98M
25.8K $2.84M
CRWD
Crowd Strike Holdings, Inc.

Technology
6.48K
+ 191.21%
$282.64 - $390.43 $1.83M - $2.53M
9.88K $3.78M
LZB
La Z Boy Inc

Consumer Cyclical
70.7K
+ 516.0%
$32.71 - $40.7 $2.31M - $2.88M
84.3K $3.14M
MNRO
Monro, Inc.

Consumer Cyclical
107K
+ 720.29%
$22.52 - $31.1 $2.4M - $3.31M
121K $2.9M
CNK
Cinemark Holdings, Inc.

Communication Services
104K
New
$16.47 - $21.62 $1.72M - $2.25M
104K $2.25M
HPE
Hewlett Packard Enterprise CO

Technology
97.7K
+ 280.26%
$16.44 - $21.84 $1.61M - $2.13M
133K $2.81M
NTNX
Nutanix, Inc.

Technology
37.5K
+ 389.63%
$52.34 - $73.37 $1.96M - $2.75M
47.2K $2.68M
QRVO
Qorvo, Inc.

Technology
17.9K
New
$95.67 - $118.83 $1.71M - $2.13M
17.9K $2.08M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
12K
New
$148.27 - $174.07 $1.78M - $2.09M
12K $2.07M
Activity Summary
Buys All Purchases 215 New Holdings 86 Increased Positions 129 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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