Lee Ainslie Purchases in Q2 2025

Maverick Capital LTD

  • $5.84 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROKU
Roku, Inc

Communication Services
27.3K
+ 155.04%
$55.1 - $87.89 $1.5M - $2.4M
44.8K $3.94M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
83.4K
New
$26.63 - $32.97 $2.22M - $2.75M
83.4K $2.53M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
33K
+ 118.29%
$44.23 - $62.66 $1.46M - $2.07M
60.9K $3.82M
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
27.3K
New
$41.46 - $86.08 $1.13M - $2.35M
27.3K $2.35M
AAPL
Apple Inc.

Technology
11.2K
New
$172.42 - $223.89 $1.94M - $2.51M
11.2K $2.3M
REAL
The Real Real, Inc.

Consumer Cyclical
463K
New
$4.79 - $7.29 $2.22M - $3.38M
463K $2.22M
UPS
United Parcel Service Inc

Industrials
21.3K
New
$91.92 - $110.2 $1.96M - $2.35M
21.3K $2.15M
FDX
Fedex Corp

Industrials
9.33K
New
$198.07 - $245.17 $1.85M - $2.29M
9.33K $2.12M
EXR
Extra Space Storage Inc.

Real Estate
13.8K
New
$126.61 - $152.99 $1.75M - $2.11M
13.8K $2.03M
SCVL
Shoe Carnival Inc

Consumer Cyclical
102K
New
$16.75 - $23.0 $1.7M - $2.34M
102K $1.9M
INTU
Intuit Inc

Technology
2.36K
New
$544.07 - $787.63 $1.28M - $1.86M
2.36K $1.86M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
29K
+ 118.9%
$33.46 - $53.52 $969K - $1.55M
53.3K $2.75M
PGR
Progressive Corp

Financial Services
6.6K
New
$255.27 - $288.74 $1.68M - $1.91M
6.6K $1.76M
MTCH
Match Group, Inc.

Communication Services
54.6K
New
$27.03 - $31.93 $1.48M - $1.74M
54.6K $1.69M
NYT
New York Times CO

Communication Services
30.1K
New
$45.37 - $57.12 $1.37M - $1.72M
30.1K $1.69M
W
Wayfair Inc.

Consumer Cyclical
6.89K
+ 10.26%
$24.14 - $51.22 $166K - $353K
74.1K $3.79M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
23.9K
+ 82.57%
$52.22 - $73.66 $1.25M - $1.76M
52.9K $3.49M
USM
United States Cellular Corp

Communication Services
24.5K
New
$58.33 - $69.71 $1.43M - $1.71M
24.5K $1.57M
LEVI
Levi Strauss & CO

Consumer Cyclical
80.2K
New
$12.42 - $18.62 $996K - $1.49M
80.2K $1.48M
GRPN
Groupon, Inc.

Communication Services
23.5K
+ 49.96%
$16.78 - $38.84 $395K - $914K
70.7K $2.36M
CASY
Caseys General Stores Inc

Consumer Cyclical
2.9K
New
$415.82 - $510.91 $1.2M - $1.48M
2.9K $1.48M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
395K
New
$2.75 - $4.79 $1.09M - $1.89M
395K $1.46M
BKE
Buckle Inc

Consumer Cyclical
25.8K
+ 75.62%
$33.77 - $45.57 $872K - $1.18M
59.9K $2.72M
ACI
Albertsons Companies, Inc.

Consumer Defensive
64.9K
New
$19.94 - $22.91 $1.29M - $1.49M
64.9K $1.4M
WINA
Winmark Corp

Consumer Cyclical
3.5K
New
$318.43 - $450.34 $1.11M - $1.58M
3.5K $1.32M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
15.7K
New
$78.47 - $92.25 $1.23M - $1.44M
15.7K $1.27M
CHTR
Charter Communications, Inc.

Communication Services
3.04K
New
$321.68 - $427.25 $978K - $1.3M
3.04K $1.24M
KR
Kroger CO

Consumer Defensive
17.2K
New
$64.62 - $74.0 $1.11M - $1.27M
17.2K $1.23M
OXM
Oxford Industries Inc

Consumer Cyclical
29.1K
New
$37.26 - $60.9 $1.08M - $1.77M
29.1K $1.17M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
41.6K
New
$25.26 - $29.45 $1.05M - $1.23M
41.6K $1.16M
MAR
Marriott International Inc

Consumer Cyclical
4.21K
New
$211.12 - $274.14 $889K - $1.15M
4.21K $1.15M
UBER
Uber Technologies, Inc

Technology
10.5K
+ 140.07%
$64.62 - $93.3 $681K - $983K
18.1K $1.68M
LMND
Lemonade, Inc.

Financial Services
24.6K
New
$25.12 - $45.79 $618K - $1.13M
24.6K $1.08M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
35.7K
+ 6.75%
$6.26 - $9.51 $223K - $339K
564K $4.86M
ROST
Ross Stores, Inc.

Consumer Cyclical
7.93K
+ 98.12%
$126.62 - $154.26 $1M - $1.22M
16K $2.04M
ROL
Rollins Inc

Consumer Cyclical
17.8K
New
$50.65 - $58.58 $899K - $1.04M
17.8K $1M
SQ
Block, Inc.

Technology
16.2K
New
N/A
16.2K $926K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
29.1K
+ 18.82%
$18.77 - $27.82 $547K - $811K
184K $4.47M
HPE
Hewlett Packard Enterprise CO

Technology
42.1K
New
$12.51 - $20.45 $527K - $861K
42.1K $861K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
12.6K
New
$60.03 - $72.0 $759K - $910K
12.6K $837K
SPOT
Spotify Technology S.A.

Communication Services
1.07K
New
$503.3 - $775.9 $537K - $828K
1.07K $818K
PVH
Pvh Corp.

Consumer Cyclical
11.7K
New
$60.5 - $87.28 $709K - $1.02M
11.7K $804K
EBAY
Ebay Inc

Consumer Cyclical
6.21K
+ 12.95%
$59.52 - $79.36 $370K - $493K
54.2K $4.03M
ADSK
Autodesk, Inc.

Technology
3.15K
New
N/A
3.15K $773K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
54.2K
New
$10.67 - $15.71 $578K - $851K
54.2K $707K
RH
Rh

Consumer Cyclical
3.49K
New
$145.66 - $249.35 $509K - $871K
3.49K $660K
CVLT
Commvault Systems Inc

Technology
3.64K
New
$139.35 - $190.99 $507K - $695K
3.64K $634K
SHW
Sherwin Williams CO

Basic Materials
1.71K
New
$313.51 - $363.51 $535K - $620K
1.71K $585K
TRUP
Trupanion, Inc.

Financial Services
9.38K
New
$32.91 - $56.45 $309K - $529K
9.38K $518K
Activity Summary
Buys All Purchases 118 New Holdings 79 Increased Positions 39 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 1 Puts 1
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