Lee Ainslie Sells in Q2 2024

Maverick Capital LTD

  • $5.07 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CPNG
Coupang, Inc.

Consumer Cyclical
-25M
- 46.08%
$18.2 - $23.65 $455M - $591M
29.3M $613M
CRM
Salesforce, Inc.

Technology
-153K
- 36.19%
$218.01 - $304.74 $33.5M - $46.8M
271K $69.6M
EL
Estee Lauder Companies Inc

Consumer Defensive
-220K
- 98.77%
$106.4 - $152.77 $23.4M - $33.6M
2.73K $290K
SWX
Southwest Gas Holdings, Inc.

Utilities
-171K
- 10.3%
$70.38 - $78.35 $12M - $13.4M
1.49M $105M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-57.3K
- 17.34%
$256.41 - $288.82 $14.7M - $16.5M
273K $76.3M
JLL
Jones Lang Lasalle Inc

Real Estate
-85.9K
- 10.59%
$173.39 - $211.6 $14.9M - $18.2M
725K $149M
WVE
Wave Life Sciences Ltd.

Healthcare
-18.7K
- 0.24%
$4.38 - $6.48 $82K - $121K
7.67M $38.3M
MELI
Mercadolibre Inc

Consumer Cyclical
-7.05K
- 17.29%
$1356.43 - $1787.73 $9.56M - $12.6M
33.7K $55.4M
TWLO
Twilio Inc

Communication Services
-37.4K
- 4.69%
$53.02 - $63.37 $1.98M - $2.37M
762K $43.3M
GPS
Gap Inc

Consumer Cyclical
-158K
- 76.31%
$19.83 - $29.03 $3.13M - $4.58M
48.9K $1.17M
AHCO
Adapt Health Corp.

Healthcare
-143K
- 10.86%
$9.19 - $11.6 $1.32M - $1.66M
1.18M $11.8M
FDX
Fedex Corp

Industrials
-11.3K
- 82.49%
$245.11 - $299.84 $2.77M - $3.39M
2.4K $720K
SHC
Sotera Health CO

Healthcare
-188K
- 5.27%
$10.75 - $12.5 $2.02M - $2.35M
3.38M $40.1M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-28.6K
- 86.86%
$61.79 - $85.43 $1.77M - $2.44M
4.33K $274K
NFLX
Netflix Inc

Communication Services
-3.39K
- 85.64%
$550.64 - $686.12 $1.87M - $2.33M
569 $384K
SPOT
Spotify Technology S.A.

Communication Services
-7.69K
- 75.99%
$266.43 - $326.68 $2.05M - $2.51M
2.43K $762K
WING
Wingstop Inc.

Consumer Cyclical
-5.91K
- 44.5%
$347.37 - $428.85 $2.05M - $2.53M
7.37K $3.11M
ADBE
Adobe Inc.

Technology
-2.92K
- 76.66%
$439.02 - $555.54 $1.28M - $1.62M
888 $493K
EBAY
Ebay Inc

Consumer Cyclical
-17.7K
- 27.76%
$49.38 - $54.55 $876K - $968K
46.2K $2.48M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-940
- 6.15%
$99.41 - $126.69 $93.4K - $119K
14.4K $1.43M
GRMN
Garmin LTD

Technology
-3.97K
- 35.15%
$139.52 - $170.94 $554K - $678K
7.32K $1.19M
TDOC
Teladoc Health, Inc.

Healthcare
-12.5K
- 21.93%
$9.65 - $15.06 $121K - $188K
44.5K $435K
HSY
Hershey CO

Consumer Defensive
-1.92K
- 40.11%
$182.0 - $209.51 $350K - $402K
2.87K $527K
SLG
Sl Green Realty Corp

Real Estate
-7.49K
- 48.68%
$48.32 - $57.38 $362K - $430K
7.89K $447K
PDCO
Patterson Companies, Inc.

Healthcare
-10.4K
- 30.09%
$22.63 - $27.07 $236K - $282K
24.2K $583K
CASY
Caseys General Stores Inc

Consumer Cyclical
-1.32K
- 47.23%
$309.17 - $382.87 $409K - $506K
1.48K $563K
LYV
Live Nation Entertainment, Inc.

Communication Services
-1.46K
- 20.39%
$88.27 - $104.88 $129K - $153K
5.69K $533K
AFRM
Affirm Holdings, Inc.

Technology
-2.02K
- 10.14%
$28.72 - $36.02 $57.9K - $72.7K
17.9K $539K
CHH
Choice Hotels International Inc

Consumer Cyclical
-1.27K
- 30.74%
$109.76 - $126.22 $139K - $160K
2.85K $339K
CROX
Crocs, Inc.

Consumer Cyclical
-977
- 11.04%
$119.33 - $159.68 $117K - $156K
7.87K $1.15M
STEP
Step Stone Group Inc.

Financial Services
-4.82K
- 35.34%
$34.55 - $45.89 $166K - $221K
8.82K $404K
SWKS
Skyworks Solutions, Inc.

Technology
-682
- 19.52%
$89.72 - $107.86 $61.2K - $73.6K
2.81K $299K
Caremax Inc
-37.4K
- 22.15%
N/A
132K $0
Maplebear Inc
-127K
- 5.34%
N/A
2.24M $0
TMUS
T Mobile Us, Inc.

Communication Services
-17K
- 7.35%
$159.79 - $180.69 $2.71M - $3.06M
214K $37.7M
GDDY
Go Daddy Inc.

Technology
-1.24K
- 12.0%
$120.12 - $142.04 $149K - $177K
9.11K $1.27M
PANW
Palo Alto Networks Inc

Technology
-889
- 8.69%
$265.2 - $340.82 $236K - $303K
9.34K $3.17M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-2.99K
- 13.81%
$109.32 - $192.34 $326K - $574K
18.6K $3.31M
EAT
Brinker International, Inc

Consumer Cyclical
-1.66K
- 3.62%
$44.07 - $74.44 $73.1K - $123K
44.1K $3.19M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.05K
- 1.77%
$62.29 - $83.66 $65.3K - $87.7K
58.1K $4.86M
LRCX
Lam Research Corp

Technology
-1.44K
- 4.89%
$868.07 - $1089.58 $1.25M - $1.57M
28K $29.8M
STX
Seagate Technology Holdings PLC

Technology
-78.3K
- 6.72%
$82.46 - $105.99 $6.46M - $8.3M
1.09M $112M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-12.1K
- 2.42%
$58.65 - $74.22 $710K - $898K
488K $35.9M
NU
Nu Holdings Ltd.

Financial Services
-148K
- 1.23%
$10.48 - $12.92 $1.55M - $1.91M
11.9M $153M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-14.9K
- 2.96%
$127.7 - $179.69 $1.9M - $2.68M
489K $85M
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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