Lee Ainslie Incresed Positions in Q3 2024

Maverick Capital LTD

  • $4.82 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
494K
+ 108.28%
$128.67 - $183.96 $63.5M - $90.8M
950K $156M
VRNA
Verona Pharma PLC

Healthcare
1.12M
+ 36.32%
$15.46 - $30.16 $17.4M - $33.9M
4.22M $121M
SBUX
Starbucks Corp

Consumer Cyclical
489K
+ 34.31%
$72.51 - $98.6 $35.5M - $48.2M
1.91M $187M
NFLX
Netflix Inc

Communication Services
102K
+ 17941.48%
$598.55 - $722.26 $61.1M - $73.7M
103K $72.8M
PCVX
Vaxcyte, Inc.

Healthcare
288K
+ 41.92%
$70.52 - $117.12 $20.3M - $33.8M
976K $111M
NTRA
Natera, Inc.

Healthcare
270K
+ 25.2%
$97.75 - $129.67 $26.4M - $35M
1.34M $170M
WVE
Wave Life Sciences Ltd.

Healthcare
2.38M
+ 31.01%
$5.12 - $9.01 $12.2M - $21.4M
10M $82.4M
DASH
Door Dash, Inc.

Communication Services
67.1K
+ 7.3%
$100.28 - $143.99 $6.73M - $9.67M
987K $141M
CNK
Cinemark Holdings, Inc.

Communication Services
1.41M
+ 1356.4%
$20.78 - $28.78 $29.4M - $40.7M
1.52M $42.3M
LPLA
Lpl Financial Holdings Inc.

Financial Services
224K
+ 81.98%
$193.0 - $282.1 $43.2M - $63.2M
497K $116M
SWX
Southwest Gas Holdings, Inc.

Utilities
276K
+ 18.53%
$68.16 - $75.87 $18.8M - $20.9M
1.77M $130M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
128K
+ 26.14%
$147.95 - $191.05 $18.9M - $24.4M
617K $107M
SHC
Sotera Health CO

Healthcare
118K
+ 3.5%
$11.58 - $16.91 $1.37M - $2M
3.5M $58.4M
GFL
Gfl Environmental Inc.

Industrials
373K
+ 11.34%
$37.64 - $43.49 $14M - $16.2M
3.66M $146M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
139K
+ 14.18%
$45.22 - $54.77 $6.28M - $7.6M
1.12M $61M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
903K
+ 74.55%
$12.72 - $16.03 $11.5M - $14.5M
2.11M $29.4M
NU
Nu Holdings Ltd.

Financial Services
214K
+ 1.79%
$10.71 - $15.14 $2.29M - $3.23M
12.1M $165M
AMZN
Amazon Com Inc

Consumer Cyclical
89.9K
+ 6.26%
$161.02 - $200.0 $14.5M - $18M
1.53M $284M
TWLO
Twilio Inc

Communication Services
5.22K
+ 0.69%
$56.03 - $65.23 $292K - $340K
767K $50M
EAT
Brinker International, Inc

Consumer Cyclical
65.1K
+ 147.44%
$59.09 - $77.85 $3.84M - $5.06M
109K $8.35M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
26.1K
+ 181.97%
$89.87 - $124.16 $2.35M - $3.24M
40.5K $5.03M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
157K
+ 85.12%
$14.84 - $21.08 $2.33M - $3.31M
342K $7.01M
ETN
Eaton Corp PLC

Industrials
10.1K
+ 403.13%
$272.52 - $333.02 $2.74M - $3.35M
12.6K $4.16M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
76.6K
+ 261.3%
$23.94 - $34.37 $1.83M - $2.63M
106K $3.64M
CROX
Crocs, Inc.

Consumer Cyclical
16.9K
+ 214.69%
$121.05 - $147.9 $2.05M - $2.5M
24.8K $3.59M
NTAP
Net App, Inc.

Technology
18.2K
+ 134.06%
$114.18 - $134.62 $2.08M - $2.45M
31.8K $3.93M
PYPL
Pay Pal Holdings, Inc.

Financial Services
22.8K
+ 180.58%
$57.22 - $80.08 $1.3M - $1.83M
35.4K $2.76M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
19.1K
+ 102.81%
$129.86 - $184.59 $2.49M - $3.53M
37.8K $5.28M
URBN
Urban Outfitters Inc

Consumer Cyclical
59K
+ 51.41%
$34.35 - $48.06 $2.03M - $2.83M
174K $6.66M
DELL
Dell Technologies Inc.

Technology
18.3K
+ 116.18%
$87.89 - $145.97 $1.6M - $2.66M
34K $4.03M
CVLT
Commvault Systems Inc

Technology
9.62K
+ 94.32%
$119.99 - $155.51 $1.15M - $1.5M
19.8K $3.05M
EL
Estee Lauder Companies Inc

Consumer Defensive
17.8K
+ 651.56%
$84.18 - $106.5 $1.5M - $1.9M
20.5K $2.05M
VVV
Valvoline Inc

Energy
38.8K
+ 93.35%
$38.64 - $47.6 $1.5M - $1.85M
80.5K $3.37M
LYFT
Lyft, Inc.

Technology
122K
+ 251.02%
$9.08 - $13.97 $1.11M - $1.71M
171K $2.18M
JWN
Nordstrom Inc

Consumer Cyclical
54.4K
+ 45.8%
$21.09 - $23.82 $1.15M - $1.3M
173K $3.9M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
43K
+ 16.39%
$9.39 - $13.59 $404K - $585K
306K $4.15M
GRMN
Garmin LTD

Technology
6.28K
+ 85.77%
$161.1 - $183.29 $1.01M - $1.15M
13.6K $2.39M
JBLU
Jetblue Airways Corp

Industrials
142K
+ 136.09%
$4.57 - $6.66 $647K - $943K
246K $1.61M
BTU
Peabody Energy Corp

Energy
23.2K
+ 32.79%
$20.56 - $26.53 $476K - $615K
93.8K $2.49M
IMKTA
Ingles Markets Inc

Consumer Defensive
10.2K
+ 55.71%
$67.82 - $81.05 $691K - $826K
28.5K $2.13M
ZBRA
Zebra Technologies Corp

Technology
1.42K
+ 28.22%
$306.21 - $371.02 $434K - $526K
6.44K $2.38M
SCVL
Shoe Carnival Inc

Consumer Cyclical
9.51K
+ 16.74%
$35.77 - $45.82 $340K - $436K
66.3K $2.91M
HBM
Hudbay Minerals Inc.

Basic Materials
84.2K
+ 45.07%
$6.8 - $9.74 $573K - $820K
271K $2.49M
SNBR
Sleep Number Corp

Consumer Cyclical
30.3K
+ 150.68%
$8.63 - $19.59 $262K - $594K
50.5K $924K
EBAY
Ebay Inc

Consumer Cyclical
1.33K
+ 2.88%
$52.61 - $65.44 $70K - $87K
47.5K $3.09M
BHC
Bausch Health Companies Inc.

Healthcare
40.8K
+ 17.7%
$5.22 - $8.26 $213K - $337K
271K $2.21M
WCC
Wesco International Inc

Industrials
2.85K
+ 28.3%
$149.47 - $183.24 $426K - $522K
12.9K $2.17M
GRAB
Grab Holdings LTD

Technology
112K
+ 25.45%
$3.12 - $3.86 $350K - $433K
553K $2.09M
DVA
Davita Inc.

Healthcare
1.33K
+ 11.54%
$133.98 - $165.19 $179K - $220K
12.9K $2.11M
Activity Summary
Buys All Purchases 175 New Holdings 80 Increased Positions 95 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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