https://holdlens.com/investor/lee-ainslie Every 13F move by Lee Ainslie (Maverick Capital) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/META https://holdlens.com/investor/lee-ainslie#2025-Q4-META-add-0 Lee Ainslie (Maverick Capital) added META in Q4 2025 · 2.9% of portfolio. Big META add — conviction build. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/NFLX https://holdlens.com/investor/lee-ainslie#2025-Q4-NFLX-add-1 Lee Ainslie (Maverick Capital) added NFLX in Q4 2025 · 3.4% of portfolio. Adding Netflix. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/PDD https://holdlens.com/investor/lee-ainslie#2025-Q4-PDD-trim-2 Lee Ainslie (Maverick Capital) trimmed PDD (PG&E CORP) in Q4 2025 · 7.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/AMZN https://holdlens.com/investor/lee-ainslie#2025-Q4-AMZN-trim-3 Lee Ainslie (Maverick Capital) trimmed AMZN (AMAZON COM INC) in Q4 2025 · 6.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/lee-ainslie#2025-Q4-MSFT-trim-4 Lee Ainslie (Maverick Capital) trimmed MSFT (MICROSOFT CORP) in Q4 2025 · 6.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/UNP https://holdlens.com/investor/lee-ainslie#2025-Q4-UNP-add-5 Lee Ainslie (Maverick Capital) added UNP (UNION PAC CORP) in Q4 2025 · 5.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CRH https://holdlens.com/investor/lee-ainslie#2025-Q4-CRH-add-6 Lee Ainslie (Maverick Capital) added CRH (CRH PLC) in Q4 2025 · 4.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/BN https://holdlens.com/investor/lee-ainslie#2025-Q4-BN-add-7 Lee Ainslie (Maverick Capital) added BN (BROOKFIELD CORP) in Q4 2025 · 3.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/COF https://holdlens.com/investor/lee-ainslie#2025-Q4-COF-trim-8 Lee Ainslie (Maverick Capital) trimmed COF (CAPITAL ONE FINL CORP) in Q4 2025 · 3.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/CRS https://holdlens.com/investor/lee-ainslie#2025-Q4-CRS-trim-9 Lee Ainslie (Maverick Capital) trimmed CRS (CARPENTER TECHNOLOGY CORP) in Q4 2025 · 3.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/LYV https://holdlens.com/investor/lee-ainslie#2025-Q4-LYV-add-10 Lee Ainslie (Maverick Capital) added LYV (LIVE NATION ENTERTAINMENT IN) in Q4 2025 · 3.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/LPLA https://holdlens.com/investor/lee-ainslie#2025-Q4-LPLA-trim-11 Lee Ainslie (Maverick Capital) trimmed LPLA (LPL FINL HLDGS INC) in Q4 2025 · 2.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/CMG https://holdlens.com/investor/lee-ainslie#2025-Q4-CMG-new-12 Lee Ainslie (Maverick Capital) new position CMG (CHIPOTLE MEXICAN GRILL INC) in Q4 2025 · 2.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/CEG https://holdlens.com/investor/lee-ainslie#2025-Q4-CEG-new-13 Lee Ainslie (Maverick Capital) new position CEG (CONSTELLATION ENERGY CORP) in Q4 2025 · 2.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/VST https://holdlens.com/investor/lee-ainslie#2025-Q4-VST-add-14 Lee Ainslie (Maverick Capital) added VST (VISTRA CORP) in Q4 2025 · 2.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/DHR https://holdlens.com/investor/lee-ainslie#2025-Q4-DHR-add-15 Lee Ainslie (Maverick Capital) added DHR (DANAHER CORPORATION) in Q4 2025 · 1.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/lee-ainslie#2025-Q4-TSM-trim-16 Lee Ainslie (Maverick Capital) trimmed TSM (TAIWAN SEMICONDUCTOR MFG LTD) in Q4 2025 · 1.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BABA https://holdlens.com/investor/lee-ainslie#2025-Q4-BABA-new-17 Lee Ainslie (Maverick Capital) new position BABA (ALIBABA GROUP HLDG LTD) in Q4 2025 · 1.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/API https://holdlens.com/investor/lee-ainslie#2025-Q4-API-new-18 Lee Ainslie (Maverick Capital) new position API (API GROUP CORP) in Q4 2025 · 1.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/SPOT https://holdlens.com/investor/lee-ainslie#2025-Q4-SPOT-new-19 Lee Ainslie (Maverick Capital) new position SPOT (SPOTIFY TECHNOLOGY S A) in Q4 2025 · 0.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/PGR https://holdlens.com/investor/lee-ainslie#2025-Q4-PGR-new-20 Lee Ainslie (Maverick Capital) new position PGR (PROGRESSIVE CORP) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/TMO https://holdlens.com/investor/lee-ainslie#2025-Q4-TMO-new-21 Lee Ainslie (Maverick Capital) new position TMO (THERMO FISHER SCIENTIFIC INC) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/CSX https://holdlens.com/investor/lee-ainslie#2025-Q4-CSX-new-22 Lee Ainslie (Maverick Capital) new position CSX (CSX CORP) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/SPG https://holdlens.com/investor/lee-ainslie#2025-Q4-SPG-exit-23 Lee Ainslie (Maverick Capital) exited SPG (SPDR S&P 500 ETF TR) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/FLUT https://holdlens.com/investor/lee-ainslie#2025-Q4-FLUT-exit-24 Lee Ainslie (Maverick Capital) exited FLUT (FLUTTER ENTMT PLC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/APO https://holdlens.com/investor/lee-ainslie#2025-Q4-APO-exit-25 Lee Ainslie (Maverick Capital) exited APO (APOLLO GLOBAL MGMT INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/TLN https://holdlens.com/investor/lee-ainslie#2025-Q4-TLN-exit-26 Lee Ainslie (Maverick Capital) exited TLN (TALEN ENERGY CORP) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/J https://holdlens.com/investor/lee-ainslie#2025-Q4-J-exit-27 Lee Ainslie (Maverick Capital) exited J (JACOBS SOLUTIONS INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/FND https://holdlens.com/investor/lee-ainslie#2025-Q4-FND-exit-28 Lee Ainslie (Maverick Capital) exited FND (FLOOR & DECOR HLDGS INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/MSFT https://holdlens.com/investor/lee-ainslie#2025-Q3-MSFT-add-29 Lee Ainslie (Maverick Capital) added MSFT in Q3 2025 · 3.8% of portfolio. Maverick MSFT add. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/SPG https://holdlens.com/investor/lee-ainslie#2025-Q3-SPG-new-30 Lee Ainslie (Maverick Capital) new position SPG (SPDR S&P 500 ETF TR) in Q3 2025 · 6.5% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/TSM https://holdlens.com/investor/lee-ainslie#2025-Q3-TSM-trim-31 Lee Ainslie (Maverick Capital) trimmed TSM (TAIWAN SEMICONDUCTOR MFG LTD) in Q3 2025 · 3.4% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/COF https://holdlens.com/investor/lee-ainslie#2025-Q3-COF-trim-32 Lee Ainslie (Maverick Capital) trimmed COF (CAPITAL ONE FINL CORP) in Q3 2025 · 3.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/CRH https://holdlens.com/investor/lee-ainslie#2025-Q3-CRH-trim-33 Lee Ainslie (Maverick Capital) trimmed CRH (CRH PLC) in Q3 2025 · 2.9% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/LYV https://holdlens.com/investor/lee-ainslie#2025-Q3-LYV-trim-34 Lee Ainslie (Maverick Capital) trimmed LYV (LIVE NATION ENTERTAINMENT IN) in Q3 2025 · 2.5% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/CRS https://holdlens.com/investor/lee-ainslie#2025-Q3-CRS-add-35 Lee Ainslie (Maverick Capital) added CRS (CARPENTER TECHNOLOGY CORP) in Q3 2025 · 2.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/UNP https://holdlens.com/investor/lee-ainslie#2025-Q3-UNP-new-36 Lee Ainslie (Maverick Capital) new position UNP (UNION PAC CORP) in Q3 2025 · 2.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/VST https://holdlens.com/investor/lee-ainslie#2025-Q3-VST-trim-37 Lee Ainslie (Maverick Capital) trimmed VST (VISTRA CORP) in Q3 2025 · 2.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/META https://holdlens.com/investor/lee-ainslie#2025-Q3-META-add-38 Lee Ainslie (Maverick Capital) added META (META PLATFORMS INC) in Q3 2025 · 1.8% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/APO https://holdlens.com/investor/lee-ainslie#2025-Q3-APO-trim-39 Lee Ainslie (Maverick Capital) trimmed APO (APOLLO GLOBAL MGMT INC) in Q3 2025 · 1.7% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim