What Lee Ainslie Bought in Q2 2025

Maverick Capital · Quarterly 13F recap as filed with the SEC.

Period: 2025-06-30 · Filed · Historical

$6.66B

Total Value

251

Holdings

81

New Buys

40

Reduced

In Q2 2025, Lee Ainslie reported 251 long equity positions worth $6.66B in their Maverick Capital 13F filing, including 81 new positions (largest: DISNEY WALT CO at $187.1M) and 43 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1NVDANVIDIA CORPORATION2960996$467.8M7.02%+4.6%
2AMZNAMAZON COM INC2060443$452.0M6.79%+5.5%
3TSMTAIWAN SEMICONDUCTOR MFG LTD1760017$398.6M5.99%+20.7%
4MSFTMICROSOFT CORP753404$374.8M5.63%+80.9%
5NUNU HLDGS LTD21737851$298.2M4.48%+30.2%
6PMPHILIP MORRIS INTL INC1481478$269.8M4.05%-3.5%
7NTRANATERA INC1489707$251.7M3.78%-8.9%
8COFCapital One Financial1114960$237.2M3.56%134.7%
9KVUEKENVUE INC10408055$217.8M3.27%22.9%
10DISDISNEY WALT CO1508487$187.1M2.81%NEW
11AMDADVANCED MICRO DEVICES INC1172044$166.3M2.50%5864.3%
12BACBANK AMERICA CORP3197214$151.3M2.27%-12.3%
13CCLCARNIVAL CORP5376870$151.2M2.27%+15.6%
14SWXSOUTHWEST GAS HLDGS INC1993671$148.3M2.23%+9.1%
15GEVGE VERNOVA INC273600$144.8M2.17%NEW
16GFLGFL ENVIRONMENTAL INC2800456$141.3M2.12%-34.9%
17MUMICRON TECHNOLOGY INC1096930$135.2M2.03%35.6%
18MMSIMERIT MED SYS INC1379408$128.9M1.94%+8.4%
19SNOWSNOWFLAKE INC540079$120.9M1.81%-8.0%
20MIRMIRION TECHNOLOGIES INC5308038$114.3M1.72%-34.1%
21CARTMAPLEBEAR INC2168964$98.1M1.47%+20.0%
22ALABASTERA LABS INC1032441$93.4M1.40%
23HIIHUNTINGTON INGALLS INDS INC386533$93.3M1.40%NEW
24FLUTFLUTTER ENTMT PLC296012$84.6M1.27%+29.4%
25INSMINSMED INC804133$80.9M1.22%+89.2%
26WBDWARNER BROS DISCOVERY INC6797230$77.9M1.17%NEW
27DHRDANAHER CORPORATION372126$73.5M1.10%-46.7%
28TEVATEVA PHARMACEUTICAL INDS LTD4377690$73.4M1.10%+14351.6%
29PRMBPRIMO BRANDS CORPORATION2431869$72.0M1.08%+25.3%
30UNHUNITEDHEALTH GROUP INC226153$70.6M1.06%+53.9%
31DDOGDATADOG INC516079$69.3M1.04%NEW
32SGISOMNIGROUP INTERNATIONAL INC994560$67.7M1.02%+-4.4%
33CPNGCOUPANG INC2102777$63.0M0.95%-3.5%
34ACHCACADIA HEALTHCARE COMPANY IN2553237$57.9M0.87%+13.6%
35GAPGAP INC2502118$54.6M0.82%-9.4%
36LULULULULEMON ATHLETICA INC227110$54.0M0.81%-39.0%
37WVEWAVE LIFE SCIENCES LTD8261683$53.7M0.81%
38VRNAVERONA PHARMA PLC521859$49.4M0.74%+-70.7%
39LLYELI LILLY & CO58901$45.9M0.69%NEW
40EVREVERCORE INC169745$45.8M0.69%NEW
41MELIMERCADOLIBRE INC17492$45.7M0.69%-7.6%
42CRWVCOREWEAVE INC267740$43.7M0.66%-68.9%
43PCVXVAXCYTE INC1310605$42.6M0.64%+8.5%
44RBLXROBLOX CORP394875$41.5M0.62%NEW
45LPLALPL FINL HLDGS INC99507$37.3M0.56%+-69.0%
46VRDNVIRIDIAN THERAPEUTICS INC2257010$31.6M0.47%+9.5%
47NAMSWNEWAMSTERDAM PHARMA COMPANY1531874$27.7M0.42%178.8%
48SAILSAILPOINT INC966050$22.1M0.33%
49RCKTWROCKET PHARMACEUTICALS INC8363813$20.5M0.31%+60.9%
50EVHEVOLENT HEALTH INC1392524$15.7M0.24%NEW
51HLTHILTON WORLDWIDE HLDGS INC33004$8.8M0.13%NEW
52OLLIOLLIES BARGAIN OUTLET HLDGS65436$8.6M0.13%-6.4%
53SHAKSHAKE SHACK INC61138$8.6M0.13%NEW
54IVVDINVIVYD INC10229118$7.3M0.11%-6.7%
55LOWLOWES COS INC31880$7.1M0.11%NEW
56GUTSFRACTYL HEALTH INC4248492$6.9M0.10%
57DPZDOMINOS PIZZA INC13907$6.3M0.09%-45.1%
58SMASMARTSTOP SELF STORAG REIT I161950$5.9M0.09%NEW
59CNKCINEMARK HLDGS INC192189$5.8M0.09%NEW
60CHWYCHEWY INC131653$5.6M0.08%-34.5%
61TSCOTRACTOR SUPPLY CO100119$5.3M0.08%NEW
62DOCUDOCUSIGN INC65829$5.1M0.08%NEW
63EFXEQUIFAX INC19728$5.1M0.08%NEW
64ORLYOREILLY AUTOMOTIVE INC56039$5.1M0.08%NEW
65BLMNBLOOMIN BRANDS INC563966$4.9M0.07%+6.7%
66ULTAULTA BEAUTY INC10324$4.8M0.07%175.5%
67GPCGENUINE PARTS CO39391$4.8M0.07%-40.7%
68CPRICAPRI HOLDINGS LIMITED268392$4.8M0.07%-3.4%
69GOOGLALPHABET INC26637$4.7M0.07%NEW
70ARHSARHAUS INC541052$4.7M0.07%NEW
71OSCROSCAR HEALTH INC213095$4.6M0.07%NEW
72HDHOME DEPOT INC12454$4.6M0.07%NEW
73YOUCLEAR SECURE INC162366$4.5M0.07%NEW
74DINDINE BRANDS GLOBAL INC183917$4.5M0.07%+18.8%
75FWRGFIRST WATCH RESTAURANT GROUP278075$4.5M0.07%NEW
76CMGCHIPOTLE MEXICAN GRILL INC78910$4.4M0.07%NEW
77SGSWEETGREEN INC296237$4.4M0.07%+15.4%
78ALL-PJALLSTATE CORP21391$4.3M0.06%NEW
79AALAMERICAN AIRLS GROUP INC368638$4.1M0.06%NEW
80EBAYEBAY INC.54164$4.0M0.06%+13.0%
81ROKUROKU INC44848$3.9M0.06%+155.0%
82WRBYWARBY PARKER INC179628$3.9M0.06%-35.0%
83TDUPTHREDUP INC525270$3.9M0.06%NEW
84WMKWEIS MKTS INC53049$3.8M0.06%NEW
85YETIYETI HLDGS INC121097$3.8M0.06%NEW
86CAKECHEESECAKE FACTORY INC60891$3.8M0.06%+118.3%
87WWAYFAIR INC74110$3.8M0.06%+10.3%
88PRKSUNITED PARKS & RESORTS INC77883$3.7M0.06%+-26.5%
89AFRMAFFIRM HLDGS INC52206$3.6M0.05%NEW
90ABNBAIRBNB INC26738$3.5M0.05%-51.7%
91PLAYDAVE & BUSTERS ENTMT INC117308$3.5M0.05%NEW
92KTBKONTOOR BRANDS INC52947$3.5M0.05%+82.6%
93BYRNBYRNA TECHNOLOGIES INC111794$3.5M0.05%NEW
94LIFXLIFE360 INC51468$3.4M0.05%NEW
95DASHDOORDASH INC13288$3.3M0.05%-96.4%
96DGDOLLAR GEN CORP NEW27936$3.2M0.05%NEW
97WSMWILLIAMS SONOMA INC19394$3.2M0.05%NEW
98TRPCFTRIP COM GROUP LTD52569$3.1M0.05%NEW
99PSA-PSPUBLIC STORAGE OPER CO10044$2.9M0.04%NEW
100VVVVALVOLINE INC77371$2.9M0.04%+-33.6%
101PLNTPLANET FITNESS INC26366$2.9M0.04%NEW
102BBWBUILD-A-BEAR WORKSHOP INC53299$2.7M0.04%+118.9%
103BKEBUCKLE INC59946$2.7M0.04%+75.6%
104DLTRDOLLAR TREE INC27183$2.7M0.04%-97.1%
105FIVEFIVE BELOW INC19460$2.6M0.04%-78.4%
106LTHLIFE TIME GROUP HOLDINGS INC83394$2.5M0.04%NEW
107URBNURBAN OUTFITTERS INC32655$2.4M0.04%+-80.9%
108GRPNGROUPON INC70667$2.4M0.04%+50.0%
109KRUSKURA SUSHI USA INC27267$2.3M0.04%NEW
110WVEWAVE LIFE SCIENCES LTD356700$2.3M0.03%NEW
111AAPLAPPLE INC11229$2.3M0.03%NEW
112REALTHE REALREAL INC463493$2.2M0.03%NEW
113UPSUNITED PARCEL SERVICE INC21314$2.2M0.03%NEW
114FDXFEDEX CORP9328$2.1M0.03%NEW
115ROSTROSS STORES INC16014$2.0M0.03%98.1%
116EXREXTRA SPACE STORAGE INC13801$2.0M0.03%NEW
117DRIDARDEN RESTAURANTS INC9152$2.0M0.03%+-82.5%
118UAAUNDER ARMOUR INC288398$2.0M0.03%-60.8%
119SHOESHOE CARNIVAL INC101599$1.9M0.03%NEW
120LYFTLYFT INC120484$1.9M0.03%NEW
121SEZLSEZZLE INC10399$1.9M0.03%NEW
122INTUINTUIT2358$1.9M0.03%NEW
123PGRPROGRESSIVE CORP6598$1.8M0.03%NEW
124AZOAUTOZONE INC473$1.8M0.03%+-58.3%
125SFMSPROUTS FMRS MKT INC10419$1.7M0.03%-80.9%
126MTCHMATCH GROUP INC NEW54628$1.7M0.03%NEW
127NYTNEW YORK TIMES CO30109$1.7M0.03%NEW
128UBERUBER TECHNOLOGIES INC18058$1.7M0.03%140.1%
129LRCXLAM RESEARCH CORP16438$1.6M0.02%-97.6%
130ADUNITED STATES CELLULAR CORP24540$1.6M0.02%NEW
131LEVILEVI STRAUSS & CO NEW80208$1.5M0.02%NEW
132CASYCASEYS GEN STORES INC2897$1.5M0.02%NEW
133CRISCURIS INC681381$1.5M0.02%+7.8%
134SFIXSTITCH FIX INC395356$1.5M0.02%NEW
135ACIALBERTSONS COS INC64941$1.4M0.02%NEW
136WINAWINMARK CORP3498$1.3M0.02%NEW
137WHWYNDHAM HOTELS & RESORTS INC15663$1.3M0.02%NEW
138PAGSPAGSEGURO DIGITAL LTD131416$1.3M0.02%
139CHTRCharter Communications3040$1.2M0.02%NEW
140BJBJS WHSL CLUB HLDGS INC11455$1.2M0.02%-60.2%
141KRKROGER CO17214$1.2M0.02%NEW
142THCTENET HEALTHCARE CORP6729$1.2M0.02%
143OXMOXFORD INDS INC29117$1.2M0.02%NEW
144EMBJEMBRAER S.A.20495$1.2M0.02%
145ETDETHAN ALLEN INTERIORS INC41633$1.2M0.02%NEW
146MARMARRIOTT INTL INC NEW4212$1.2M0.02%NEW
147AAMIACADIAN ASSET MANAGEMENT INC32476$1.1M0.02%
148GXOGXO LOGISTICS INCORPORATED23351$1.1M0.02%
149EROERO COPPER CORP66510$1.1M0.02%
150BSQKZBLOCK INC16185$1.1M0.02%NEW
151LMNDLEMONADE INC24594$1.1M0.02%NEW
152FCXFreeport-McMoRan24374$1.1M0.02%
153RBSPFNATWEST GROUP PLC72055$1.0M0.02%
154ATKRATKORE INC14371$1.0M0.02%
155OIO-I GLASS INC68741$1.0M0.02%
156ALLYALLY FINL INC25826$1.0M0.02%
157ROLROLLINS INC17752$1.0M0.02%NEW
158CXWCORECIVIC INC47299$997K0.01%
159COOPMR COOPER GROUP INC6629$989K0.01%
160WCCWESCO INTL INC5263$975K0.01%
161ADSKAUTODESK INC3146$974K0.01%NEW
162GTMZOOMINFO TECHNOLOGIES INC95561$967K0.01%
163AVDXAVIDXCHANGE HOLDINGS INC98448$964K0.01%
164EGOELDORADO GOLD CORP NEW47294$962K0.01%
165PRMPERIMETER SOLUTIONS INC68499$954K0.01%
166FLEXFLEX LTD18683$933K0.01%
167BJRIBJS RESTAURANTS INC20876$931K0.01%-9.1%
168ANAUTONATION INC4495$893K0.01%+-88.4%
169ILMNILLUMINA INC9351$892K0.01%
170TRMBTRIMBLE INC11624$883K0.01%
171MHKMOHAWK INDS INC8308$871K0.01%
172WBS-PGWEBSTER FINL CORP15889$868K0.01%
173HPE-PCHEWLETT PACKARD ENTERPRISE C42113$861K0.01%NEW
174LLYVK*LIBERTY MEDIA CORP DEL10586$859K0.01%
175CIENCIENA CORP10546$858K0.01%
176TCKRFTECK RESOURCES LTD21105$852K0.01%
177HASHASBRO INC11543$852K0.01%
178GEOGEO GROUP INC NEW35528$851K0.01%
179LLOBFLLOYDS BANKING GROUP PLC198538$844K0.01%
180NCRRPNCR VOYIX CORPORATION71414$838K0.01%
181QSRRESTAURANT BRANDS INTL INC12636$838K0.01%NEW
182PEGAPEGASYSTEMS INC15298$828K0.01%100.0%
183PINSPINTEREST INC23081$828K0.01%
184CRBUCARIBOU BIOSCIENCES INC652542$822K0.01%
185SPOTSPOTIFY TECHNOLOGY S A1067$819K0.01%NEW
186PFSIPENNYMAC FINL SVCS INC NEW8073$804K0.01%
187PVHPVH CORPORATION11721$804K0.01%NEW
188BOOTBOOT BARN HLDGS INC5251$798K0.01%-90.5%
189EQHEQUITABLE HLDGS INC14185$796K0.01%
190LBRDKLIBERTY BROADBAND CORP7886$776K0.01%
191PAASPAN AMERN SILVER CORP27084$769K0.01%
192CZRCAESARS ENTERTAINMENT INC NE26975$766K0.01%
193BKDBROOKDALE SR LIVING INC108647$756K0.01%
194SYFSYNCHRONY FINANCIAL11309$755K0.01%
195FHN-PFFIRST HORIZON CORPORATION35493$752K0.01%
196TSEMTOWER SEMICONDUCTOR LTD17299$750K0.01%
197ARANTERO RESOURCES CORP18278$736K0.01%
198CARGCARGURUS INC21920$734K0.01%
199AGIALAMOS GOLD INC NEW27126$720K0.01%
200LIVNLIVANOVA PLC15813$712K0.01%
201TRIPTRIPADVISOR INC54181$707K0.01%NEW
202ESTCELASTIC N V8249$696K0.01%
203MTDMETTLER TOLEDO INTERNATIONAL589$692K0.01%
204GTXGARRETT MOTION INC65716$691K0.01%
205BRSLINTERNATIONAL GAME TECHNOLOG43669$690K0.01%
206MCOMOODYS CORP1366$685K0.01%
207BHFBRIGHTHOUSE FINL INC12634$679K0.01%
208CAVACAVA GROUP INC7954$670K0.01%+-87.2%
209RHRH3492$660K0.01%NEW
210DXCDXC TECHNOLOGY CO42512$650K0.01%
211ZUMZZUMIEZ INC48861$648K0.01%-22.6%
212STSENSATA TECHNOLOGIES HLDG PL21258$640K0.01%
213NWSLLNEWS CORP NEW21415$636K0.01%
214CVLTCOMMVAULT SYS INC3638$634K0.01%NEW
215SPGIS&P GLOBAL INC1198$632K0.01%
216ICLRICON PLC4301$626K0.01%
217ALITALIGHT INC110164$624K0.01%
218WFRDWEATHERFORD INTL PLC12334$621K0.01%
219CCKCROWN HLDGS INC5967$614K0.01%
220FTITECHNIPFMC PLC17746$611K0.01%
221AXTAAXALTA COATING SYS LTD20434$607K0.01%
222RPDRAPID7 INC26064$603K0.01%
223CLVTCLARIVATE PLC140095$602K0.01%
224SDRLSEADRILL LTD22572$593K0.01%
225SNSHARKNINJA INC5947$589K0.01%
226IFSINTERCORP FINL SVCS INC15402$587K0.01%
227SHWSHERWIN WILLIAMS CO1706$586K0.01%NEW
228CPCANADIAN PACIFIC KANSAS CITY7331$581K0.01%
229RKLIFRENTOKIL INITIAL PLC23112$555K0.01%-97.3%
230GLNGGOLAR LNG LTD13339$549K0.01%
231HUBSHUBSPOT INC975$543K0.01%
232CRHCRH PLC5729$526K0.01%
233TRUPTRUPANION INC9375$519K0.01%NEW
234OVVOVINTIV INC13492$513K0.01%
235EXPEEXPEDIA GROUP INC3041$513K0.01%+-83.4%
236SVVSAVERS VALUE VLG INC49092$501K0.01%
237CNRCORE NATURAL RESOURCES INC6952$485K0.01%
238DVADAVITA INC3273$466K0.01%
239LBTYKLIBERTY GLOBAL LTD45192$466K0.01%
240CVECENOVUS ENERGY INC33869$461K0.01%
241SUSUNCOR ENERGY INC NEW12068$452K0.01%
242FLYWFLYWIRE CORPORATION38574$451K0.01%
243GPREGREEN PLAINS INC73526$443K0.01%
244AGROADECOAGRO S A48291$441K0.01%
245WIXWIX COM LTD2785$441K0.01%+-79.4%
246MBCMASTERBRAND INC40293$440K0.01%
247GRNDGRINDR INC19365$440K0.01%NEW
248BTUPEABODY ENERGY CORP32435$435K0.01%
249CIVICIVITAS RESOURCES INC11979$330K0.00%
250BROSDUTCH BROS INC4383$300K0.00%+-86.1%
251COLMCOLUMBIA SPORTSWEAR CO4465$273K0.00%NEW