What Lee Ainslie Bought in Q3 2023

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

Period: 2023-09-30 · Filed · Historical

$4.43B

Total Value

301

Holdings

0

New Buys

0

Reduced

In Q3 2023, Lee Ainslie reported 301 long equity positions worth $4.43B in their Maverick Capital 13F filing.

RankTickerCompanySharesValue% PortfolioChange
1CPNGCOUPANG INC77057866$1.31B29.58%
2METAMETA PLATFORMS INC586892$176.2M3.98%
3AMZNAMAZON COM INC1385367$176.1M3.98%
4PMPHILIP MORRIS INTL INC1862227$172.4M3.89%
5NVDANVIDIA CORPORATION335211$145.8M3.29%
6UBERUBER TECHNOLOGIES INC2585968$118.9M2.69%
7RCKTWROCKET PHARMACEUTICALS INC5629970$115.4M2.61%
8VVISA INC478510$110.1M2.49%
9NUNU HLDGS LTD14562725$105.6M2.38%
10MSFTMICROSOFT CORP331607$104.7M2.36%
11JLLJONES LANG LASALLE INC662919$93.6M2.11%
12STZCONSTELLATION BRANDS INC352792$88.7M2.00%
13BAXBAXTER INTL INC2219689$83.8M1.89%
14AMZNAMAZON COM INC610000$77.5M1.75%
15HUMHUMANA INC155228$75.5M1.71%
16DASHDOORDASH INC944017$75.0M1.69%
17STXSEAGATE TECHNOLOGY HLDNGS PL1115924$73.6M1.66%
18BABAALIBABA GROUP HLDG LTD830500$72.0M1.63%
19BABAALIBABA GROUP HLDG LTD830459$72.0M1.63%
20UNPUNION PAC CORP327763$66.7M1.51%
21CRMSALESFORCE INC294947$59.8M1.35%
22000380204ABCAM PLC2446122$55.4M1.25%
23TMUST-MOBILE US INC387640$54.3M1.23%
24WDAYWORKDAY INC240175$51.6M1.17%
25DPZDOMINOS PIZZA INC134418$50.9M1.15%
26BSQKZBLOCK INC946070$41.9M0.95%
27IMGNEURIMMUNOGEN INC2518527$40.0M0.90%
28MELIMERCADOLIBRE INC31414$39.8M0.90%
29PGRPROGRESSIVE CORP272659$38.0M0.86%
30WVEWAVE LIFE SCIENCES LTD6594319$37.9M0.86%
31PTCPTC INC264368$37.5M0.85%
32CEGCONSTELLATION ENERGY CORP335616$36.6M0.83%
33DHRDANAHER CORPORATION144458$35.8M0.81%
34SCHWSCHWAB CHARLES CORP651706$35.8M0.81%
35TWLOTWILIO INC605661$35.4M0.80%
36CBRECBRE GROUP INC411642$30.4M0.69%
37USFDUS FOODS HLDG CORP761960$30.2M0.68%
38457790103INSTRUCTURE HLDGS INC1131367$28.7M0.65%
39CNCCENTENE CORP DEL384406$26.5M0.60%
40TSMTAIWAN SEMICONDUCTOR MFG LTD296888$25.8M0.58%
41CLSCELESTICA INC806561$19.8M0.45%
42LRCXLAM RESEARCH CORP27812$17.4M0.39%
43SWTXSPRINGWORKS THERAPEUTICS INC637760$14.7M0.33%
44G3934N123GLOBAL TECHNOLGY ACQSTN CORP1200000$13.0M0.29%
45AHCOADAPTHEALTH CORP1251370$11.4M0.26%
4614171W103CAREMAX INC5068770$10.7M0.24%
47STEPSTEPSTONE GROUP INC300519$9.5M0.21%
48ATRAATARA BIOTHERAPEUTICS INC6290713$9.3M0.21%
49IVVDINVIVYD INC5270290$9.0M0.20%
50CRISCURIS INC582273$3.8M0.09%
51BBWIBATH & BODY WORKS INC106621$3.6M0.08%
52AEOAMERICAN EAGLE OUTFITTERS IN203004$3.4M0.08%
53WSMWILLIAMS SONOMA INC21664$3.4M0.08%
54WINGWINGSTOP INC18131$3.3M0.07%
55CRBUCARIBOU BIOSCIENCES INC652542$3.1M0.07%
56CSCOCISCO SYS INC51160$2.8M0.06%
57NOWSERVICENOW INC4647$2.6M0.06%
58PLAYDAVE & BUSTERS ENTMT INC69068$2.6M0.06%
59PGPROCTER AND GAMBLE CO17349$2.5M0.06%
60ABTABBOTT LABS24783$2.4M0.05%
61AZOAUTOZONE INC936$2.4M0.05%
62GOOGLALPHABET INC17992$2.4M0.05%
63FTNTFORTINET INC39602$2.3M0.05%
64SPOTSPOTIFY TECHNOLOGY S A14899$2.3M0.05%
65SFMSPROUTS FMRS MKT INC53732$2.3M0.05%
66EXPEEXPEDIA GROUP INC22092$2.3M0.05%
67HPQHP INC88500$2.3M0.05%
68CAKECHEESECAKE FACTORY INC74113$2.2M0.05%
69EYENATIONAL VISION HLDGS INC138619$2.2M0.05%
70PEPPEPSICO INC12514$2.1M0.05%
71URBNURBAN OUTFITTERS INC64780$2.1M0.05%
72DGDOLLAR GEN CORP NEW19852$2.1M0.05%
73RLRALPH LAUREN CORP17689$2.1M0.05%
74ADBEADOBE INC4027$2.1M0.05%
75CASYCASEYS GEN STORES INC7371$2.0M0.05%
76CCICROWN CASTLE INC21440$2.0M0.04%
77DKNGDRAFTKINGS INC NEW64071$1.9M0.04%
78AMDADVANCED MICRO DEVICES INC17818$1.8M0.04%
79TRIPTRIPADVISOR INC105039$1.7M0.04%
80EATBRINKER INTL INC54435$1.7M0.04%
81MUMICRON TECHNOLOGY INC25005$1.7M0.04%
82PRKSSEAWORLD ENTMT INC36679$1.7M0.04%
83FDXFEDEX CORP6352$1.7M0.04%
84SBUXSTARBUCKS CORP18108$1.7M0.04%
85SHWSHERWIN WILLIAMS CO6450$1.6M0.04%
86HAINHAIN CELESTIAL GROUP INC157483$1.6M0.04%
87TAPMOLSON COORS BEVERAGE CO25526$1.6M0.04%
88EQIXEQUINIX INC2203$1.6M0.04%
89JWNUSDNORDSTROM INC106530$1.6M0.04%
90CVSCVS HEALTH CORP22676$1.6M0.04%
91KOCOCA COLA CO27629$1.5M0.03%
92BGSB & G FOODS INC NEW154691$1.5M0.03%
93CMGCHIPOTLE MEXICAN GRILL INC828$1.5M0.03%
94CHDCHURCH & DWIGHT CO INC16175$1.5M0.03%
95PZZAPAPA JOHNS INTL INC21349$1.5M0.03%
96BKNGBOOKING HOLDINGS INC464$1.4M0.03%
97MRKMERCK & CO INC13851$1.4M0.03%
98WOOFOOT LOCKER INC81874$1.4M0.03%
99UPSUNITED PARCEL SERVICE INC8903$1.4M0.03%
100AALAMERICAN AIRLS GROUP INC105355$1.3M0.03%
101LMTLOCKHEED MARTIN CORP3298$1.3M0.03%
102PBHPRESTIGE CONSMR HEALTHCARE I23172$1.3M0.03%
103EPCEDGEWELL PERS CARE CO35767$1.3M0.03%
104POSTPOST HLDGS INC15313$1.3M0.03%
105SJMSMUCKER J M CO10549$1.3M0.03%
106TJXTJX COS INC NEW14405$1.3M0.03%
107HLTHILTON WORLDWIDE HLDGS INC8400$1.3M0.03%
108HCAHCA HEALTHCARE INC5022$1.2M0.03%
109PANWPALO ALTO NETWORKS INC5146$1.2M0.03%
110INTCINTEL CORP33778$1.2M0.03%
111NKENIKE INC12503$1.2M0.03%
112WIXWIX COM LTD12762$1.2M0.03%
113GSGOLDMAN SACHS GROUP INC3522$1.1M0.03%
114WFCWELLS FARGO CO NEW27887$1.1M0.03%
115CARAVIS BUDGET GROUP6297$1.1M0.03%
116BDXBECTON DICKINSON & CO4357$1.1M0.03%
117DXCMDEXCOM INC11761$1.1M0.02%
118MMACYS INC93446$1.1M0.02%
119TDOCTELADOC HEALTH INC57990$1.1M0.02%
120ADMARCHER DANIELS MIDLAND CO14230$1.1M0.02%
121GPCGENUINE PARTS CO7312$1.1M0.02%
122CVXCHEVRON CORP NEW6238$1.1M0.02%
123HHYATT HOTELS CORP9800$1.0M0.02%
124TWNKEURHOSTESS BRANDS INC30911$1.0M0.02%
125MRSHMARSH & MCLENNAN COS INC5243$998K0.02%
126BHCBAUSCH HEALTH COS INC120963$994K0.02%
127LYFTLYFT INC92209$972K0.02%
128JNJJOHNSON & JOHNSON6080$947K0.02%
129CARRCARRIER GLOBAL CORPORATION16673$920K0.02%
130ABBVABBVIE INC6073$905K0.02%
131DKSDICKS SPORTING GOODS INC8247$895K0.02%
132ETSYETSY INC13770$889K0.02%
133LLYELI LILLY & CO1639$880K0.02%
134RSMDFRESMED INC5891$871K0.02%
135TFC-PRTRUIST FINL CORP29622$847K0.02%
136FIVEFIVE BELOW INC5168$832K0.02%
137JBLJABIL INC6522$828K0.02%
138HTZHERTZ GLOBAL HLDGS INC66709$817K0.02%
139BNYBANK NEW YORK MELLON CORP18938$808K0.02%
140SOJFSOUTHERN CO12204$790K0.02%
141MTCHMATCH GROUP INC NEW19713$772K0.02%
142ATVIEURACTIVISION BLIZZARD INC8172$765K0.02%
143LENLENNAR CORP6634$745K0.02%
144CLCOLGATE PALMOLIVE CO10449$743K0.02%
145RHIROBERT HALF INC.9676$709K0.02%
146BLMNBLOOMIN BRANDS INC28789$708K0.02%
147PXDEURPIONEER NAT RES CO3077$706K0.02%
148CBRLCRACKER BARREL OLD CTRY STOR10349$695K0.02%
149FNDFLOOR & DECOR HLDGS INC7613$689K0.02%
150VSXYVICTORIAS SECRET AND CO40269$672K0.02%
151ELLAUDER ESTEE COS INC4641$671K0.02%
152PATHUIPATH INC38760$663K0.01%
153ANFABERCROMBIE & FITCH CO11579$653K0.01%
154FRPTFRESHPET INC9855$649K0.01%
155HESHESS CORP4197$642K0.01%
156BKRBAKER HUGHES COMPANY18004$636K0.01%
157SHAKSHAKE SHACK INC10818$628K0.01%
158CMECME GROUP INC3137$628K0.01%
159ACNACCENTURE PLC IRELAND2018$620K0.01%
160OKEONEOK INC NEW9738$618K0.01%
161LYVLIVE NATION ENTERTAINMENT IN7402$615K0.01%
162ZUMZZUMIEZ INC33222$591K0.01%
163MNROMONRO INC21085$586K0.01%
164HRLHORMEL FOODS CORP15237$579K0.01%
165ANETARISTA NETWORKS INC3129$576K0.01%
166FISVFISERV INC5087$575K0.01%
167ZTSZOETIS INC3288$572K0.01%
168CRWDCROWDSTRIKE HLDGS INC3369$564K0.01%
169INTUINTUIT1102$563K0.01%
170UNFIUNITED NAT FOODS INC39319$556K0.01%
171OTEXOPEN TEXT CORP15681$550K0.01%
172BRK.BBerkshire Hathaway Inc. Class B1561$547K0.01%
173UNHUNITEDHEALTH GROUP INC1076$543K0.01%
174PHPARKER-HANNIFIN CORP1380$538K0.01%
175SMPLSIMPLY GOOD FOODS CO15432$533K0.01%
176ADPAUTOMATIC DATA PROCESSING IN2189$527K0.01%
177VRTXVERTEX PHARMACEUTICALS INC1457$507K0.01%
178AMGNAMGEN INC1882$506K0.01%
179DOWDOW INC9727$502K0.01%
180SNBRQSLEEP NUMBER CORP20328$500K0.01%
181NWLNEWELL BRANDS INC55009$497K0.01%
182MMM3M CO5262$493K0.01%
183FCXFreeport-McMoRan12988$484K0.01%
184CITHE CIGNA GROUP1642$470K0.01%
185JNPRJUNIPER NETWORKS INC16844$468K0.01%
186STSENSATA TECHNOLOGIES HLDG PL11882$449K0.01%
187BERYEURBERRY GLOBAL GROUP INC7223$447K0.01%
188THCTENET HEALTHCARE CORP6774$446K0.01%
189KMIKINDER MORGAN INC DEL26595$441K0.01%
190OXYOCCIDENTAL PETE CORP6703$435K0.01%
191OMFONEMAIN HLDGS INC10204$409K0.01%
192DVNDEVON ENERGY CORP NEW8426$402K0.01%
193NXPINXP SEMICONDUCTORS N V2004$401K0.01%
194TMOTHERMO FISHER SCIENTIFIC INC783$396K0.01%
195LZBLA Z BOY INC12821$396K0.01%
196VMWEURVMWARE INC2360$393K0.01%
197GDDYGODADDY INC5248$391K0.01%
198HUBSHUBSPOT INC768$378K0.01%
199WDCWESTERN DIGITAL CORP.8179$373K0.01%
200VRSNVERISIGN INC1841$373K0.01%
201IVZInvesco Ltd.25577$371K0.01%
202ISRGIntuitive Surgical1259$368K0.01%
203EWEDWARDS LIFESCIENCES CORP5308$368K0.01%
204DRIDARDEN RESTAURANTS INC2552$365K0.01%
205AAGILENT TECHNOLOGIES INC3178$355K0.01%
206PCGPG&E CORP21638$349K0.01%
207RIGTRANSOCEAN LTD41796$343K0.01%
208BBWBUILD-A-BEAR WORKSHOP INC11616$342K0.01%
209PRIPRIMERICA INC1749$339K0.01%
210TEVATEVA PHARMACEUTICAL INDS LTD33105$338K0.01%
211DUKBDUKE ENERGY CORP NEW3806$336K0.01%
212MSCIMSCI INC652$335K0.01%
213RCLROYAL CARIBBEAN GROUP3626$334K0.01%
214OCOWENS CORNING NEW2364$322K0.01%
215MROMARATHON OIL CORP11931$319K0.01%
216PLCECHILDRENS PL INC NEW11787$319K0.01%
217CNQCANADIAN NAT RES LTD4916$318K0.01%
218MNSTMONSTER BEVERAGE CORP NEW5926$314K0.01%
219MOALTRIA GROUP INC7377$310K0.01%
220QLYSQUALYS INC2031$310K0.01%
221KRKROGER CO6865$307K0.01%
222DENNDENNYS CORP36058$305K0.01%
223ALSNALLISON TRANSMISSION HLDGS I5148$304K0.01%
224VEEVVEEVA SYS INC1488$303K0.01%
225INPAPINTERNATIONAL PAPER CO8513$302K0.01%
226PAYXPAYCHEX INC2614$301K0.01%
227AEPAMERICAN ELEC PWR CO INC4005$301K0.01%
228SCCOSOUTHERN COPPER CORP3977$299K0.01%
229AMKRAMKOR TECHNOLOGY INC13192$298K0.01%
230IQVIQVIA HLDGS INC1505$296K0.01%
231GTGOODYEAR TIRE & RUBR CO23732$295K0.01%
232IARTINTEGRA LIFESCIENCES HLDGS C7468$285K0.01%
233PETSPETMED EXPRESS INC27464$282K0.01%
234CNICANADIAN NATL RY CO2579$279K0.01%
235WRKWESTROCK CO7785$279K0.01%
236BXBLACKSTONE INC2601$279K0.01%
237TDGTRANSDIGM GROUP INC326$275K0.01%
238WABWABTEC2585$275K0.01%
239LIVNLIVANOVA PLC5173$274K0.01%
240PLDPROLOGIS INC.2392$268K0.01%
241ATRAATARA BIOTHERAPEUTICS INC181100$268K0.01%
242TROXTRONOX HOLDINGS PLC19910$268K0.01%
243NTRSONORTHERN TR CORP3802$264K0.01%
244RACEFERRARI N V879$260K0.01%
245DBDEUTSCHE BANK A G23575$259K0.01%
246LUVSOUTHWEST AIRLS CO9533$258K0.01%
247GGENPACT LIMITED7078$256K0.01%
248KEYSKEYSIGHT TECHNOLOGIES INC1930$255K0.01%
249SPGIS&P GLOBAL INC698$255K0.01%
250SF-PDSTIFEL FINL CORP4029$248K0.01%
251ZBRAZEBRA TECHNOLOGIES CORPORATI1035$245K0.01%
252OIIOCEANEERING INTL INC9421$242K0.01%
253GTESGATES INDL CORP PLC20818$242K0.01%
254COPCONOCOPHILLIPS2015$241K0.01%
255FULFULLER H B CO3510$241K0.01%
256SLMSLM CORP17574$239K0.01%
257SEESEALED AIR CORP NEW7275$239K0.01%
258LINLINDE PLC631$235K0.01%
259PLUGPLUG POWER INC30378$231K0.01%
260MTDMETTLER TOLEDO INTERNATIONAL208$230K0.01%
261RLXXFRELX PLC6778$228K0.01%
262BRSLINTERNATIONAL GAME TECHNOLOG7481$227K0.01%
263HPE-PCHEWLETT PACKARD ENTERPRISE C13039$226K0.01%
264VFCV F CORP12736$225K0.01%
265CNO-PACNO FINL GROUP INC9411$223K0.01%
266ALVAUTOLIV INC2309$223K0.01%
267VRTVERTIV HOLDINGS CO5981$222K0.01%
268UIUBIQUITI INC1522$221K0.00%
269NXSTNEXSTAR MEDIA GROUP INC1530$219K0.00%
270ASXASE TECHNOLOGY HLDG CO LTD29042$218K0.00%
271TELTE CONNECTIVITY LTD1748$216K0.00%
272LEALEAR CORP1595$214K0.00%
273DLBDOLBY LABORATORIES INC2683$213K0.00%
274WUWESTERN UN CO16011$211K0.00%
275SLGNSILGAN HLDGS INC4850$209K0.00%
276IBPINSTALLED BLDG PRODS INC1671$209K0.00%
277HSBCHSBC HLDGS PLC5276$208K0.00%
278RVLVREVOLVE GROUP INC15153$206K0.00%
279VLOVALERO ENERGY CORP1454$206K0.00%
280LKQLKQ CORP4133$205K0.00%
281AMANTERO MIDSTREAM CORP16772$201K0.00%
282VODPFVODAFONE GROUP PLC NEW20461$194K0.00%
283XRXDWXEROX HOLDINGS CORP12044$189K0.00%
284SAVEEURSPIRIT AIRLS INC11416$188K0.00%
285CLVTCLARIVATE PLC24126$162K0.00%
286BKDBROOKDALE SR LIVING INC38046$158K0.00%
287JBIJANUS INTERNATIONAL GROUP IN14354$154K0.00%
288HBMHUDBAY MINERALS INC31510$153K0.00%
289RBSPFNATWEST GROUP PLC25591$149K0.00%
290SIRISIRIUS XM HOLDINGS INC31697$143K0.00%
291ZIPZIPRECRUITER INC11769$141K0.00%
292SPWRWSUNPOWER CORP22750$140K0.00%
293PLYAPLAYA HOTELS & RESORTS NV18061$131K0.00%
294BTGB2GOLD CORP44116$127K0.00%
295ADEAADEIA INC11687$125K0.00%
296KGCKINROSS GOLD CORP27313$125K0.00%
297PRMPERIMETER SOLUTIONS SA26063$118K0.00%
298GTXGARRETT MOTION INC14871$117K0.00%
299XPERXPERI INC11312$112K0.00%
300WOOFPETCO HEALTH & WELLNESS CO I23099$94K0.00%
301ADTADT INC DEL12141$73K0.00%