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Lee Ainslie - Maverick Capital
Lee Ainslie - Maverick CapitalFecha: 30 Jun 2025Inversiones: 249Valor: $6,512,596,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
NVDA - NVIDIA Corp.
5.61
Add 15.67%
2,368,091
$121.44
$287,581,000
$132.11
8.79%
$53.54
$153.13
AMZN - Amazon.com Inc.
5.55
Add 6.26%
1,526,819
$186.33
$284,492,000
$217.14
16.54%
$149.91
$233.00
MSFT - Microsoft Corp.
5.14
Add 2.08%
612,455
$430.30
$263,539,000
$413.97
-3.80%
$377.56
$466.57
CPNG - Coupang Inc.
4.77
Reduce 65.90%
9,974,672
$24.55
$244,878,000
$21.55
-12.22%
$13.51
$26.91
PM - Philip Morris Intl.
4.55
Reduce 4.24%
1,923,751
$121.40
$233,543,000
$116.57
-3.98%
$84.98
$132.68
SBUX - Starbucks Corp.
3.64
Add 34.31%
1,914,332
$97.49
$186,628,000
$91.67
-5.97%
$70.40
$103.32
NTRA - Natera Inc.
3.32
Add 25.20%
1,340,045
$126.95
$170,119,000
$171.84
35.36%
$59.80
$177.00
NU - Nu Holdings Ltd
3.23
Add 1.79%
12,118,901
$13.65
$165,423,000
$10.94
-19.85%
$8.51
$16.15
AMD - Advanced Micro Devices
3.04
Add 108.28%
949,785
$164.08
$155,841,000
$115.38
-29.68%
$114.45
$227.30
GFL - Gfl Environmental Inc Sub Vt
2.84
Add 11.34%
3,658,190
$39.88
$145,889,000
$43.85
9.95%
$30.54
$48.87
DASH - DoorDash Inc.
2.75
Add 7.30%
986,557
$142.73
$140,811,000
$168.29
17.91%
$99.32
$181.78
V - Visa Inc.
2.64
Reduce 16.58%
492,259
$274.95
$135,347,000
$304.84
10.87%
$251.72
$321.62
SWX - Southwest Gas Holdings Inc.
2.54
Add 18.53%
1,765,148
$73.76
$130,197,000
$68.66
-6.91%
$55.53
$80.29
JLL - Jones Lang Lasalle Inc.
2.42
Reduce 36.56%
460,255
$269.81
$124,181,000
$235.01
-12.90%
$167.11
$288.50
VRNA - Verona Pharma Plc ADR
2.37
Add 36.32%
4,215,973
$28.77
$121,294,000
$46.69
62.29%
$11.39
$51.80
LPLA - LPL Financial Holdings Inc.
2.25
Add 81.98%
497,075
$232.63
$115,635,000
$327.99
40.99%
$186.73
$344.86
PCVX - Vaxcyte Inc.
2.18
Add 41.92%
976,249
$114.27
$111,556,000
$80.51
-29.54%
$58.10
$121.06
CART - Maplebear Inc
2.13
Add 19.67%
2,684,425
$40.74
$109,363,000
$44.18
8.44%
$22.60
$50.01
TSM - Taiwan Semiconductor S.A.
2.09
Add 26.14%
616,979
$173.67
$107,151,000
$201.83
16.21%
$98.20
$222.20
LULU - Lululemon Athletica Inc.
1.82
Buy
344,486
$271.35
$93,476,000
$395.93
45.91%
$226.01
$491.30
SWTX - SpringWorks Therapeutics Inc.
1.74
Add 6.84%
2,778,348
$32.04
$89,018,000
$37.23
16.20%
$28.21
$53.92
WVE - Wave Life Sciences Ltd.
1.61
Add 31.01%
10,047,520
$8.20
$82,390,000
$10.68
30.24%
$3.50
$16.74
RCKT - Rocket Pharmaceuticals Inc.
1.48
Add 4.85%
4,118,672
$18.47
$76,072,000
$10.40
-43.69%
$10.40
$31.47
CRM - Salesforce.com
1.44
Reduce 0.26%
269,862
$273.71
$73,864,000
$318.04
16.20%
$211.10
$368.58
QDEL - QuidelOrtho Corp.
1.44
Reduce 6.64%
1,614,197
$45.60
$73,607,000
$43.92
-3.68%
$29.74
$74.04
NFLX - Netflix Inc.
1.42
Add 17941.48%
102,656
$709.27
$72,811,000
$835.03
17.73%
$475.26
$941.75
HUM - Humana Inc.
1.22
Add 3.30%
197,892
$316.74
$62,680,000
$289.04
-8.75%
$212.57
$454.62
AVGO - Broadcom Inc.
1.21
Buy
359,668
$172.50
$62,043,000
$225.40
30.67%
$106.02
$251.21
TPX - Tempur Sealy Int.
1.19
Add 14.18%
1,117,508
$54.60
$61,016,000
$55.16
1.03%
$44.81
$58.44
ALAB - Astera Labs Inc
1.18
Add 16.00%
1,156,230
$52.39
$60,575,000
$123.34
135.43%
$36.22
$147.39
SHC - Sotera Health Co
1.14
Add 3.50%
3,497,367
$16.70
$58,406,000
$12.90
-22.75%
$10.71
$17.44
K - Kellanova
1.05
Reduce 56.29%
667,325
$80.71
$53,860,000
$81.54
1.03%
$51.24
$81.58
FLUT - Flutter Entertainment Plc
1.01
Add 716.05%
218,733
$237.28
$51,901,000
$254.28
7.16%
$158.43
$284.79
COHR - Coherent Corp.
0.98
Buy
563,922
$88.91
$50,138,000
$89.07
0.18%
$40.87
$113.60
TWLO - Twilio Inc.
0.98
Add 0.69%
766,775
$65.22
$50,009,000
$107.80
65.29%
$52.51
$116.43
STX - Seagate Technology
0.93
Reduce 59.86%
436,840
$109.53
$47,847,000
$89.03
-18.72%
$77.13
$114.47
VRDN - Viridian Therapeutics Inc.
0.89
Reduce 39.63%
1,997,153
$22.75
$45,435,000
$17.77
-21.89%
$11.40
$27.20
MELI - Mercadolibre Inc.
0.88
Reduce 34.92%
21,941
$2051.96
$45,022,000
$1746.01
-14.91%
$1324.99
$2161.73
ZI - ZoomInfo Technologies Inc.
0.86
Buy
4,287,641
$10.32
$44,248,000
$9.56
-7.36%
$7.65
$18.70
CNK - Cinemark Holdings Inc.
0.82
Add 1356.40%
1,517,771
$27.84
$42,255,000
$29.66
6.54%
$13.19
$36.28
W - Wayfair Inc.
0.75
Reduce 5.22%
683,970
$56.18
$38,425,000
$43.82
-22.00%
$37.35
$76.18
DAWN - Day One Biopharmaceuticals Inc.
0.57
Add 74.55%
2,114,006
$13.93
$29,448,000
$11.74
-15.72%
$11.59
$18.07
CNC - Centene Corp.
0.56
384,406
$75.28
$28,938,000
$63.21
-16.03%
$55.03
$81.42
PLNT - Planet Fitness Inc.
0.54
Reduce 29.89%
342,322
$81.22
$27,803,000
$99.58
22.61%
$54.35
$102.90
LINE - Lineage Inc
0.53
Buy
350,000
$78.38
$27,433,000
$54.96
-29.88%
$54.90
$88.61
LRCX - Lam Research
0.44
Reduce 1.02%
277,330
$81.61
$22,632,000
$73.97
-9.36%
$68.66
$112.31
RTO - Rentokil Initial plc
0.29
Buy
594,459
$24.93
$14,820,000
$23.67
-5.05%
$22.40
$34.07
GTAC-OLD - Global Technology Acquisit A
0.27
1,200,000
$11.54
$13,848,000
$11.48
-0.52%
$10.72
$12.90
IVVD - Invivyd Inc.
0.23
11,765,787
$1.02
$12,001,000
$0.45
-55.88%
$0.40
$5.20
GUTS - Fractyl Health Inc
0.21
Reduce 0.15%
4,248,492
$2.53
$10,749,000
$2.04
-19.37%
$1.74
$14.50
EAT - Brinker International
0.16
Add 147.44%
109,171
$76.53
$8,355,000
$138.05
80.39%
$37.25
$142.47
NCLH - Norwegian Cruise Line Hlgs Ltd.
0.14
Add 85.12%
341,795
$20.51
$7,010,000
$25.43
23.99%
$14.69
$28.64
HDB - HDFC Bank Ltd.
0.13
Buy
103,761
$62.56
$6,491,000
$58.14
-7.07%
$51.56
$68.50
URBN - Urban Outfitters Inc.
0.13
Add 51.41%
173,730
$38.31
$6,656,000
$53.89
40.67%
$33.86
$59.05
MCD - McDonald's Corp.
0.12
Buy
20,975
$304.51
$6,387,000
$282.06
-7.37%
$240.67
$316.00
SHAK - Shake Shack Inc.
0.12
Buy
57,673
$103.20
$5,952,000
$119.28
15.58%
$64.16
$139.89
WDC - Western Digital Corp.
0.11
Buy
79,002
$68.29
$5,395,000
$62.17
-8.96%
$49.68
$81.55
ANF - Abercrombie & Fitch Co.
0.10
Add 102.81%
37,768
$139.91
$5,284,000
$131.65
-5.90%
$95.47
$196.99
FND - Floor & Decor Holdings
0.10
Add 181.97%
40,474
$124.18
$5,026,000
$94.84
-23.63%
$89.06
$135.67
CBRL - Cracker Barrel Old Cntry Store
0.09
Buy
99,175
$45.35
$4,498,000
$53.97
19.01%
$34.70
$80.39
DRI - Darden Restaurants
0.09
Buy
28,144
$164.12
$4,619,000
$181.54
10.61%
$133.64
$187.74
DELL - Dell Technologies Inc.
0.08
Add 116.18%
33,966
$118.53
$4,026,000
$109.69
-7.46%
$75.73
$178.44
ETN - Eaton Corp.
0.08
Add 403.13%
12,553
$331.47
$4,161,000
$340.67
2.78%
$233.16
$379.99
FUN - Six Flags Entertainment Corp.
0.08
Buy
97,868
$40.31
$3,945,000
$45.87
13.79%
$35.93
$58.70
JBL - Jabil Inc.
0.08
Reduce 0.39%
35,306
$119.84
$4,231,000
$152.98
27.65%
$95.71
$156.61
JWN - Nordstrom
0.08
Add 45.80%
173,262
$22.49
$3,897,000
$24.14
7.34%
$16.26
$24.95
MU - Micron Technology Inc.
0.08
Reduce 93.65%
40,532
$103.72
$4,204,000
$94.60
-8.79%
$78.81
$157.02
NTAP - NetApp Inc.
0.08
Add 134.06%
31,793
$123.52
$3,927,000
$114.32
-7.45%
$82.35
$134.84
SBH - Sally Beauty Holdings
0.08
Add 16.39%
305,505
$13.57
$4,146,000
$11.01
-18.87%
$9.06
$14.79
AEO - American Eagle Outfitters
0.07
Buy
158,699
$22.39
$3,553,000
$15.52
-30.68%
$15.52
$25.79
AZO - AutoZone Inc.
0.07
Buy
1,149
$3149.70
$3,619,000
$3271.04
3.85%
$2512.61
$3416.71
BBW - Build-A-Bear Workshop Inc.
0.07
Add 261.30%
105,847
$34.37
$3,638,000
$41.33
20.25%
$20.69
$48.23
BBY - Best Buy Co. Inc.
0.07
Buy
33,622
$103.30
$3,473,000
$83.51
-19.16%
$66.77
$102.38
CHWY - Chewy Inc.
0.07
Reduce 5.60%
125,983
$29.29
$3,690,000
$36.86
25.84%
$14.69
$39.10
CROX - Crocs Inc.
0.07
Add 214.69%
24,763
$144.81
$3,586,000
$105.08
-27.44%
$94.50
$165.32
OS - Onestream Inc
0.07
Buy
100,000
$33.90
$3,390,000
$26.25
-22.57%
$24.50
$35.39
VVV - Valvoline Inc.
0.07
Add 93.35%
80,456
$41.85
$3,367,000
$35.10
-16.13%
$33.86
$48.27
CPRI - Capri Holdings Ltd
0.06
Buy
69,054
$42.45
$2,931,000
$23.53
-44.57%
$18.70
$51.23
CRIS - Curis Inc.
0.06
582,273
$5.39
$3,138,000
$3.54
-34.32%
$2.86
$17.49
CVLT - CommVault Systems Inc.
0.06
Add 94.32%
19,817
$153.86
$3,049,000
$154.33
0.31%
$76.04
$178.72
EBAY - eBay Inc.
0.06
Add 2.88%
47,513
$65.12
$3,094,000
$66.10
1.50%
$39.40
$71.52
FFIV - F5 Networks
0.06
Buy
13,417
$220.17
$2,954,000
$254.24
15.47%
$159.01
$264.50
SCVL - Shoe Carnival Inc.
0.06
Add 16.74%
66,297
$43.85
$2,907,000
$29.69
-32.29%
$24.67
$46.77
AAL - American Airlines Group Inc.
0.05
Add 24.62%
241,572
$11.24
$2,715,000
$17.53
55.96%
$9.07
$18.45
BROS - Dutch Bros Inc Class A
0.05
Buy
82,193
$32.03
$2,633,000
$55.19
72.31%
$25.46
$59.18
BTU - Peabody Energy
0.05
Add 32.79%
93,846
$26.54
$2,491,000
$18.04
-32.03%
$17.83
$29.86
CTRI - Centuri Holdings Inc
0.05
150,000
$16.15
$2,423,000
$20.12
24.58%
$14.47
$28.65
FYBR - Frontier Communications Parent Inc.
0.05
Buy
74,323
$35.53
$2,641,000
$35.16
-1.04%
$20.51
$39.21
GRMN - Garmin Ltd.
0.05
Add 85.77%
13,598
$176.06
$2,394,000
$206.15
17.09%
$117.11
$222.20
HBM - Hudbay Minerals Inc.
0.05
Add 45.07%
271,139
$9.19
$2,492,000
$8.54
-7.07%
$4.93
$10.48
HPQ - HP Inc.
0.05
Reduce 25.15%
74,077
$35.87
$2,657,000
$32.78
-8.61%
$26.76
$39.47
PVH - PVH Corp.
0.05
Buy
27,296
$100.82
$2,752,000
$97.77
-3.03%
$89.49
$141.00
PYPL - PayPal Holdings Inc.
0.05
Add 180.58%
35,426
$78.02
$2,764,000
$83.12
6.54%
$55.77
$93.66
TRIP - TripAdvisor Inc.
0.05
Reduce 1.13%
177,265
$14.49
$2,569,000
$14.11
-2.62%
$12.93
$28.76
TXRH - Texas Roadhouse Inc-A
0.05
Add 17.92%
14,185
$176.59
$2,505,000
$177.02
0.24%
$113.81
$205.39
YETI - YETI Holdings Inc.
0.05
Buy
59,450
$41.03
$2,439,000
$37.66
-8.21%
$33.41
$49.01
ZBRA - Zebra Technologies Corp.
0.05
Add 28.22%
6,438
$370.30
$2,384,000
$380.07
2.64%
$233.95
$413.44
ABNB - Airbnb Inc.
0.04
Reduce 94.34%
16,200
$126.79
$2,054,000
$128.50
1.35%
$110.38
$170.10
ALIT - Alight Inc.
0.04
Buy
247,825
$7.40
$1,834,000
$6.50
-12.16%
$6.12
$10.33
BHC - Bausch Health
0.04
Add 17.70%
271,211
$8.16
$2,213,000
$7.58
-7.11%
$3.96
$11.46