Lee Ainslie’s British American Tobacco BTI Stock Holding History

Lee Ainslie’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.27M	Buy	36,682 +1,629	+5%	+$98.3K	0.02%	71
2026 Q1	$2.05M	Buy	35,053 +4,693	+15%	+$278K	0.02%	80
2025 Q4	$1.72M	Sell	30,360 -14,558	-32%	-$794K	0.02%	149
2025 Q3	$2.38M	Buy	+44,918	New	+$2.44M	0.03%	154
2022 Q1	–	Sell	-2,633	Closed	-$99K	–	252
2021 Q4	$99K	Sell	2,633 -14,120	-84%	-$501K	﹤0.01%	211
2021 Q3	$591K	Buy	+16,753	New	+$629K	0.01%	419
2020 Q3	–	Sell	-1,701,079	Closed	-$66M	–	585
2020 Q2	$66M	Sell	1,701,079 -78,227	-4%	-$3M	1.39%	19
2020 Q1	$60.8M	Sell	1,779,306 -664,839	-27%	-$27.1M	1.28%	22
2019 Q4	$104M	Buy	2,444,145 +6,125	+0.3%	+$231K	1.51%	19
2019 Q3	$90M	Buy	2,438,020 +235,928	+11%	+$8.63M	1.32%	21
2019 Q2	$76.8M	Sell	2,202,092 -106,684	-5%	-$4.04M	1.11%	24
2019 Q1	$96.3M	Buy	2,308,776 +144,860	+7%	+$5.27M	1.28%	26
2018 Q4	$68.9M	Buy	2,163,916 +713,230	+49%	+$27.7M	1.01%	27
2018 Q3	$67.6M	Buy	1,450,686 +163,023	+13%	+$8.28M	0.84%	27
2018 Q2	$65M	Sell	1,287,663 -50,010	-4%	-$2.63M	0.76%	30
2018 Q1	$77.2M	Buy	1,337,673 +201,708	+18%	+$12.7M	1%	23
2017 Q4	$76.1M	Buy	+1,135,965	New	+$74.1M	0.96%	25

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Ainslie's BTI Position: Q2 2026 in Review

Lee Ainslie increased its British American Tobacco (BTI) stake by 4.6% in Q2 2026, buying an estimated $98.3K and bringing the position to 36,682 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #71.

Lee Ainslie first reported a position in BTI in Q4 2017 and has held it in 17 quarters since. The position peaked at $104M in Q4 2019. 903 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Lee Ainslie held 36,682 shares of British American Tobacco worth $2.27M as of Q2 2026.
Lee Ainslie bought 1,629 British American Tobacco shares in Q2 2026, an estimated $98.3K.
British American Tobacco made up 0.02% of Lee Ainslie's portfolio in Q2 2026, its #71 holding.
Lee Ainslie first reported a position in British American Tobacco in Q4 2017 and has held it in 17 quarters since.
Lee Ainslie's British American Tobacco position peaked at $104M in Q4 2019.
903 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.