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Lee Ainslie’s First Watch Restaurant Group FWRG Stock Holding History

Lee Ainslie’s Portfolio FWRG Stock Details FWRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-514,259
Closed -$8.04M – 216
2025
Q3 		$8.04M Buy
514,259
+236,184
+85% +$4.12M 0.11% 62
2025
Q2 		$4.46M Buy
+278,075
New +$4.67M 0.07% 75

Other funds holding FWRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Ainslie's FWRG Position: Q4 2025 in Review

Lee Ainslie sold out of First Watch Restaurant Group (FWRG) in Q4 2025, closing a stake of 514,259 shares — an estimated $8.04M sold.

Lee Ainslie first reported a position in FWRG in Q2 2025 and held it in 2 quarters. The position peaked at $8.04M in Q3 2025. 208 funds tracked by Wall St. Rank hold FWRG as of Q4 2025.

  • Lee Ainslie reported no remaining First Watch Restaurant Group position as of Q4 2025 after selling out during the quarter.
  • Lee Ainslie sold 514,259 First Watch Restaurant Group shares in Q4 2025, an estimated $8.04M.
  • Lee Ainslie first reported a position in First Watch Restaurant Group in Q2 2025 and held it in 2 quarters.
  • Lee Ainslie's First Watch Restaurant Group position peaked at $8.04M in Q3 2025.
  • 208 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q4 2025.

Based on Maverick Capital's 13F filing for Q4 2025, filed 13 Feb 2026.