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Lee Ainslie’s Kenvue KVUE Stock Holding History

Lee Ainslie’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.32M Buy
173,991
+81,982
+89% +$1.44M 0.03% 62
2026
Q1 		$1.59M Buy
+92,009
New +$1.64M 0.02% 89
2025
Q4 		– Sell
-12,042,708
Closed -$195M – 226
2025
Q3 		$195M Buy
12,042,708
+1,634,653
+16% +$33.4M 2.61% 12
2025
Q2 		$218M Buy
10,408,055
+1,941,154
+23% +$44.2M 3.27% 9
2025
Q1 		$203M Buy
+8,466,901
New +$187M 3.59% 7

Other funds holding KVUE

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lee Ainslie's KVUE Position: Q2 2026 in Review

Lee Ainslie increased its Kenvue (KVUE) stake by 89% in Q2 2026, buying an estimated $1.44M and bringing the position to 173,991 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #62.

Lee Ainslie first reported a position in KVUE in Q1 2025 and has held it in 5 quarters since. The position peaked at $218M in Q2 2025. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Lee Ainslie held 173,991 shares of Kenvue worth $3.32M as of Q2 2026.
  • Lee Ainslie bought 81,982 Kenvue shares in Q2 2026, an estimated $1.44M.
  • Kenvue made up 0.03% of Lee Ainslie's portfolio in Q2 2026, its #62 holding.
  • Lee Ainslie first reported a position in Kenvue in Q1 2025 and has held it in 5 quarters since.
  • Lee Ainslie's Kenvue position peaked at $218M in Q2 2025.
  • 1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

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