Lee Ainslie’s Merit Medical Systems MMSI Stock Holding History

Lee Ainslie’s Portfolio MMSI Stock Details MMSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.9M	Buy	978,617 +264,536	+37%	+$17.5M	0.6%	42
2026 Q1	$49.2M	Buy	714,081 +227,915	+47%	+$17.8M	0.57%	44
2025 Q4	$42.9M	Sell	486,166 -1,124,048	-70%	-$95.7M	0.46%	43
2025 Q3	$134M	Buy	1,610,214 +230,806	+17%	+$20.1M	1.79%	19
2025 Q2	$129M	Buy	1,379,408 +106,897	+8%	+$10.1M	1.94%	18
2025 Q1	$135M	Buy	+1,272,511	New	+$131M	2.38%	12
2023 Q1	–	Sell	-5,612	Closed	-$396K	–	514
2022 Q4	$396K	Buy	5,612 +511	+10%	+$34.1K	0.01%	221
2022 Q3	$288K	Buy	+5,101	New	+$294K	0.01%	236
2022 Q1	–	Sell	-2,004	Closed	-$125K	–	317
2021 Q4	$125K	Sell	2,004 -13,871	-87%	-$929K	﹤0.01%	155
2021 Q3	$1.14M	Sell	15,875 -13,493	-46%	-$915K	0.01%	270
2021 Q2	$1.9M	Buy	29,368 +474	+2%	+$29.3K	0.02%	174
2021 Q1	$1.73M	Buy	28,894 +7,644	+36%	+$438K	0.02%	169
2020 Q4	$1.18M	Buy	+21,250	New	+$1.1M	0.02%	210

Other funds holding MMSI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Lee Ainslie's MMSI Position: Q2 2026 in Review

Lee Ainslie increased its Merit Medical Systems (MMSI) stake by 37% in Q2 2026, buying an estimated $17.5M and bringing the position to 978,617 shares worth $67.9M. The position accounts for 0.6% of the portfolio, ranked #42.

Lee Ainslie first reported a position in MMSI in Q4 2020 and has held it in 13 quarters since. The position peaked at $135M in Q1 2025. 402 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Lee Ainslie held 978,617 shares of Merit Medical Systems worth $67.9M as of Q2 2026.
Lee Ainslie bought 264,536 Merit Medical Systems shares in Q2 2026, an estimated $17.5M.
Merit Medical Systems made up 0.6% of Lee Ainslie's portfolio in Q2 2026, its #42 holding.
Lee Ainslie first reported a position in Merit Medical Systems in Q4 2020 and has held it in 13 quarters since.
Lee Ainslie's Merit Medical Systems position peaked at $135M in Q1 2025.
402 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

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