We are live on ! Find out more
LA

Lee Ainslie Maverick Capital

AUM $11.3B
1-Year Est. Return 76.6%
 

Lee Ainslie is the founder of Maverick Capital, a long/short equity firm that emerged from the Tiger Management network of investors. Maverick is known for fundamental research, sector specialization among teams, and a classic hedge fund long/short structure. Ainslie’s firm remains a reference name among so-called Tiger Cub managers.

This Fund
S&P 500
This Quarter Est. Return
-4.21%
1 Year Est. Return
+76.6%
3 Year Est. Return
+266.43%
5 Year Est. Return
+219.63%
10 Year Est. Return
+601.38%
AUM
$5.66B
AUM Growth
+$99.9M
Cap. Flow
+$518M
Cap. Flow %
9.15%
Top 10 Hldgs %
40.4%
Holding
303
New
78
Increased
116
Reduced
36
Closed
68

Top Buys

Rank Stock Value
1
KVUE icon
Kenvue
KVUE
+$187M
2
BAC icon
Bank of America
BAC
+$162M
3
DHR icon
Danaher
DHR
+$153M
4
MMSI icon
Merit Medical Systems
MMSI
+$131M
5
META icon
Meta Platforms (Facebook)
META
+$113M

Top Sells

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$150M
2
V icon
Visa
V
+$135M
3
JLL icon
Jones Lang LaSalle
JLL
+$113M
4
SWTX
SpringWorks Therapeutics
SWTX
+$112M
5
SBUX icon
Starbucks
SBUX
+$104M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 20.98%
2 Technology 20.14%
3 Healthcare 18.81%
4 Consumer Staples 13.84%
5 Financials 12.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTD icon
176
Mettler-Toledo International
MTD
$28B
$696K 0.01%
589
+309
+110% +$395K
RPD icon
177
Rapid7
RPD
$799M
$691K 0.01%
26,064
+16,604
+176% +$564K
PRM icon
178
Perimeter Solutions
PRM
$5.15B
$690K 0.01%
68,499
+38,404
+128% +$431K
FHN icon
179
First Horizon
FHN
$11.7B
$689K 0.01%
35,493
+19,191
+118% +$395K
SKX
180
DELISTED
Skechers
SKX
$688K 0.01%
12,121
-51,724
-81% -$3.36M
T icon
181
AT&T
T
$173B
$681K 0.01%
+24,090
New +$606K
BKD icon
182
Brookdale Senior Living
BKD
$2.82B
$680K 0.01%
108,647
+61,680
+131% +$330K
AXTA icon
183
Axalta
AXTA
$7.75B
$678K 0.01%
20,434
+11,997
+142% +$426K
CZR icon
184
Caesars Entertainment
CZR
$6.06B
$674K 0.01%
+26,975
New +$877K
LBRDK
185
DELISTED
Liberty Broadband Class C
LBRDK
$671K 0.01%
7,886
+4,372
+124% +$351K
WFRD icon
186
Weatherford International
WFRD
$6.49B
$660K 0.01%
12,334
+8,169
+196% +$518K
ALIT icon
187
Alight
ALIT
$379M
$653K 0.01%
5,508
+3,413
+163% +$449K
DELL icon
188
Dell
DELL
$286B
$651K 0.01%
7,144
-349
-5% -$36.9K
CARG icon
189
CarGurus
CARG
$3.28B
$639K 0.01%
21,920
+11,450
+109% +$401K
CIEN icon
190
Ciena
CIEN
$56B
$637K 0.01%
10,546
+5,221
+98% +$413K
MCO icon
191
Moody's
MCO
$87.2B
$636K 0.01%
1,366
+701
+105% +$338K
LIVN icon
192
LivaNova
LIVN
$4.34B
$621K 0.01%
15,813
+9,227
+140% +$414K
FLEX icon
193
Flex
FLEX
$40.8B
$618K 0.01%
18,683
+9,740
+109% +$382K
TSEM icon
194
Tower Semiconductor
TSEM
$25.2B
$617K 0.01%
17,299
+10,519
+155% +$475K
SONO icon
195
Sonos
SONO
$1.87B
$617K 0.01%
+57,783
New +$759K
SPGI icon
196
S&P Global
SPGI
$127B
$609K 0.01%
1,198
+639
+114% +$327K
SYF icon
197
Synchrony
SYF
$25.9B
$599K 0.01%
11,309
+6,784
+150% +$420K
CRBU icon
198
Caribou Biosciences
CRBU
$178M
$596K 0.01%
652,542
– –
MSGE icon
199
Madison Square Garden
MSGE
$3.78B
$589K 0.01%
18,003
+9,808
+120% +$342K
NWSA icon
200
News Corp Class A
NWSA
$16.4B
$583K 0.01%
21,415
+11,003
+106% +$308K
6 7
8
9 10

Similar funds

GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Lee Ainslie's Q1 2025 Portfolio in Review

As of Q1 2025, Lee Ainslie held 303 positions worth $5.66B, up 1.8% from $5.56B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Lee Ainslie deployed $518M of net new capital in Q1 2025, opening 78 new positions and adding to 116 existing holdings. Its largest new stake was Kenvue: 8,466,901 shares worth $203M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 21% of assets, down from 25% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was SpringWorks Therapeutics, an estimated $112M trimmed.

  • Lee Ainslie's largest Q1 2025 buy was Kenvue: 8,466,901 shares worth $203M.
  • Lee Ainslie added most to NVIDIA in Q1 2025, an estimated $90.8M increase.
  • Lee Ainslie's biggest Q1 2025 reduction was SpringWorks Therapeutics, cutting an estimated $112M.
  • Lee Ainslie fully exited Wells Fargo in Q1 2025, selling an estimated $150M.
  • Lee Ainslie's ten largest holdings make up 40% of its $5.66B portfolio in Q1 2025.
  • Lee Ainslie opened 78 new positions and closed 68 in Q1 2025.
  • Lee Ainslie's portfolio value rose 1.8% quarter-over-quarter to $5.66B.

Based on Maverick Capital's 13F filing for Q1 2025, filed 15 May 2025.