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Maverick Capital’s Kenvue KVUE Stock Holding History

Maverick Capital’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Maverick Capital's KVUE Position: Q1 2026 in Review

Maverick Capital opened a new position in Kenvue (KVUE) in Q1 2026: 92,009 shares worth $1.59M. The stake represents 0.02% of the portfolio and ranks #89 among its holdings. This is a return to the name: Maverick Capital previously reported a position in KVUE as recently as Q3 2025.

Maverick Capital first reported a position in KVUE in Q1 2025 and has held it in 4 quarters since. The position peaked at $218M in Q2 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Maverick Capital held 92,009 shares of Kenvue worth $1.59M as of Q1 2026.
  • Kenvue was a new Maverick Capital position in Q1 2026.
  • Kenvue made up 0.02% of Maverick Capital's portfolio in Q1 2026, its #89 holding.
  • Maverick Capital first reported a position in Kenvue in Q1 2025 and has held it in 4 quarters since.
  • Maverick Capital's Kenvue position peaked at $218M in Q2 2025.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Maverick Capital's 13F filing for Q1 2026, filed 15 May 2026.