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Lee Ainslie · quarter digest

What Lee Ainslie did in Q2 2024

Maverick Capital filed 19 moves in Q2 2024: 8 new, 3 add, 5 trim, 3 exit.

13F filed 2024-08-14. Manager quality score: q8. Philosophy: Long-short equity, deep fundamental, team-based research.

← Q1 2024Q2 2024 · fleet digestQ3 2024 →
New positions · 8

Fresh money

AAPLAPPLE INC
NEW·4.7% book·−29
LYVLIVE NATION ENTERTAINMENT IN
NEW·1.5% book·−8
ROPROPER TECHNOLOGIES INC
NEW·1.5% book·−10
HESSHESS CORP
NEW·1.1% book·−10
ASMLASML HOLDING N V
NEW·0.9% book·−1
MSCIMSCI INC
NEW·0.8% book·+22
CRHCRH PLC
NEW·0.6% book·−1
MUMICRON TECHNOLOGY INC
NEW·0.4% book·+20
Adds · 3

Adding to conviction

TSMTAIWAN SEMICONDUCTOR MFG LTD
ADD +72%·4.0% book·+7
CPAYCORPAY INC
ADD +18%·2.3% book·−8
UBERUBER TECHNOLOGIES INC
ADD +320%·1.7% book·+13
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Trims · 5

Taking chips off

PDDPG&E CORP
TRIM -7%·10.7% book·−12
MSFTMICROSOFT CORP
TRIM -10%·8.1% book·+2
METAMETA PLATFORMS INC
TRIM -11%·6.3% book·−4
GOOGLALPHABET INC
TRIM -34%·4.1% book·−22
TDSTELEPHONE & DATA SYS INC
TRIM -22%·0.5% book·−6
Exits · 3

Closed positions

GSGOLDMAN SACHS GROUP INC
EXIT·0.0% book·−6
WCCWESCO INTL INC
EXIT·0.0% book·−4
ITGARTNER INC
EXIT·0.0% book·−12
Current top holdings

Lee Ainslie’s book, latest snapshot

#TickerWeight
1META
Meta Platforms
2.9%
2NFLX
Netflix
3.4%
3MSFT
Microsoft
3.8%
4GOOGL
Alphabet Class A
4.2%
5NVDA
NVIDIA
3.1%
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Other quarters for Lee Ainslie
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.