Lee Ainslie · quarter digest
What Lee Ainslie did in Q3 2024
Maverick Capital filed 25 moves in Q3 2024: 8 new, 4 add, 7 trim, 6 exit.
13F filed 2024-11-14. Manager quality score: q8. Philosophy: Long-short equity, deep fundamental, team-based research.
New positions · 8
Fresh money
Adds · 4
Adding to conviction
ICEINTERCONTINENTAL EXCHANGE IN
ADD +109%·4.5% book·0
LYVLIVE NATION ENTERTAINMENT IN
ADD +71%·3.4% book·−8
CRHCRH PLC
ADD +215%·2.6% book·−1
TDSTELEPHONE & DATA SYS INC
ADD +27%·0.9% book·−6
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Trims · 7
Taking chips off
Exits · 6
Closed positions
Current top holdings
Lee Ainslie’s book, latest snapshot
Other quarters for Lee Ainslie
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.