Lee Ainslie - Maverick Capital – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Lee Ainslie - Maverick Capital during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| NVDA | 3,174,918 | $174.4 | Increased | 6.31% | 6.44% | $553.71M | 2026 Q1 |
| NU | 22,444,311 | $14.37 | Increased | 91.59% | 3.75% | $322.52M | 2026 Q1 |
| BSX | 4,195,089 | $62.75 | Increased | 42.48% | 3.06% | $263.24M | 2026 Q1 |
| AGX | 464,759 | $544.65 | Increased | 5.90% | 2.94% | $253.13M | 2026 Q1 |
| TECH | 4,739,721 | $52.26 | Increased | 23.08% | 2.88% | $247.7M | 2026 Q1 |
| V | 806,951 | $302.24 | Increased | 3.87% | 2.84% | $243.89M | 2026 Q1 |
| NTRA | 1,171,633 | $199.99 | Increased | 24.11% | 2.72% | $234.31M | 2026 Q1 |
| LIN | 426,111 | $495.76 | Buy | 100.00% | 2.46% | $211.25M | 2026 Q1 |
| DKS | 1,044,903 | $198.29 | Increased | 25.25% | 2.41% | $207.19M | 2026 Q1 |
| INFQ | 19,941,924 | $9.81 | Buy | 100.00% | 2.27% | $195.63M | 2026 Q1 |
| SWX | 2,126,927 | $86.9 | Increased | 3.85% | 2.15% | $184.83M | 2026 Q1 |
| CPT | 1,867,866 | $97.66 | Increased | 1.64% | 2.12% | $182.42M | 2026 Q1 |
| ABT | 1,758,160 | $102.67 | Buy | 100.00% | 2.10% | $180.51M | 2026 Q1 |
| RGEN | 1,518,805 | $117.82 | Buy | 100.00% | 2.08% | $178.95M | 2026 Q1 |
| DHR | 819,679 | $189.6 | Buy | 100.00% | 1.81% | $155.41M | 2026 Q1 |
| AMD | 676,572 | $203.43 | Buy | 100.00% | 1.60% | $137.64M | 2026 Q1 |
| INTC | 2,995,488 | $44.13 | Buy | 100.00% | 1.54% | $132.19M | 2026 Q1 |
| SHW | 391,839 | $320.55 | Increased | 37.82% | 1.46% | $125.6M | 2026 Q1 |
| MCD | 294,100 | $310.79 | Increased | 2261.68% | 1.06% | $91.4M | 2026 Q1 |
| MOH | 645,768 | $133.3 | Buy | 100.00% | 1.00% | $86.08M | 2026 Q1 |
| PCVX | 1,377,738 | $58.11 | Increased | 1.74% | 0.93% | $80.06M | 2026 Q1 |
| NVO | 2,080,121 | $36.75 | Buy | 100.00% | 0.89% | $76.44M | 2026 Q1 |
| WVE | 10,161,399 | $7.25 | Increased | 9.50% | 0.86% | $73.67M | 2026 Q1 |
| CNTA | 1,854,488 | $39.72 | Increased | 12.82% | 0.86% | $73.66M | 2026 Q1 |
| NAMS | 2,186,402 | $32.01 | Increased | 15.42% | 0.81% | $69.99M | 2026 Q1 |