Lee Ainslie - Maverick Capital – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Lee Ainslie - Maverick Capital during the 2025 Q4 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 |
|---|---|---|---|---|---|---|---|
| LRCX | 633,084 | $171.18 | Increased | 3722.97% | 1.16% | $108.37M | 2025 Q4 |
| CDTX-OLD | 455,978 | $220.89 | Increased | 9.20% | 1.08% | $100.72M | 2025 Q4 |
| DASH | 359,125 | $226.48 | Increased | 6200.44% | 0.87% | $81.33M | 2025 Q4 |
| NAMS | 1,894,226 | $35.08 | Increased | 25.88% | 0.71% | $66.45M | 2025 Q4 |
| PCVX | 1,354,237 | $46.14 | Increased | 5.01% | 0.67% | $62.48M | 2025 Q4 |
| MELI | 26,149 | $2014.26 | Increased | 52.06% | 0.57% | $52.67M | 2025 Q4 |
| DDOG | 386,254 | $135.99 | Increased | 13.13% | 0.56% | $52.53M | 2025 Q4 |
| CTRI | 1,672,863 | $25.25 | Buy | 100.00% | 0.45% | $42.24M | 2025 Q4 |
| RBLX | 517,798 | $81.03 | Increased | 25.82% | 0.45% | $41.96M | 2025 Q4 |
| CNTA | 1,643,724 | $25.01 | Buy | 100.00% | 0.44% | $41.11M | 2025 Q4 |
| FLUT | 187,022 | $215.04 | Increased | 39.62% | 0.43% | $40.22M | 2025 Q4 |
| MDLN | 796,077 | $42 | Buy | 100.00% | 0.36% | $33.44M | 2025 Q4 |
| QURE | 661,820 | $23.93 | Buy | 100.00% | 0.17% | $15.84M | 2025 Q4 |
| EVH | 2,539,930 | $4 | Increased | 6.04% | 0.11% | $10.16M | 2025 Q4 |
| FDX | 25,023 | $288.85 | Increased | 67.96% | 0.08% | $7.23M | 2025 Q4 |
| KRUS | 101,295 | $52.33 | Buy | 100.00% | 0.06% | $5.3M | 2025 Q4 |
| PLAY | 325,487 | $16.21 | Increased | 115.20% | 0.06% | $5.28M | 2025 Q4 |
| EXPE | 17,947 | $283.33 | Buy | 100.00% | 0.05% | $5.08M | 2025 Q4 |
| TRUP | 133,873 | $37.37 | Increased | 68.20% | 0.05% | $5M | 2025 Q4 |
| HRB | 114,426 | $43.58 | Buy | 100.00% | 0.05% | $4.99M | 2025 Q4 |
| LMND | 69,864 | $71.18 | Increased | 12.96% | 0.05% | $4.97M | 2025 Q4 |
| SIRI | 248,591 | $20 | Increased | 65.45% | 0.05% | $4.97M | 2025 Q4 |
| EFX | 22,896 | $216.98 | Buy | 100.00% | 0.05% | $4.97M | 2025 Q4 |
| ERIE | 17,317 | $286.65 | Buy | 100.00% | 0.05% | $4.96M | 2025 Q4 |
| INTU | 7,491 | $662.39 | Increased | 1171.82% | 0.05% | $4.96M | 2025 Q4 |