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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
CHTR 23,732 $208.75 Buy 100.00% 0.05% $4.95M 2025 Q4
GDDY 39,923 $124.09 Increased 188.44% 0.05% $4.95M 2025 Q4
ALL 23,798 $208.17 Increased 46.32% 0.05% $4.95M 2025 Q4
ROKU 45,571 $108.49 Increased 46.45% 0.05% $4.94M 2025 Q4
OLLI 45,061 $109.61 Buy 100.00% 0.05% $4.94M 2025 Q4
SITE 39,632 $124.57 Buy 100.00% 0.05% $4.94M 2025 Q4
SMA 159,563 $30.94 Increased 70.48% 0.05% $4.94M 2025 Q4
ADBE 14,103 $350 Buy 100.00% 0.05% $4.94M 2025 Q4
IMAX 133,358 $36.96 Buy 100.00% 0.05% $4.93M 2025 Q4
LZ 496,034 $9.93 Buy 100.00% 0.05% $4.93M 2025 Q4
FERG 22,114 $222.62 Increased 50.09% 0.05% $4.92M 2025 Q4
YOU 140,149 $35.08 Increased 48.36% 0.05% $4.92M 2025 Q4
AFRM 66,024 $74.43 Increased 37.24% 0.05% $4.91M 2025 Q4
ZM 56,027 $86.3 Increased 33.71% 0.05% $4.84M 2025 Q4
CRI 148,790 $32.43 Increased 19.75% 0.05% $4.83M 2025 Q4
NFLX 50,797 $93.77 Buy 100.00% 0.05% $4.76M 2025 Q4
ROL 77,450 $60.03 Increased 31.05% 0.05% $4.65M 2025 Q4
ROOT 63,234 $72.22 Buy 100.00% 0.05% $4.57M 2025 Q4
CWH 458,424 $9.73 Buy 100.00% 0.05% $4.46M 2025 Q4
ASO 89,106 $49.96 Increased 451.57% 0.05% $4.45M 2025 Q4
MUSA 11,023 $403.52 Buy 100.00% 0.05% $4.45M 2025 Q4
RVLV 147,012 $30.19 Buy 100.00% 0.05% $4.44M 2025 Q4
TDUP 691,689 $6.39 Increased 63.52% 0.05% $4.42M 2025 Q4
LH 17,564 $250.85 Increased 73.06% 0.05% $4.41M 2025 Q4
CAL 353,129 $12.17 Increased 56.43% 0.05% $4.3M 2025 Q4
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