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 |
|---|---|---|---|---|---|---|---|
| SJM | 29,851 | $96.45 | Increased | 6.95% | 0.03% | $2.88M | 2026 Q1 |
| PICS | 268,663 | $10.45 | Buy | 100.00% | 0.03% | $2.81M | 2026 Q1 |
| BNS | 36,701 | $69.37 | Buy | 100.00% | 0.03% | $2.55M | 2026 Q1 |
| COTY | 1,261,833 | $2.01 | Buy | 100.00% | 0.03% | $2.54M | 2026 Q1 |
| NVS | 15,247 | $152.75 | Increased | 37.70% | 0.03% | $2.33M | 2026 Q1 |
| CNQ | 46,050 | $48.77 | Buy | 100.00% | 0.03% | $2.25M | 2026 Q1 |
| BTI | 35,053 | $58.48 | Increased | 15.46% | 0.02% | $2.05M | 2026 Q1 |
| FRPT | 34,509 | $58.97 | Increased | 356.41% | 0.02% | $2.03M | 2026 Q1 |
| CNI | 18,775 | $102.96 | Buy | 100.00% | 0.02% | $1.93M | 2026 Q1 |
| KMB | 19,028 | $96.49 | Buy | 100.00% | 0.02% | $1.84M | 2026 Q1 |
| PAAS | 32,915 | $54.72 | Buy | 100.00% | 0.02% | $1.8M | 2026 Q1 |
| CLX | 16,486 | $103.6 | Buy | 100.00% | 0.02% | $1.71M | 2026 Q1 |
| MKSI | 7,286 | $229.76 | Buy | 100.00% | 0.02% | $1.67M | 2026 Q1 |
| COHR | 6,869 | $238.17 | Buy | 100.00% | 0.02% | $1.64M | 2026 Q1 |
| KVUE | 92,009 | $17.24 | Buy | 100.00% | 0.02% | $1.59M | 2026 Q1 |
| GL | 11,081 | $139.16 | Buy | 100.00% | 0.02% | $1.54M | 2026 Q1 |
| NRG | 10,537 | $146.15 | Buy | 100.00% | 0.02% | $1.54M | 2026 Q1 |
| ICLR | 13,887 | $110.68 | Buy | 100.00% | 0.02% | $1.54M | 2026 Q1 |
| LITE | 2,172 | $702.58 | Buy | 100.00% | 0.02% | $1.53M | 2026 Q1 |
| WCC | 5,555 | $273.63 | Buy | 100.00% | 0.02% | $1.52M | 2026 Q1 |
| EWBC | 14,203 | $106.74 | Buy | 100.00% | 0.02% | $1.52M | 2026 Q1 |
| SU | 22,911 | $66.17 | Buy | 100.00% | 0.02% | $1.52M | 2026 Q1 |
| ENTG | 12,859 | $117.27 | Buy | 100.00% | 0.02% | $1.51M | 2026 Q1 |
| WAL | 21,081 | $70.87 | Buy | 100.00% | 0.02% | $1.49M | 2026 Q1 |
| ESI | 43,524 | $34.14 | Buy | 100.00% | 0.02% | $1.49M | 2026 Q1 |