Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Comcast Corp. (CMCSA)
← All CMCSA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 0.03 $46.67–57.92 · VW $50.48i SEC
2021   Q2 50,643 0.03 Add 1886.78% 0.03 $51.46–56.94 · VW $55.09i $2,706,000 SEC
2021   Q1 2,549 <0.01 Reduce 83.46% <0.01 $49.17–55.40 · VW $52.77i $129,000 SEC
2020   Q4 15,410 0.01 Reduce 39.78% <0.01 $45.13–50.23 · VW $48.26i $757,000 SEC
2020   Q3 25,588 0.02 Buy 0.02 $38.40–49.19 · VW $44.89i $1,109,000 SEC
2017   Q4 0 0.00 Sell 100.00% 1.42 $33.51–41.24 · VW $36.23i SEC
2017   Q3 2,965,837 1.42 Buy 1.42 $32.60–38.74 · VW $35.51i $106,959,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.55 $35.75–39.53 · VW $37.78i SEC
2017   Q1 1,225,144 0.55 Reduce 52.79% 0.58 $34.39–39.09 · VW $37.52i $43,161,000 SEC
2016   Q4 2,594,874 1.09 Reduce 56.36% 1.23 $31.90–36.02 · VW $34.33i $83,963,000 SEC
2016   Q3 5,946,534 2.19 Reduce 17.05% 0.51 $28.13–32.93 · VW $31.21i $184,861,000 SEC
2016   Q2 7,168,657 2.97 Add 94.18% 1.44 $28.43–32.03 · VW $30.35i $218,990,000 SEC
2016   Q1 3,691,816 1.67 Buy 1.67 $27.20–29.70 · VW $28.86i $105,668,000 SEC
2013   Q1 0 0.00 Sell 100.00% 2.22 $18.49–20.50 · VW $19.27i SEC
2012   Q4 8,382,149 2.22 Reduce 12.28% 0.27 $17.01–19.68 · VW $18.45i $146,747,000 SEC
2012   Q3 9,555,501 2.21 Add 16.90% 0.32 $15.66–17.79 · VW $16.96i $160,057,000 SEC
2012   Q2 8,174,014 1.92 Add 18.57% 0.30 $13.28–16.48 · VW $15.16i $122,457,000 SEC
2012   Q1 6,893,614 1.53 Reduce 35.61% 0.60 $13.16–14.47 · VW $13.73i $96,943,000 SEC
2011   Q4 10,705,621 1.69 Add 19.70% 0.28 $10.48–14.02 · VW $12.76i $118,946,000 SEC
2011   Q3 8,943,703 1.29 Reduce 11.32% 0.14 $9.24–11.87 · VW $10.58i $87,677,000 SEC
2011   Q2 10,085,393 1.28 $11.87 $119,758,000 SEC
2011   Q1 10,085,393 1.34 Reduce 41.67% 0.86 $10.92–12.73 · VW $11.83i $116,828,000 SEC
2010   Q4 17,289,905 2.05 Add 61.37% 0.78 $9.49–12.10 · VW $11.22i $178,003,000 SEC
2010   Q3 10,714,387 1.08 Reduce 9.22% 0.13 $7.92–9.93 · VW $9.08i $90,776,000 SEC
2010   Q2 11,802,727 1.36 Buy 1.36 $7.85–9.28 · VW $8.38i $96,070,000 SEC
Price snapshot:
Current price$23.97
52-week low$21.83
52-week high$32.20