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  Cisco Systems, Inc. (CSCO)
← All CSCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.87 $52.11–69.78 · VW $61.85i SEC
2025   Q1 784,698 0.87 Buy 0.87 $58.17–66.50 · VW $61.92i $48,423,714 SEC
2023   Q4 0 0.00 Sell 100.00% 0.06 $46.20–54.59 · VW $50.32i SEC
2023   Q3 51,160 0.06 Reduce 56.31% 0.07 $50.06–58.19 · VW $54.21i $2,750,362 SEC
2023   Q2 117,085 0.13 Add 501.61% 0.11 $45.56–52.56 · VW $49.37i $6,057,978 SEC
2023   Q1 19,462 0.03 Reduce 57.41% 0.03 $45.67–52.35 · VW $49.35i $1,017,376 SEC
2022   Q4 45,696 0.05 Reduce 19.28% <0.01 $38.60–50.71 · VW $46.36i $2,176,957 SEC
2022   Q3 56,610 0.05 Add 107.51% 0.03 $39.96–50.00 · VW $44.27i $2,264,000 SEC
2022   Q2 27,281 0.03 Buy 0.03 $41.02–56.19 · VW $46.55i $1,163,000 SEC
2020   Q1 0 0.00 Sell 100.00% 0.04 $32.40–50.28 · VW $41.13i SEC
2019   Q4 60,598 0.04 Buy 0.04 $43.40–49.87 · VW $46.80i $2,906,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.04 $46.00–58.26 · VW $51.15i SEC
2019   Q2 44,860 0.04 Buy 0.04 $51.06–58.15 · VW $54.54i $2,455,000 SEC
2017   Q3 0 0.00 Sell 100.00% 0.02 $30.36–34.10 · VW $32.07i SEC
2017   Q2 54,910 0.02 Add 175.38% 0.01 $30.37–34.60 · VW $32.30i $1,719,000 SEC
2017   Q1 19,940 0.01 Reduce 8.78% <0.01 $29.80–34.53 · VW $32.55i $674,000 SEC
2016   Q4 21,860 0.01 Add 11.25% <0.01 $29.12–31.89 · VW $30.42i $661,000 SEC
2016   Q3 19,650 0.01 Reduce 7.96% <0.01 $28.17–31.95 · VW $30.83i $623,000 SEC
2016   Q2 21,350 0.01 Add 13.87% <0.01 $25.81–29.41 · VW $28.04i $613,000 SEC
2016   Q1 18,750 0.01 Add 96.34% <0.01 $22.46–28.68 · VW $25.50i $534,000 SEC
2015   Q4 9,550 <0.01 $27.12 $259,000 SEC
2015   Q3 9,550 <0.01 Add 6.23% <0.01 $23.03–29.21 · VW $26.60i $251,000 SEC
2015   Q2 8,990 <0.01 $27.47 $247,000 SEC
2015   Q1 8,990 <0.01 Buy <0.01 $25.92–30.31 · VW $27.90i $247,000 SEC
2007   Q3 0 0.00 Sell 100.00% 2.20 $27.56–33.38 · VW $30.74i SEC
2007   Q2 6,165,000 2.20 Buy 2.20 $25.31–28.48 · VW $26.92i $171,695,000 SEC
2000   Q4 0 0.00 Sell 100.00% 1.69 $35.16–59.44 · VW $48.65i SEC
2000   Q3 1,525,000 1.69 Add 27.08% 0.36 $54.63–70.00 · VW $63.29i $84,256,000 SEC
2000   Q2 1,200,000 1.51 Add 118.18% 0.82 $50.00–77.00 · VW $63.03i $76,275,000 SEC
2000   Q1 550,000 0.94 Buy 0.94 $48.63–82.00 · VW $64.32i $42,522,000 SEC
Price snapshot:
Current price$119.25
52-week low$64.42
52-week high$129.88