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  The Walt Disney Co. (DIS)
← All DIS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 7,317 0.01 Reduce 98.97% 0.85 $92.19–116.03 · VW $101.53i $705,212 SEC
2025   Q4 706,959 0.86 Reduce 56.37% 1.40 $101.89–117.09 · VW $110.92i $80,430,725 SEC
2025   Q3 1,620,405 2.48 Add 7.42% 0.17 $111.52–124.61 · VW $116.88i $185,536,373 SEC
2025   Q2 1,508,487 2.87 Buy 2.87 $80.10–124.69 · VW $109.60i $187,067,473 SEC
2021   Q2 0 0.00 Sell 100.00% 0.02 $167.10–191.67 · VW $178.18i SEC
2021   Q1 8,934 0.02 Buy 0.02 $160.52–203.02 · VW $182.69i $1,649,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.01 $117.23–183.40 · VW $160.60i SEC
2020   Q3 5,916 0.01 Buy 0.01 $112.00–137.24 · VW $124.44i $734,000 SEC
2020   Q1 0 0.00 Sell 100.00% 0.04 $79.07–148.20 · VW $107.96i SEC
2019   Q4 17,737 0.04 Buy 0.04 $127.54–153.41 · VW $141.86i $2,565,000 SEC
2019   Q1 0 0.00 Sell 100.00% 3.49 $105.94–115.80 · VW $110.92i SEC
2018   Q4 2,122,636 3.49 Reduce 40.19% 2.15 $100.35–120.20 · VW $110.07i $232,747,000 SEC
2018   Q3 3,549,228 5.36 Reduce 2.50% 0.12 $103.50–117.90 · VW $112.78i $415,047,000 SEC
2018   Q2 3,640,348 4.62 Buy 4.62 $97.68–109.49 · VW $103.99i $381,545,000 SEC
2012   Q4 0 0.00 Sell 100.00% 1.39 $46.53–53.15 · VW $49.82i SEC
2012   Q3 1,936,578 1.39 Add 18.41% 0.22 $46.85–53.40 · VW $50.84i $101,244,000 SEC
2012   Q2 1,635,518 1.25 Buy 1.25 $40.88–48.95 · VW $46.11i $79,323,000 SEC
2004   Q1 0 0.00 Sell 100.00% 0.51 $22.59–28.03 · VW $25.09i SEC
2003   Q4 1,787,329 0.51 Buy 0.51 $20.09–23.44 · VW $22.18i $41,135,000 SEC
Price snapshot:
Current price$96.00
Avg. buy price$123.35
+/- since buy-22.17%
52-week low$91.49
52-week high$121.64