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  Fortinet, Inc. (FTNT)
← All FTNT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.01 $81.70–109.33 · VW $100.19i SEC
2025   Q1 3,382 0.01 Buy 0.01 $90.80–114.82 · VW $102.01i $325,551 SEC
2024   Q4 0 0.00 Sell 100.00% 0.02 $76.00–100.59 · VW $89.13i SEC
2024   Q3 14,540 0.02 Buy 0.02 $54.57–78.18 · VW $68.02i $1,127,577 SEC
2024   Q1 0 0.00 Sell 100.00% 0.01 $56.94–73.91 · VW $66.52i SEC
2023   Q4 10,139 0.01 Reduce 74.40% 0.04 $44.12–60.60 · VW $54.63i $593,436 SEC
2023   Q3 39,602 0.05 Reduce 33.68% 0.03 $56.10–81.24 · VW $66.95i $2,323,845 SEC
2023   Q2 59,713 0.10 Reduce 2.72% <0.01 $60.33–76.27 · VW $68.63i $4,513,706 SEC
2023   Q1 61,382 0.10 Reduce 35.56% 0.04 $45.88–66.57 · VW $57.37i $4,079,448 SEC
2022   Q4 95,260 0.11 Reduce 22.22% 0.03 $42.61–58.29 · VW $51.88i $4,657,261 SEC
2022   Q3 122,473 0.14 Add 75.19% 0.06 $47.37–63.56 · VW $54.13i $6,017,000 SEC
2022   Q2 69,909 0.10 Add 25.78% 0.02 $48.73–71.52 · VW $58.01i $3,955,000 SEC
2022   Q1 55,580 0.07 Buy 0.07 $52.57–72.42 · VW $63.18i $3,799,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.07 $56.95–74.35 · VW $66.94i SEC
2021   Q3 122,155 0.07 Add 30.55% 0.02 $47.27–64.40 · VW $57.75i $7,135,000 SEC
2021   Q2 93,570 0.04 Reduce 36.60% 0.02 $37.09–49.47 · VW $42.72i $4,457,000 SEC
2021   Q1 147,595 0.05 Reduce 29.31% 0.03 $27.46–38.77 · VW $33.18i $5,444,000 SEC
2020   Q4 208,800 0.10 Add 44.88% 0.03 $21.35–30.67 · VW $24.97i $6,203,000 SEC
2020   Q3 144,115 0.06 Reduce 40.42% 0.06 $22.52–30.39 · VW $26.27i $3,396,000 SEC
2020   Q2 241,865 0.14 Reduce 72.19% 0.27 $19.20–29.94 · VW $24.71i $6,640,000 SEC
2020   Q1 869,820 0.37 Add 2.60% <0.01 $14.04–24.36 · VW $20.25i $17,600,000 SEC
2019   Q4 847,815 0.26 Reduce 27.16% 0.07 $14.91–22.06 · VW $19.01i $18,103,000 SEC
2019   Q3 1,163,975 0.26 Add 258.81% 0.19 $15.11–18.56 · VW $16.27i $17,869,000 SEC
2019   Q2 324,400 0.07 Buy 0.07 $13.77–19.39 · VW $16.45i $4,985,000 SEC
2019   Q1 0 0.00 Sell 100.00% 0.11 $13.01–17.72 · VW $15.94i SEC
2018   Q4 504,800 0.11 Reduce 8.03% 0.01 $12.88–18.87 · VW $15.65i $7,111,000 SEC
2018   Q3 548,850 0.13 Buy 0.13 $12.38–18.48 · VW $15.68i $10,128,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.51 $4.62–6.30 · VW $5.39i SEC
2014   Q3 5,968,175 0.51 Reduce 73.00% 1.36 $4.61–5.37 · VW $5.03i $30,157,000 SEC
2014   Q2 22,105,260 1.86 Reduce 49.74% 1.42 $4.01–5.03 · VW $4.47i $111,101,000 SEC
2014   Q1 43,980,960 2.86 Reduce 19.01% 0.53 $3.79–4.79 · VW $4.31i $193,780,000 SEC
2013   Q4 54,305,280 2.79 Add 35.80% 0.74 $3.26–4.49 · VW $3.83i $207,772,000 SEC
2013   Q3 39,988,105 2.27 Reduce 32.94% 0.95 $3.41–4.42 · VW $4.05i $162,032,000 SEC
2013   Q2 59,629,850 2.88 Add 465.27% 2.37 $3.29–4.71 · VW $3.79i $208,704,000 SEC
2013   Q1 10,548,990 0.65 Buy 0.65 $3.76–5.07 · VW $4.63i $49,960,000 SEC
Price snapshot:
Current price$160.62
52-week low$70.12
52-week high$165.28