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  Guidewire Software, Inc. (GWRE)
← All GWRE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% <0.01 $74.03–95.88 · VW $86.16i SEC
2023   Q2 5,080 <0.01 Reduce 74.64% 0.03 $68.45–83.51 · VW $77.22i $386,486 SEC
2023   Q1 20,029 0.04 Add 250.89% 0.03 $60.34–82.25 · VW $74.12i $1,643,379 SEC
2022   Q4 5,708 <0.01 Add 74.88% <0.01 $52.08–66.97 · VW $60.05i $357,092 SEC
2022   Q3 3,264 <0.01 Buy <0.01 $59.43–83.14 · VW $69.08i $201,000 SEC
2022   Q1 0 0.00 Sell 100.00% <0.01 $81.38–114.00 · VW $94.46i SEC
2021   Q4 708 <0.01 Add 6.31% <0.01 $107.17–128.98 · VW $117.35i $80,000 SEC
2021   Q3 666 <0.01 Reduce 94.47% <0.01 $107.44–130.95 · VW $117.59i $79,000 SEC
2021   Q2 12,047 0.01 Add 77.34% <0.01 $91.77–116.41 · VW $104.38i $1,358,000 SEC
2021   Q1 6,793 <0.01 Add 31.90% <0.01 $96.42–134.22 · VW $111.96i $690,000 SEC
2020   Q4 5,150 0.01 Buy 0.01 $93.94–129.76 · VW $113.47i $663,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.01 $101.02–123.43 · VW $112.60i SEC
2020   Q2 2,635 0.01 Add 604.55% <0.01 $71.64–114.57 · VW $97.70i $292,000 SEC
2020   Q1 374 <0.01 Buy <0.01 $72.40–124.16 · VW $97.92i $30,000 SEC
2018   Q3 0 0.00 Sell 100.00% 0.03 $84.33–107.79 · VW $96.53i SEC
2018   Q2 24,730 0.03 Buy 0.03 $77.37–96.19 · VW $88.17i $2,196,000 SEC
Price snapshot:
Current price$140.31
52-week low$102.30
52-week high$272.60