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  Humana Inc. (HUM)
← All HUM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 1.22 $231.65–307.28 · VW $269.78i SEC
2024   Q3 197,892 1.22 Add 3.30% 0.04 $213.31–382.72 · VW $297.47i $62,680,312 SEC
2024   Q2 191,570 1.36 Add 41.03% 0.40 $343.17–406.46 · VW $368.03i $71,580,131 SEC
2024   Q1 135,837 0.88 Reduce 42.84% 0.93 $298.61–358.33 · VW $338.35i $47,097,405 SEC
2023   Q4 237,651 2.17 Add 53.10% 0.75 $342.69–504.79 · VW $399.27i $108,799,004 SEC
2023   Q3 155,228 1.69 Add 28.25% 0.37 $456.01–530.54 · VW $490.47i $75,521,527 SEC
2023   Q2 121,040 1.16 Add 12521.48% 1.15 $423.29–527.65 · VW $470.86i $54,120,615 SEC
2023   Q1 959 0.01 Reduce 98.93% 1.07 $475.28–541.21 · VW $506.12i $465,556 SEC
2022   Q4 89,664 1.08 Reduce 55.71% 1.24 $471.56–558.04 · VW $508.21i $45,925,004 SEC
2022   Q3 202,438 2.23 Reduce 37.38% 1.40 $454.07–571.30 · VW $525.09i $98,221,000 SEC
2022   Q2 323,263 3.75 Add 34.56% 0.96 $418.70–504.99 · VW $468.49i $151,310,000 SEC
2022   Q1 240,243 1.90 Reduce 5.29% 0.07 $410.87–469.34 · VW $444.81i $104,547,000 SEC
2021   Q4 253,657 1.34 Add 0.87% 0.01 $351.20–472.00 · VW $419.17i $117,661,000 SEC
2021   Q3 251,466 0.99 Reduce 0.87% <0.01 $381.86–469.73 · VW $423.77i $97,858,000 SEC
2021   Q2 253,677 1.07 Reduce 6.00% 0.06 $400.63–472.68 · VW $426.24i $112,308,000 SEC
2021   Q1 269,855 1.03 Reduce 5.75% 0.11 $381.01–475.44 · VW $431.38i $113,137,000 SEC
2020   Q4 286,322 1.88 Reduce 57.01% 2.92 $370.22–449.28 · VW $399.72i $117,469,000 SEC
2020   Q3 665,987 5.12 Reduce 14.20% 0.90 $382.72–474.70 · VW $419.31i $275,645,000 SEC
2020   Q2 776,182 6.33 Reduce 17.50% 1.09 $365.06–425.46 · VW $401.90i $300,965,000 SEC
2020   Q1 940,834 6.24 Add 101.99% 3.15 $208.25–412.70 · VW $343.87i $295,441,000 SEC
2019   Q4 465,779 2.49 Reduce 45.88% 1.49 $304.14–385.00 · VW $336.27i $170,717,000 SEC
2019   Q3 860,567 3.24 Reduce 44.51% 2.66 $248.64–345.71 · VW $311.86i $220,021,000 SEC
2019   Q2 1,550,726 5.97 Add 150.95% 3.59 $242.76–305.47 · VW $277.15i $411,408,000 SEC
2019   Q1 617,948 2.24 Buy 2.24 $225.65–292.17 · VW $254.23i $164,374,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.12 $269.18–336.13 · VW $296.78i SEC
2018   Q3 27,480 0.12 Reduce 23.75% 0.03 $299.63–355.88 · VW $328.33i $9,303,000 SEC
2018   Q2 36,040 0.13 Reduce 20.16% 0.03 $287.62–335.62 · VW $318.83i $10,727,000 SEC
2018   Q1 45,140 0.16 Add 23.98% 0.03 $261.35–299.85 · VW $284.06i $12,135,000 SEC
2017   Q4 36,410 0.12 Add 71.75% 0.05 $242.00–293.35 · VW $269.06i $9,032,000 SEC
2017   Q3 21,200 0.07 Add 27.63% 0.02 $231.90–264.56 · VW $252.44i $5,165,000 SEC
2017   Q2 16,610 0.05 Buy 0.05 $223.40–257.74 · VW $246.25i $3,997,000 SEC
2014   Q3 0 0.00 Sell 100.00% 1.65 $121.04–140.92 · VW $133.31i SEC
2014   Q2 771,168 1.65 Buy 1.65 $115.51–134.93 · VW $126.39i $98,494,000 SEC
2014   Q1 0 0.00 Sell 100.00% 1.16 $103.89–126.44 · VW $118.26i SEC
2013   Q4 833,034 1.16 Buy 1.16 $91.00–114.76 · VW $106.07i $85,986,000 SEC
Price snapshot:
Current price$406.00
52-week low$161.90
52-week high$415.00