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  Morgan Stanley (MS)
← All MS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.01 $81.03–95.57 · VW $87.05i SEC
2023   Q2 7,200 0.01 Buy 0.01 $80.74–91.82 · VW $85.95i $614,880 SEC
2021   Q3 0 0.00 Sell 100.00% <0.01 $86.95–105.95 · VW $97.88i SEC
2021   Q2 1,729 <0.01 Reduce 95.82% 0.03 $76.25–94.27 · VW $85.94i $159,000 SEC
2021   Q1 41,401 0.03 Add 6869.87% 0.03 $66.85–86.64 · VW $75.30i $3,215,000 SEC
2020   Q4 594 <0.01 Reduce 99.53% 0.11 $46.42–68.97 · VW $56.23i $41,000 SEC
2020   Q3 126,468 0.11 Add 2248.09% 0.11 $45.86–54.38 · VW $50.12i $6,115,000 SEC
2020   Q2 5,386 0.01 Reduce 90.84% 0.04 $31.16–51.85 · VW $42.35i $260,000 SEC
2020   Q1 58,772 0.04 Reduce 35.50% 0.02 $27.20–57.57 · VW $43.02i $1,998,000 SEC
2019   Q4 91,126 0.07 Reduce 24.34% 0.02 $39.30–51.44 · VW $47.27i $4,658,000 SEC
2019   Q3 120,434 0.08 Reduce 5.60% <0.01 $38.76–45.77 · VW $42.84i $5,139,000 SEC
2019   Q2 127,580 0.08 Reduce 20.42% 0.02 $40.43–48.67 · VW $44.43i $5,589,000 SEC
2019   Q1 160,320 0.09 Add 2.92% <0.01 $38.76–45.11 · VW $42.09i $6,766,000 SEC
2018   Q4 155,770 0.09 Add 2.20% <0.01 $36.74–47.93 · VW $43.57i $6,176,000 SEC
2018   Q3 152,420 0.09 Reduce 13.28% 0.01 $46.28–51.53 · VW $48.78i $7,098,000 SEC
2018   Q2 175,770 0.10 Buy 0.10 $47.11–55.64 · VW $51.26i $8,331,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.98 $6.71–26.73 · VW $15.88i SEC
2008   Q3 3,327,295 0.98 Buy 0.98 $11.70–46.58 · VW $31.14i $76,528,000 SEC
2005   Q3 0 0.00 Sell 100.00% 2.43 $50.18–54.61 · VW $52.68i SEC
2005   Q2 3,926,000 2.43 Reduce 44.94% 2.43 $47.66–60.10 · VW $51.88i $205,997,000 SEC
2005   Q1 7,130,300 5.41 Add 34.83% 1.40 $53.53–60.51 · VW $56.79i $408,210,000 SEC
2004   Q4 5,288,300 4.05 Add 22.41% 0.74 $47.27–55.96 · VW $52.12i $293,606,000 SEC
2004   Q3 4,320,100 3.52 Reduce 10.74% 0.47 $46.54–53.19 · VW $49.92i $212,981,000 SEC
2004   Q2 4,839,700 4.34 Buy 4.34 $50.22–58.50 · VW $53.13i $255,391,000 SEC
2002   Q3 0 0.00 Sell 100.00% 1.66 $32.70–46.50 · VW $39.27i SEC
2002   Q2 2,640,000 1.66 Buy 1.66 $39.80–57.29 · VW $46.88i $113,731,000 SEC
2000   Q3 0 0.00 Sell 100.00% 0.91 $83.50–110.00 · VW $96.26i SEC
2000   Q2 550,000 0.91 Buy 0.91 $62.38–90.19 · VW $76.42i $45,788,000 SEC
1999   Q4 0 0.00 Sell 100.00% 3.83 $43.28–71.44 · VW $58.75i SEC
1999   Q2 2,000,000 3.83 Reduce 4.97% 0.17 $41.88–58.47 · VW $49.65i $102,625,000 SEC
1999   Q1 2,104,600 3.41 $49.97 $105,164,000 SEC
Price snapshot:
Current price$221.09
52-week low$132.07
52-week high$230.47