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  Microsoft Corp. (MSFT)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 725,649 3.12 Reduce 36.93% 2.21 $356.28–450.33 · VW $418.95i $268,613,490 SEC
2025   Q4 1,150,498 5.98 Add 23.46% 1.14 $381.71–493.50 · VW $422.65i $556,403,843 SEC
2025   Q3 931,856 6.46 Add 23.69% 1.24 $464.89–553.72 · VW $503.54i $482,654,815 SEC
2025   Q2 753,404 5.75 Add 80.89% 2.57 $456.89–555.45 · VW $506.34i $374,750,684 SEC
2025   Q1 416,497 2.82 Reduce 33.28% 1.58 $344.79–462.52 · VW $422.56i $156,348,809 SEC
2024   Q4 624,277 4.74 Add 1.93% 0.09 $386.57–456.16 · VW $413.24i $263,132,756 SEC
2024   Q3 612,455 5.14 Add 2.08% 0.10 $400.80–441.85 · VW $422.04i $263,539,387 SEC
2024   Q2 600,004 5.09 Add 226.39% 3.53 $385.58–468.35 · VW $423.69i $268,171,788 SEC
2024   Q1 183,831 1.44 Reduce 9.09% 0.14 $388.03–433.60 · VW $412.25i $77,341,378 SEC
2023   Q4 202,204 1.52 Reduce 39.02% 0.92 $362.90–420.82 · VW $399.12i $76,036,792 SEC
2023   Q3 331,607 2.35 Add 6.33% 0.14 $309.45–384.30 · VW $357.55i $104,704,910 SEC
2023   Q2 311,874 2.27 Add 2.61% 0.06 $311.55–366.78 · VW $335.36i $106,205,572 SEC
2023   Q1 303,943 2.22 Reduce 35.13% 0.93 $245.61–335.94 · VW $303.31i $87,626,767 SEC
2022   Q4 468,533 2.64 Reduce 22.17% 0.71 $219.35–276.76 · VW $248.51i $112,363,584 SEC
2022   Q3 602,018 3.19 Add 4.59% 0.14 $213.43–267.45 · VW $245.34i $140,210,000 SEC
2022   Q2 575,580 3.66 Reduce 27.29% 1.21 $241.51–294.18 · VW $265.72i $147,826,000 SEC
2022   Q1 791,588 4.44 Reduce 11.93% 0.41 $246.44–315.95 · VW $278.09i $244,054,000 SEC
2021   Q4 898,772 3.43 Reduce 1.81% 0.05 $271.52–344.30 · VW $304.87i $302,275,000 SEC
2021   Q3 915,376 2.62 Reduce 6.24% 0.16 $280.25–349.67 · VW $320.17i $258,063,000 SEC
2021   Q2 976,250 2.52 Reduce 18.39% 0.47 $243.00–305.84 · VW $283.57i $264,466,000 SEC
2021   Q1 1,196,206 2.57 Reduce 16.89% 0.87 $224.26–263.19 · VW $245.71i $282,029,000 SEC
2020   Q4 1,439,309 5.13 Add 19.31% 0.83 $209.11–246.13 · VW $229.21i $320,131,000 SEC
2020   Q3 1,206,388 4.72 Reduce 16.95% 1.05 $196.25–232.86 · VW $214.39i $253,740,000 SEC
2020   Q2 1,452,662 6.22 Add 16.48% 0.88 $181.35–231.15 · VW $212.68i $295,631,000 SEC
2020   Q1 1,247,147 4.16 Add 103.35% 2.11 $132.52–187.51 · VW $167.76i $196,688,000 SEC
2019   Q4 613,309 1.41 Reduce 53.19% 1.43 $146.65–190.70 · VW $166.45i $96,719,000 SEC
2019   Q3 1,310,127 2.68 Reduce 14.05% 0.42 $133.22–152.50 · VW $145.70i $182,147,000 SEC
2019   Q2 1,524,332 2.96 Reduce 56.30% 3.16 $119.01–141.68 · VW $132.85i $204,200,000 SEC
2019   Q1 3,488,553 5.61 Add 10.63% 0.54 $108.80–131.37 · VW $121.28i $411,440,000 SEC
2018   Q4 3,153,293 4.81 Reduce 16.93% 0.95 $93.96–113.42 · VW $106.47i $320,280,000 SEC
2018   Q3 3,795,973 5.60 Reduce 11.65% 0.60 $99.35–116.18 · VW $108.81i $434,145,000 SEC
2018   Q2 4,296,293 5.13 Add 3.13% 0.16 $97.26–112.78 · VW $107.46i $423,657,000 SEC
2018   Q1 4,166,070 5.12 Add 18.12% 0.79 $87.08–99.99 · VW $95.30i $380,237,000 SEC
2017   Q4 3,527,000 4.04 Add 207.88% 2.73 $80.70–96.07 · VW $90.18i $301,700,000 SEC
2017   Q3 1,145,560 1.13 Buy 1.13 $72.92–86.20 · VW $81.10i $85,333,000 SEC
2016   Q2 0 0.00 Sell 100.00% 0.04 $48.04–58.70 · VW $54.73i SEC
2016   Q1 45,230 0.04 Add 51.52% 0.01 $49.35–56.77 · VW $53.04i $2,498,000 SEC
2015   Q4 29,850 0.02 Reduce 10.90% <0.01 $48.19–56.85 · VW $51.97i $1,656,000 SEC
2015   Q3 33,500 0.03 Add 126.35% 0.02 $41.66–54.98 · VW $50.33i $1,483,000 SEC
2015   Q2 14,800 0.01 Reduce 7.04% <0.01 $39.72–48.41 · VW $43.88i $653,000 SEC
2015   Q1 15,920 0.01 Buy 0.01 $40.12–49.54 · VW $45.51i $647,000 SEC
2009   Q4 0 0.00 Sell 100.00% 1.54 $27.57–31.50 · VW $29.25i SEC
2009   Q3 4,634,257 1.54 Buy 1.54 $23.76–30.14 · VW $27.77i $119,193,000 SEC
2003   Q2 0 0.00 Sell 100.00% 2.82 $23.60–27.81 · VW $25.98i SEC
2003   Q1 7,655,000 2.82 Add 76.79% 1.23 $22.55–26.80 · VW $24.65i $185,328,000 SEC
2002   Q4 4,330,000 1.71 Reduce 11.85% 0.20 $23.00–29.48 · VW $25.39i $111,931,000 SEC
2002   Q3 4,912,000 1.67 Buy 1.67 $21.56–29.32 · VW $26.57i $107,425,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$449.52
+/- since buy-13.02%
52-week low$349.20
52-week high$551.05