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  NVIDIA Corp. (NVDA)
← All NVDA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,174,918 6.44 Add 6.31% 0.38 $164.27–197.63 · VW $181.45i $553,705,699 SEC
2025   Q4 2,986,355 5.98 Add 39.33% 1.69 $169.55–212.19 · VW $188.92i $556,955,208 SEC
2025   Q3 2,143,330 5.35 Reduce 27.61% 1.98 $151.49–187.35 · VW $175.45i $399,902,511 SEC
2025   Q2 2,960,996 7.18 Add 4.61% 0.32 $86.62–158.71 · VW $123.37i $467,807,758 SEC
2025   Q1 2,830,399 5.53 Add 33.88% 1.40 $103.65–153.13 · VW $122.50i $306,758,644 SEC
2024   Q4 2,114,163 5.12 Reduce 10.72% 0.60 $115.14–152.89 · VW $135.48i $283,910,949 SEC
2024   Q3 2,368,091 5.61 Add 15.67% 0.76 $90.69–136.15 · VW $116.13i $287,580,971 SEC
2024   Q2 2,047,283 4.80 Reduce 2.86% 0.10 $75.61–140.76 · VW $102.09i $252,921,342 SEC
2024   Q1 2,107,590 3.55 Add 6.33% 0.21 $47.32–97.40 · VW $74.81i $190,433,402 SEC
2023   Q4 1,982,170 1.96 Reduce 40.87% 1.34 $39.23–50.55 · VW $45.35i $98,161,023 SEC
2023   Q3 3,352,110 3.27 Reduce 25.90% 1.06 $40.31–50.27 · VW $45.77i $145,813,433 SEC
2023   Q2 4,523,790 4.09 Reduce 2.45% 0.08 $26.22–43.99 · VW $35.56i $191,365,365 SEC
2023   Q1 4,637,530 3.27 Buy 3.27 $14.03–27.83 · VW $22.32i $128,816,671 SEC
2022   Q4 0 0.00 Sell 100.00% 0.09 $10.81–18.79 · VW $14.53i SEC
2022   Q3 342,430 0.09 Add 417.34% 0.07 $11.95–19.27 · VW $15.25i $4,157,000 SEC
2022   Q2 66,190 0.02 Reduce 94.39% 0.56 $14.86–27.56 · VW $18.74i $1,003,000 SEC
2022   Q1 1,179,630 0.59 Reduce 21.75% 0.11 $20.65–30.71 · VW $25.04i $32,187,000 SEC
2021   Q4 1,507,600 0.50 Add 401.88% 0.40 $19.56–34.65 · VW $29.14i $44,340,000 SEC
2021   Q3 300,390 0.06 Add 102.20% 0.03 $17.87–23.04 · VW $20.59i $6,223,000 SEC
2021   Q2 148,560 0.03 Reduce 69.37% 0.04 $13.46–20.16 · VW $16.65i $2,972,000 SEC
2021   Q1 485,000 0.06 Add 111.79% 0.03 $11.57–15.37 · VW $13.36i $6,474,000 SEC
2020   Q4 229,000 0.05 Add 1468.49% 0.05 $12.30–14.69 · VW $13.25i $2,990,000 SEC
2020   Q3 14,600 <0.01 Buy <0.01 $9.41–14.73 · VW $12.37i $198,000 SEC
2019   Q4 0 0.00 Sell 100.00% 0.12 $4.25–6.05 · VW $5.24i SEC
2019   Q3 1,933,800 0.12 Add 392.31% 0.10 $3.68–4.71 · VW $4.19i $8,415,000 SEC
2019   Q2 392,800 0.02 Buy 0.02 $3.32–4.84 · VW $4.06i $1,613,000 SEC
2018   Q3 0 0.00 Sell 100.00% 0.12 $5.83–7.13 · VW $6.58i SEC
2018   Q2 1,711,200 0.12 Reduce 17.00% 0.03 $5.26–6.73 · VW $5.96i $10,135,000 SEC
2018   Q1 2,061,600 0.16 Add 66.53% 0.06 $4.86–6.36 · VW $5.81i $11,936,000 SEC
2017   Q4 1,238,000 0.08 Buy 0.08 $4.43–5.47 · VW $4.94i $5,989,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.04 $2.39–4.21 · VW $3.38i SEC
2017   Q1 1,129,600 0.04 Reduce 20.38% 0.01 $2.38–3.02 · VW $2.65i $3,076,000 SEC
2016   Q4 1,418,800 0.05 Reduce 29.68% 0.01 $1.59–3.00 · VW $2.28i $3,786,000 SEC
2016   Q3 2,017,600 0.04 Reduce 27.34% 0.01 $1.15–1.73 · VW $1.50i $3,456,000 SEC
2016   Q2 2,776,800 0.04 Reduce 5.11% <0.01 $0.86–1.21 · VW $1.05i $3,263,000 SEC
2016   Q1 2,926,400 0.04 Buy 0.04 $0.62–0.91 · VW $0.77i $2,607,000 SEC
2004   Q2 0 0.00 Sell 100.00% 1.19 $0.16–0.23 · VW $0.18i SEC
2004   Q1 323,760,000 1.19 Buy 1.19 $0.17–0.22 · VW $0.20i $71,227,000 SEC
2002   Q3 0 0.00 Sell 100.00% 0.49 $0.07–0.19 · VW $0.10i SEC
2002   Q2 235,740,000 0.49 Buy 0.49 $0.14–0.37 · VW $0.26i $33,750,000 SEC
2000   Q4 0 0.00 Sell 100.00% 1.65 $0.11–0.36 · VW $0.21i SEC
2000   Q3 240,432,000 1.65 Add 66.97% 0.66 $0.21–0.36 · VW $0.29i $82,022,000 SEC
2000   Q2 144,000,000 0.76 $0.26 $38,138,000 SEC
2000   Q1 144,000,000 0.56 Buy 0.56 $0.07–0.31 · VW $0.16i $25,345,000 SEC
Price snapshot:
Current price$203.53
Avg. buy price$103.34
+/- since buy96.96%
52-week low$161.80
52-week high$236.26