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  Super Micro Computer, Inc. (SMCI)
← All SMCI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.01 $37.30–96.33 · VW $55.57i SEC
2024   Q2 5,880 0.01 Buy 0.01 $67.10–106.90 · VW $84.79i $481,778 SEC
2021   Q4 0 0.00 Sell 100.00% 0.02 $3.48–4.71 · VW $4.08i SEC
2021   Q3 540,050 0.02 Reduce 32.69% <0.01 $3.29–3.96 · VW $3.67i $1,975,000 SEC
2021   Q2 802,320 0.03 Add 15.11% <0.01 $3.35–4.07 · VW $3.65i $2,823,000 SEC
2021   Q1 696,990 0.02 Reduce 15.09% <0.01 $3.05–3.94 · VW $3.43i $2,722,000 SEC
2020   Q4 820,890 0.04 Add 0.49% <0.01 $2.19–3.17 · VW $2.76i $2,599,000 SEC
2020   Q3 816,890 0.04 Add 65.75% 0.02 $2.45–3.12 · VW $2.79i $2,157,000 SEC
2020   Q2 492,840 0.03 Reduce 39.08% 0.02 $1.95–3.33 · VW $2.77i $1,399,000 SEC
2020   Q1 808,970 0.04 Buy 0.04 $1.58–3.00 · VW $2.44i $1,721,000 SEC
Price snapshot:
Current price$27.66
52-week low$19.48
52-week high$62.36