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  Ubiquiti Inc. (UI)
← All UI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.02 $255.00–465.00 · VW $369.87i SEC
2025   Q1 4,169 0.02 Buy 0.02 $294.12–469.98 · VW $361.16i $1,292,974 SEC
2024   Q3 0 0.00 Sell 100.00% 0.05 $145.35–223.94 · VW $189.79i SEC
2024   Q2 19,093 0.05 Add 76.31% 0.02 $104.24–152.55 · VW $128.43i $2,781,086 SEC
2024   Q1 10,829 0.02 Add 191.81% 0.02 $107.14–139.76 · VW $122.33i $1,254,540 SEC
2023   Q4 3,711 0.01 Add 143.82% <0.01 $103.00–145.23 · VW $123.30i $517,907 SEC
2023   Q3 1,522 <0.01 Reduce 76.77% 0.02 $137.36–189.33 · VW $168.06i $221,147 SEC
2023   Q2 6,551 0.02 Add 490.71% 0.02 $160.49–270.78 · VW $192.64i $1,151,338 SEC
2023   Q1 1,109 0.01 Buy 0.01 $255.25–303.76 · VW $278.16i $301,304 SEC
2021   Q3 0 0.00 Sell 100.00% 0.02 $288.01–344.77 · VW $312.24i SEC
2021   Q2 7,950 0.02 Reduce 44.65% 0.02 $261.49–324.81 · VW $293.68i $2,482,000 SEC
2021   Q1 14,364 0.04 Reduce 21.94% 0.02 $236.11–401.81 · VW $316.33i $4,285,000 SEC
2020   Q4 18,402 0.08 Reduce 39.44% 0.04 $163.64–284.89 · VW $221.56i $5,125,000 SEC
2020   Q3 30,385 0.09 Reduce 20.38% 0.03 $150.75–195.00 · VW $175.76i $5,064,000 SEC
2020   Q2 38,162 0.14 Reduce 44.85% 0.09 $132.01–192.87 · VW $168.13i $6,662,000 SEC
2020   Q1 69,192 0.21 Add 21.09% 0.04 $110.01–192.96 · VW $148.55i $9,796,000 SEC
2019   Q4 57,141 0.16 Reduce 34.76% 0.05 $110.98–199.91 · VW $163.05i $10,799,000 SEC
2019   Q3 87,581 0.15 Buy 0.15 $107.22–137.79 · VW $119.57i $10,357,000 SEC
Price snapshot:
Current price$540.67
52-week low$377.97
52-week high$1,098.58