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  Ulta Beauty, Inc. (ULTA)
← All ULTA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.01 $499.32–714.97 · VW $616.72i SEC
2025   Q4 817 0.01 Reduce 87.84% 0.04 $493.00–616.34 · VW $554.05i $494,293 SEC
2025   Q3 6,716 0.05 Reduce 34.95% 0.02 $467.24–554.13 · VW $513.41i $3,671,973 SEC
2025   Q2 10,324 0.07 Add 175.53% 0.04 $323.37–491.98 · VW $426.24i $4,829,774 SEC
2025   Q1 3,747 0.02 Reduce 61.25% 0.05 $309.01–460.00 · VW $377.62i $1,373,425 SEC
2024   Q4 9,669 0.08 Buy 0.08 $331.74–447.67 · VW $386.57i $4,205,338 SEC
2024   Q1 0 0.00 Sell 100.00% 0.09 $464.81–574.76 · VW $521.56i SEC
2023   Q4 9,483 0.09 Buy 0.09 $368.02–497.41 · VW $425.80i $4,646,575 SEC
2023   Q3 0 0.00 Sell 100.00% 0.07 $388.45–487.16 · VW $429.89i SEC
2023   Q2 6,629 0.07 Buy 0.07 $402.00–556.60 · VW $467.41i $3,119,574 SEC
2023   Q1 0 0.00 Sell 100.00% <0.01 $466.62–546.47 · VW $519.66i SEC
2022   Q4 589 <0.01 Buy <0.01 $373.80–483.80 · VW $436.56i $276,282 SEC
2022   Q2 0 0.00 Sell 100.00% 0.07 $330.80–438.63 · VW $397.84i SEC
2022   Q1 9,560 0.07 Add 3548.85% 0.07 $336.29–422.43 · VW $376.52i $3,807,000 SEC
2021   Q4 262 <0.01 Add 10.55% <0.01 $355.00–417.85 · VW $387.92i $108,000 SEC
2021   Q3 237 <0.01 Buy <0.01 $319.05–414.98 · VW $364.81i $86,000 SEC
2021   Q2 0 0.00 Sell 100.00% <0.01 $299.77–356.31 · VW $333.48i SEC
2021   Q1 1,415 <0.01 Reduce 66.27% 0.01 $276.00–351.00 · VW $309.80i $437,000 SEC
2020   Q4 4,195 0.02 Add 4410.75% 0.02 $200.50–293.52 · VW $253.93i $1,205,000 SEC
2020   Q3 93 <0.01 Add 244.44% <0.01 $186.98–256.60 · VW $216.46i $21,000 SEC
2020   Q2 27 <0.01 Buy <0.01 $153.29–258.18 · VW $215.07i $5,000 SEC
2019   Q2 0 0.00 Sell 100.00% 0.22 $304.04–365.54 · VW $340.93i SEC
2019   Q1 46,190 0.22 Reduce 41.74% 0.12 $239.31–351.43 · VW $306.29i $16,108,000 SEC
2018   Q4 79,280 0.29 Buy 0.29 $224.43–322.49 · VW $277.11i $19,411,000 SEC
2017   Q4 0 0.00 Sell 100.00% 0.07 $187.96–230.89 · VW $212.34i SEC
2017   Q3 22,750 0.07 Add 66.67% 0.03 $204.01–288.34 · VW $237.11i $5,143,000 SEC
2017   Q2 13,650 0.05 Add 31.76% 0.01 $276.02–314.86 · VW $292.95i $3,922,000 SEC
2017   Q1 10,360 0.04 Reduce 18.43% <0.01 $255.61–289.27 · VW $275.18i $2,955,000 SEC
2016   Q4 12,700 0.04 $254.96 $3,238,000 SEC
2016   Q3 12,700 0.04 Reduce 7.03% <0.01 $230.10–278.63 · VW $250.12i $3,022,000 SEC
2016   Q2 13,660 0.05 Reduce 1.59% <0.01 $191.37–244.00 · VW $218.11i $3,328,000 SEC
2016   Q1 13,880 0.04 Add 44.43% 0.01 $146.77–195.00 · VW $174.64i $2,689,000 SEC
2015   Q4 9,610 0.03 Add 4.34% <0.01 $151.52–188.48 · VW $171.92i $1,778,000 SEC
2015   Q3 9,210 0.03 Add 102.86% 0.02 $120.38–176.77 · VW $158.48i $1,504,000 SEC
2015   Q2 4,540 0.01 Reduce 10.10% <0.01 $148.42–159.85 · VW $153.86i $701,000 SEC
2015   Q1 5,050 0.01 Buy 0.01 $124.70–156.00 · VW $141.37i $762,000 SEC
2014   Q1 0 0.00 Sell 100.00% 0.58 $80.35–106.83 · VW $92.00i SEC
2013   Q4 449,112 0.58 Buy 0.58 $88.61–132.72 · VW $111.69i $43,348,000 SEC
Price snapshot:
Current price$473.33
52-week low$443.60
52-week high$714.97