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  Avago Technologies Ltd (VSW)
← All VSW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q1 0 0.00 Sell 100.00% 0.44 $106.97–119.95 SEC
2015   Q4 208,780 0.44 Reduce 65.79% 0.90 $106.44–135.88 · VW $127.87i $30,304,000 SEC
2015   Q3 610,281 1.37 Reduce 71.41% 3.26 $111.22–123.84 · VW $115.74i $76,291,000 SEC
2015   Q2 2,134,579 4.56 Reduce 11.68% 0.61 $103.63–117.38 · VW $116.79i $283,750,000 SEC
2015   Q1 2,417,005 5.26 Add 161.79% 3.25 $80.61–124.20 · VW $103.47i $306,911,000 SEC
2014   Q4 923,250 1.62 Buy 1.62 $54.02–84.81 · VW $74.36i $92,870,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.42 $51.50–70.52 · VW $60.90i
IPO/listing quarter
SEC
2014   Q2 344,840 0.42 Reduce 87.69% 2.33 $72.07 $24,853,000 SEC
2014   Q1 2,800,615 2.66 Add 18.74% 0.42 $64.41 $180,388,000 SEC
2013   Q4 2,358,512 1.68 Buy 1.68 $52.88 $124,716,000 SEC
2013   Q1 0 0.00 Sell 100.00% 2.73 SEC
2012   Q4 5,692,111 2.73 Reduce 33.30% 1.37 $31.65 $180,160,000 SEC
2012   Q3 8,534,452 4.10 Reduce 3.81% 0.19 $34.87 $297,554,000 SEC
2012   Q2 8,872,812 5.00 Add 10.07% 0.46 $35.90 $318,534,000 SEC
2012   Q1 8,061,247 4.95 Add 17.28% 0.73 $38.97 $314,147,000 SEC
2011   Q4 6,873,243 2.82 Buy 2.82 $28.86 $198,362,000 SEC
2011   Q2 0 0.00 Sell 100.00% 0.03 SEC
2011   Q1 86,087 0.03 Reduce 98.01% 1.39 $31.10 $2,677,000 SEC
2010   Q4 4,331,489 1.42 Buy 1.42 $28.41 $123,068,000 SEC