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  Workday, Inc. (WDAY)
← All WDAY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.02 $199.81–266.82 · VW $240.71i SEC
2024   Q2 5,392 0.02 Buy 0.02 $204.52–275.76 · VW $230.06i $1,205,436 SEC
2024   Q1 0 0.00 Sell 100.00% 1.30 $262.56–311.28 · VW $285.46i SEC
2023   Q4 235,949 1.30 Reduce 1.76% 0.02 $202.01–279.83 · VW $246.17i $65,136,081 SEC
2023   Q3 240,175 1.16 Reduce 18.26% 0.26 $202.65–252.72 · VW $230.20i $51,601,599 SEC
2023   Q2 293,834 1.42 Reduce 38.78% 0.97 $174.25–230.62 · VW $205.24i $66,374,162 SEC
2023   Q1 479,952 2.51 Reduce 16.54% 0.37 $157.85–206.68 · VW $185.61i $99,129,286 SEC
2022   Q4 575,100 2.26 Reduce 17.62% 0.42 $128.72–184.50 · VW $158.80i $96,231,483 SEC
2022   Q3 698,108 2.41 Add 23.64% 0.46 $134.10–179.83 · VW $158.01i $106,266,000 SEC
2022   Q2 564,622 1.95 Add 34.79% 0.50 $134.53–245.83 · VW $171.31i $78,810,000 SEC
2022   Q1 418,887 1.82 Add 5.54% 0.10 $205.90–272.50 · VW $238.70i $100,307,000 SEC
2021   Q4 396,909 1.23 Reduce 2.60% 0.03 $246.45–307.81 · VW $277.93i $108,428,000 SEC
2021   Q3 407,514 1.03 Add 13841.64% 1.03 $220.01–278.23 · VW $250.20i $101,834,000 SEC
2021   Q2 2,923 0.01 Buy 0.01 $217.60–268.88 · VW $239.39i $698,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.01 $217.85–282.77 · VW $242.27i SEC
2020   Q4 2,090 0.01 Reduce 77.72% 0.03 $201.62–259.01 · VW $225.25i $501,000 SEC
2020   Q3 9,381 0.04 Buy 0.04 $174.52–248.75 · VW $210.71i $2,018,000 SEC
2020   Q2 0 0.00 Sell 100.00% <0.01 $115.50–190.34 · VW $164.50i SEC
2020   Q1 1,715 <0.01 Reduce 71.88% <0.01 $107.75–202.00 · VW $158.84i $223,000 SEC
2019   Q4 6,099 0.01 Reduce 3.73% <0.01 $151.06–185.62 · VW $168.10i $1,003,000 SEC
2019   Q3 6,335 0.02 Buy 0.02 $163.26–226.83 · VW $186.06i $1,077,000 SEC
Price snapshot:
Current price$144.87
52-week low$110.36
52-week high$249.85