Lee Ainslie - Maverick Capital Ltd
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  Cheesecake Factory (CAKE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.07 SEC
2025   Q3 90,552 0.07 Add 48.71% 0.02 $54.64 $4,947,761 SEC
2025   Q2 60,891 0.06 Add 118.29% 0.03 $62.66 $3,815,430 SEC
2025   Q1 27,894 0.02 Add 217.37% 0.01 $48.66 $1,357,322 SEC
2024   Q4 8,789 0.01 Buy 0.01 $47.44 $416,950 SEC
2024   Q3 0 0.00 Sell 100.00% 0.02 SEC
2024   Q2 29,062 0.02 Add 142.53% 0.01 $39.29 $1,141,846 SEC
2024   Q1 11,983 0.01 Reduce 76.90% 0.03 $36.15 $433,185 SEC
2023   Q4 51,885 0.04 Reduce 29.99% 0.02 $35.01 $1,816,494 SEC
2023   Q3 74,113 0.05 Reduce 37.23% 0.03 $30.30 $2,245,624 SEC
2023   Q2 118,070 0.09 Reduce 17.85% 0.02 $34.58 $4,082,861 SEC
2023   Q1 143,733 0.13 Add 141.71% 0.08 $35.05 $5,037,842 SEC
2022   Q4 59,464 0.04 Add 123.73% 0.02 $31.71 $1,885,603 SEC
2022   Q3 26,579 0.02 Reduce 32.38% <0.01 $29.27 $778,000 SEC
2022   Q2 39,309 0.03 Buy 0.03 $26.43 $1,039,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.05 SEC
2020   Q3 91,203 0.05 Buy 0.05 $27.74 $2,530,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.20 SEC
2019   Q2 318,070 0.20 Reduce 25.48% 0.07 $43.72 $13,906,000 SEC
2019   Q1 426,830 0.28 Add 96.74% 0.14 $48.92 $20,881,000 SEC
2018   Q4 216,950 0.14 Reduce 2.33% <0.01 $43.51 $9,439,000 SEC
2018   Q3 222,116 0.15 Add 4.01% <0.01 $53.54 $11,892,000 SEC
2018   Q2 213,556 0.14 Add 29.34% 0.03 $55.06 $11,758,000 SEC
2018   Q1 165,110 0.11 Buy 0.11 $48.22 $7,962,000 SEC