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  Microsoft Corp. (MSFT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 725,649 3.12 Reduce 36.93% 2.21 $370.17 $268,613,490 SEC
2025   Q4 1,150,498 5.98 Add 23.46% 1.14 $483.62 $556,403,843 SEC
2025   Q3 931,856 6.46 Add 23.69% 1.24 $517.95 $482,654,815 SEC
2025   Q2 753,404 5.75 Add 80.89% 2.57 $497.41 $374,750,684 SEC
2025   Q1 416,497 2.82 Reduce 33.28% 1.58 $375.39 $156,348,809 SEC
2024   Q4 624,277 4.74 Add 1.93% 0.09 $421.50 $263,132,756 SEC
2024   Q3 612,455 5.14 Add 2.08% 0.10 $430.30 $263,539,387 SEC
2024   Q2 600,004 5.09 Add 226.39% 3.53 $446.95 $268,171,788 SEC
2024   Q1 183,831 1.44 Reduce 9.09% 0.14 $420.72 $77,341,378 SEC
2023   Q4 202,204 1.52 Reduce 39.02% 0.92 $376.04 $76,036,792 SEC
2023   Q3 331,607 2.35 Add 6.33% 0.14 $315.75 $104,704,910 SEC
2023   Q2 311,874 2.27 Add 2.61% 0.06 $340.54 $106,205,572 SEC
2023   Q1 303,943 2.22 Reduce 35.13% 0.93 $288.30 $87,626,767 SEC
2022   Q4 468,533 2.64 Reduce 22.17% 0.71 $239.82 $112,363,584 SEC
2022   Q3 602,018 3.19 Add 4.59% 0.14 $232.90 $140,210,000 SEC
2022   Q2 575,580 3.66 Reduce 27.29% 1.21 $256.83 $147,826,000 SEC
2022   Q1 791,588 4.44 Reduce 11.93% 0.41 $308.31 $244,054,000 SEC
2021   Q4 898,772 3.43 Reduce 1.81% 0.05 $336.32 $302,275,000 SEC
2021   Q3 915,376 2.62 Reduce 6.24% 0.16 $281.92 $258,063,000 SEC
2021   Q2 976,250 2.52 Reduce 18.39% 0.47 $270.90 $264,466,000 SEC
2021   Q1 1,196,206 2.57 Reduce 16.89% 0.87 $235.77 $282,029,000 SEC
2020   Q4 1,439,309 5.13 Add 19.31% 0.83 $222.42 $320,131,000 SEC
2020   Q3 1,206,388 4.72 Reduce 16.95% 1.05 $210.33 $253,740,000 SEC
2020   Q2 1,452,662 6.22 Add 16.48% 0.88 $203.51 $295,631,000 SEC
2020   Q1 1,247,147 4.16 Add 103.35% 2.11 $157.71 $196,688,000 SEC
2019   Q4 613,309 1.41 Reduce 53.19% 1.43 $157.70 $96,719,000 SEC
2019   Q3 1,310,127 2.68 Reduce 14.05% 0.42 $139.03 $182,147,000 SEC
2019   Q2 1,524,332 2.96 Reduce 56.30% 3.16 $133.96 $204,200,000 SEC
2019   Q1 3,488,553 5.61 Add 10.63% 0.54 $117.94 $411,440,000 SEC
2018   Q4 3,153,293 4.81 Reduce 16.93% 0.95 $101.57 $320,280,000 SEC
2018   Q3 3,795,973 5.60 Reduce 11.65% 0.60 $114.37 $434,145,000 SEC
2018   Q2 4,296,293 5.13 Add 3.13% 0.16 $98.61 $423,657,000 SEC
2018   Q1 4,166,070 5.12 Add 18.12% 0.79 $91.27 $380,237,000 SEC
2017   Q4 3,527,000 4.04 Add 207.88% 2.73 $85.54 $301,700,000 SEC
2017   Q3 1,145,560 1.13 Buy 1.13 $74.49 $85,333,000 SEC
2016   Q2 0 0.00 Sell 100.00% 0.04 SEC
2016   Q1 45,230 0.04 Add 51.52% 0.01 $55.23 $2,498,000 SEC
2015   Q4 29,850 0.02 Reduce 10.90% <0.01 $55.48 $1,656,000 SEC
2015   Q3 33,500 0.03 Add 126.35% 0.02 $44.27 $1,483,000 SEC
2015   Q2 14,800 0.01 Reduce 7.04% <0.01 $44.12 $653,000 SEC
2015   Q1 15,920 0.01 Buy 0.01 $40.64 $647,000 SEC
2009   Q4 0 0.00 Sell 100.00% 1.54 SEC
2009   Q3 4,634,257 1.54 Buy 1.54 $25.72 $119,193,000 SEC
2003   Q2 0 0.00 Sell 100.00% 3.42 SEC
2003   Q1 7,655,000 3.42 Buy 3.42 $24.21 $185,328,000 SEC
2002   Q4 0 0.00 Sell 100.00% 1.67 SEC
2002   Q3 2,456,000 1.67 Buy 1.67 $43.74 $107,425,000 SEC