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  Taiwan Semiconductor S.A. (TSM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,237,358 4.86 Reduce 25.40% 1.37 $337.95 $418,165,136 SEC
2025   Q4 1,658,650 5.41 Add 62.70% 2.08 $303.89 $504,047,149 SEC
2025   Q3 1,019,472 3.81 Reduce 42.08% 2.58 $279.29 $284,728,335 SEC
2025   Q2 1,760,017 6.12 Add 20.70% 1.05 $226.49 $398,626,250 SEC
2025   Q1 1,458,136 4.36 Add 17.64% 0.65 $166.00 $242,050,576 SEC
2024   Q4 1,239,457 4.41 Add 100.89% 2.21 $197.49 $244,780,363 SEC
2024   Q3 616,979 2.09 Add 26.14% 0.43 $173.67 $107,150,743 SEC
2024   Q2 489,108 1.61 Reduce 2.96% 0.04 $173.81 $85,011,861 SEC
2024   Q1 504,022 1.28 Add 1.68% 0.02 $136.05 $68,572,193 SEC
2023   Q4 495,712 1.03 Add 66.97% 0.41 $104.00 $51,554,048 SEC
2023   Q3 296,888 0.58 Add 181.07% 0.37 $86.90 $25,799,567 SEC
2023   Q2 105,629 0.23 Add 2,056.57% 0.22 $100.92 $10,660,079 SEC
2023   Q1 4,898 0.01 Buy 0.01 $93.02 $455,612 SEC
2021   Q3 0 0.00 Sell 100.00% 0.23 SEC
2021   Q2 202,690 0.23 Reduce 28.32% 0.09 $120.16 $24,355,000 SEC
2021   Q1 282,762 0.31 Buy 0.31 $118.28 $33,445,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.08 SEC
2019   Q2 136,970 0.08 Reduce 3.28% <0.01 $39.17 $5,365,000 SEC
2019   Q1 141,620 0.08 Reduce 3.88% <0.01 $40.96 $5,801,000 SEC
2018   Q4 147,330 0.08 Reduce 3.98% <0.01 $36.91 $5,438,000 SEC
2018   Q3 153,430 0.09 Reduce 18.82% 0.02 $44.16 $6,775,000 SEC
2018   Q2 189,010 0.08 Reduce 11.68% 0.02 $36.56 $6,910,000 SEC
2018   Q1 214,000 0.13 Add 29.52% 0.03 $43.76 $9,365,000 SEC
2017   Q4 165,220 0.09 Add 82.28% 0.04 $39.65 $6,551,000 SEC
2017   Q3 90,640 0.05 Add 33.57% 0.01 $37.56 $3,404,000 SEC
2017   Q2 67,860 0.03 Add 59.07% 0.01 $34.95 $2,372,000 SEC
2017   Q1 42,660 0.02 Add 1.33% <0.01 $32.84 $1,401,000 SEC
2016   Q4 42,100 0.02 Buy 0.02 $28.74 $1,210,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.02 SEC
2016   Q2 50,500 0.02 Add 7.86% <0.01 $26.24 $1,325,000 SEC
2016   Q1 46,820 0.02 Buy 0.02 $26.21 $1,227,000 SEC