Exploring the Latest 13F Filing and Investment Strategies

Lee Ainslie (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, providing insights into his investment moves during this period. Lee Ainslie (Trades, Portfolio) is the founder and CEO of Dallas-based Maverick Capital. Ainslie started Maverick Capital back in 1993 with $38 million after learning from legendary fund manager Julian Robertson at Tiger Management (Trades, Portfolio). Maverick employs six industry experts to research investment opportunities in the following categories: consumer, health care, cyclical, retail, financial, and telecommunications, media, and technology. Ainslie talks to them about new and current stocks in the portfolio, and with that input, he makes the final decision on investments.

Warning! GuruFocus has detected 2 Warning Sign with AMZN.Lee Ainslie's Strategic Moves: A Deep Dive into Kenvue Inc's 3.59% Portfolio Impact

Summary of New Buy

Lee Ainslie (Trades, Portfolio) added a total of 76 stocks, among them:

The most significant addition was Kenvue Inc (NYSE:KVUE), with 8,466,901 shares, accounting for 3.59% of the portfolio and a total value of $203.036 million. The second largest addition to the portfolio was Bank of America Corp (NYSE:BAC), consisting of 3,644,820 shares, representing approximately 2.69% of the portfolio, with a total value of $152.098 million. The third largest addition was Danaher Corp (NYSE:DHR), with 698,740 shares, accounting for 2.53% of the portfolio and a total value of $143.241 million.

Key Position Increases

Lee Ainslie (Trades, Portfolio) also increased stakes in a total of 116 stocks, among them:

The most notable increase was NVIDIA Corp (NASDAQ:NVDA), with an additional 716,236 shares, bringing the total to 2,830,399 shares. This adjustment represents a significant 33.88% increase in share count, a 1.37% impact on the current portfolio, with a total value of $306.758 million. The second largest increase was Micron Technology Inc (NASDAQ:MU), with an additional 777,095 shares, bringing the total to 809,170. This adjustment represents a significant 2,422.74% increase in share count, with a total value of $70.308 million.

Summary of Sold Out

Lee Ainslie (Trades, Portfolio) completely exited 68 of the holdings in the first quarter of 2025, as detailed below:

Wells Fargo & Co (NYSE:WFC): Lee Ainslie (Trades, Portfolio) sold all 2,133,273 shares, resulting in a -2.7% impact on the portfolio. Visa Inc (NYSE:V): Lee Ainslie (Trades, Portfolio) liquidated all 426,998 shares, causing a -2.43% impact on the portfolio.

Key Position Reduces

Lee Ainslie (Trades, Portfolio) also reduced positions in 35 stocks. The most significant changes include:

Story Continues

Reduced Starbucks Corp (NASDAQ:SBUX) by 1,007,093 shares, resulting in a -98.66% decrease in shares and a -1.66% impact on the portfolio. The stock traded at an average price of $103.37 during the quarter and has returned -22.47% over the past 3 months and -3.85% year-to-date. Reduced SpringWorks Therapeutics Inc (NASDAQ:SWTX) by 2,428,020 shares, resulting in a -83.96% reduction in shares and a -1.58% impact on the portfolio. The stock traded at an average price of $46.03 during the quarter and has returned -19.76% over the past 3 months and 27.54% year-to-date.

Portfolio Overview

At the first quarter of 2025, Lee Ainslie (Trades, Portfolio)'s portfolio included 236 stocks, with top holdings including 6.57% in Amazon.com Inc (NASDAQ:AMZN), 5.42% in NVIDIA Corp (NASDAQ:NVDA), 4.31% in Philip Morris International Inc (NYSE:PM), 4.28% in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), and 4.09% in Natera Inc (NASDAQ:NTRA).

The holdings are mainly concentrated in 10 of all the 11 industries: Technology, Consumer Cyclical, Healthcare, Consumer Defensive, Financial Services, Industrials, Communication Services, Utilities, Basic Materials, and Energy.Lee Ainslie's Strategic Moves: A Deep Dive into Kenvue Inc's 3.59% Portfolio Impact

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.

This article first appeared on GuruFocus.

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