MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
|
 |
INSTITUTION : Lee Ainslie (MAVERICK CAPITAL LTD ) |
|
|
Lee Ainslie Latest Top 20 Portfolio Holdings: (Filing Date: 2021-08-16) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2021-06-30 |
No of Shares |
% of portfolio |
COUPANG INC (CL A) |
|
4,509,277,000 |
110,527,590 |
42.35% |
MICROSOFT CORP (COM) |
MSFT |
264,466,000 |
976,250 |
2.48% |
CENTENE CORP DEL (COM) |
CNC |
249,188,000 |
3,416,815 |
2.34% |
FACEBOOK INC (CL A) |
FB |
235,987,000 |
678,689 |
2.21% |
AMAZON COM INC (COM) |
AMZN |
230,081,000 |
66,881 |
2.16% |
ALPHABET INC (CAP STK CL C) |
GOOG |
195,282,000 |
77,916 |
1.83% |
NETFLIX INC (COM) |
NFLX |
189,127,000 |
358,052 |
1.77% |
SEER INC (COM CL A) |
|
177,631,000 |
5,418,893 |
1.66% |
JONES LANG LASALLE INC (COM) |
JLL |
171,688,000 |
878,381 |
1.61% |
T-MOBILE US INC (COM) |
TMUS |
171,143,000 |
1,181,679 |
1.60% |
XP INC (CL A) |
|
153,777,000 |
3,531,054 |
1.44% |
FLEETCOR TECHNOLOGIES INC (COM) |
FLT |
145,777,000 |
569,307 |
1.36% |
CROWN HLDGS INC (COM) |
CCK |
133,149,000 |
1,302,698 |
1.25% |
1LIFE HEALTHCARE INC (COM) |
|
121,039,000 |
3,661,204 |
1.13% |
ATARA BIOTHERAPEUTICS INC (COM) |
ATRA |
119,808,000 |
7,704,676 |
1.12% |
HUMANA INC (COM) |
HUM |
112,308,000 |
253,677 |
1.05% |
LAM RESEARCH CORP (COM) |
LRCX |
112,103,000 |
172,281 |
1.05% |
UBER TECHNOLOGIES INC (COM) |
|
110,558,000 |
2,205,858 |
1.03% |
TG THERAPEUTICS INC (COM) |
TGTX |
109,430,000 |
2,821,079 |
1.02% |
APPLIED MATLS INC (COM) |
AMAT |
103,602,000 |
727,545 |
0.97% |
|
|
Investing Just Like Lee Ainslie
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
|