Lee Ainslie's Strategic Moves: A Closer Look at The Walt Disney Co's 2.81% Portfolio Impact

Insights from Lee Ainslie (Trades, Portfolio)'s Second Quarter 2025 13F Filing

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Lee Ainslie (Trades, Portfolio) recently submitted the 13F filing for the second 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.Lee Ainslie's Strategic Moves: A Closer Look at The Walt Disney Co's 2.81% Portfolio Impact

Summary of New Buy

Lee Ainslie (Trades, Portfolio) added a total of 79 stocks, among them:

The most significant addition was The Walt Disney Co (NYSE:DIS), with 1,508,487 shares, accounting for 2.81% of the portfolio and a total value of $187,067,470 million. The second largest addition to the portfolio was Huntington Ingalls Industries Inc (NYSE:HII), consisting of 386,533 shares, representing approximately 1.4% of the portfolio, with a total value of $93,332,260. The third largest addition was Warner Bros. Discovery Inc (NASDAQ:WBD), with 6,797,230 shares, accounting for 1.17% of the portfolio and a total value of $77,896,260.

Key Position Increases

Lee Ainslie (Trades, Portfolio) also increased stakes in a total of 38 stocks, among them:

The most notable increase was Microsoft Corp (NASDAQ:MSFT), with an additional 336,907 shares, bringing the total to 753,404 shares. This adjustment represents a significant 80.89% increase in share count, a 2.52% impact on the current portfolio, with a total value of $374,750,680. The second largest increase was Advanced Micro Devices Inc (NASDAQ:AMD), with an additional 1,152,393 shares, bringing the total to 1,172,044. This adjustment represents a significant 5,864.3% increase in share count, with a total value of $166,313,040.

Summary of Sold Out

Lee Ainslie (Trades, Portfolio) completely exited 63 holdings in the second quarter of 2025, as detailed below:

Charles Schwab Corp (NYSE:SCHW): Lee Ainslie (Trades, Portfolio) sold all 1,425,125 shares, resulting in a -1.97% impact on the portfolio. Monster Beverage Corp (NASDAQ:MNST): Lee Ainslie (Trades, Portfolio) liquidated all 1,748,676 shares, causing a -1.81% impact on the portfolio.

Story Continues

Key Position Reduces

Lee Ainslie (Trades, Portfolio) also reduced positions in 44 stocks. The most significant changes include:

Reduced Verona Pharma PLC (NASDAQ:VRNA) by 1,261,639 shares, resulting in a -70.74% decrease in shares and a -1.41% impact on the portfolio. The stock traded at an average price of $73.88 during the quarter and has returned 51.42% over the past 3 months and 126.71% year-to-date. Reduced GFL Environmental Inc (NYSE:GFL) by 1,501,510 shares, resulting in a -34.9% reduction in shares and a -1.28% impact on the portfolio. The stock traded at an average price of $49.09 during the quarter and has returned 2.01% over the past 3 months and 12.37% year-to-date.

Portfolio Overview

At the second quarter of 2025, Lee Ainslie (Trades, Portfolio)'s portfolio included 252 stocks, with top holdings including 7.02% in NVIDIA Corp (NASDAQ:NVDA), 6.79% in Amazon.com Inc (NASDAQ:AMZN), 5.99% in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), 5.63% in Microsoft Corp (NASDAQ:MSFT), and 4.48% in Nu Holdings Ltd (NYSE:NU).

The holdings are mainly concentrated in 11 industries: Technology, Consumer Cyclical, Healthcare, Financial Services, Consumer Defensive, Industrials, Communication Services, Utilities, Real Estate, Basic Materials, and Energy.

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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