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Superinvestors › Lee Ainslie

Lee Ainslie’s cannibal stocks

Maverick Capital · 13F for Q2 2026

26cannibals held
$2.1Bin these positions
Q2 2026latest 13F filing
$430.4M764,041 shares

Meta Platforms has retired 12.2% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$334.3M1,473,873 shares

Dick's Sporting Goods has retired 46.8% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Microsoft

MSFTAdded
$310.5M832,377 shares

Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

RTX

RTXAdded
$294.2M1,550,533 shares

RTX has retired 11.3% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$252.8M2,630,260 shares

Monster Beverage has retired 19.5% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$198.0M575,013 shares

Sherwin-Williams retired 2.1% of its shares in twelve months, so this stake grew 2.1% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$119.9M1,324,081 shares

Voya Financial retired 4.8% of its shares in twelve months, so this stake grew 5.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Roivant Sciences

ROIVAdded
$100.1M2,829,024 shares

Tracked by the Radar, not on the leaderboard yet.

Shares held, 8 quarters
Q3 2024Q2 2026

Seaboard

SEBAdded
$3.9M863 shares

Seaboard retired 0.0% of its shares in twelve months, so this stake grew 0.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$3.0M114,286 shares

Brown-Forman has retired 14.1% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Spectrum Brands

SPBReduced
$2.8M32,795 shares

Spectrum Brands retired 1.6% of its shares in twelve months, so this stake grew 1.7% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$1.8M2,468 shares

Applied Materials has retired 52.8% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

KLA

KLACNew
$1.7M5,599 shares

KLA retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Cisco

CSCONew
$1.4M11,722 shares

Cisco retired 0.2% of its shares in twelve months, so this stake grew 0.2% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Corning

GLWReduced
$1.2M4,774 shares

Corning has retired 45.3% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$1.2M3,924 shares

Texas Instruments has retired 47.4% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$1.2M1,210 shares

Seagate Technology has retired 60.8% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Amphenol

APHNew
$1.1M6,423 shares

Amphenol has retired 15.3% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Teradyne

TERNew
$1.0M2,101 shares

Teradyne retired 0.2% of its shares in twelve months, so this stake grew 0.2% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Flex

FLEXNew
$857K5,289 shares

Flex retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$814K1,959 shares

Motorola Solutions retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$776K3,851 shares

TE Connectivity retired 1.6% of its shares in twelve months, so this stake grew 1.6% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Generac

GNRCReduced
$656K2,239 shares

Generac has retired 14.6% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$612K12,812 shares

Element Solutions has retired 15.4% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$602K10,411 shares

Mondelez International retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Avnet

AVTNew
$513K5,771 shares

Avnet has retired 46.3% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.

Questions

Which cannibal stocks does Lee Ainslie own?

In the Q2 2026 13F, Maverick Capital held META, DKS, MSFT, RTX, MNST, SHW, VOYA, ROIV, SEB, BF-B, SPB, AMAT, KLAC, CSCO, GLW, TXN, STX, APH, TER, FLEX, MSI, TEL, GNRC, ESI, MDLZ, AVT. 25 of them are on the Buyback Radar leaderboard.

Where does this data come from?

From Maverick Capital's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.

How do buybacks help Lee Ainslie?

Voya Financial retired 4.8% of its shares in the last twelve months. That alone made every remaining share, including Lee Ainslie's 1,324,081, 5.0% bigger as a slice of the company, without buying anything.

Lee Ainslie’s moves in companies like these are covered on Cannibal Stocks.

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