Lee Ainslie 13F Holdings & Portfolio Activity

Review Lee Ainslie's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

Lee Ainslie Top Current Holdings

Lee Ainslie's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-15. Reported value $8.7B.

Rank	Holding	Value	Portfolio	Latest Filing
1	NVDANVIDIA CORPORATIONCOM \| 67066G104	$553.7M	6.4%	2026-05-15
2	AMZNAMAZON COM INCCOM \| 023135106	$482.8M	5.6%	2026-05-15
3	TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS \| 874039100	$418.2M	4.8%	2026-05-15
4	ASMLASML HLDG NVN Y REGISTRY SHS \| N07059210	$341.3M	3.9%	2026-05-15
5	NUNU HLDGS LTDORD SHS CL A \| G6683N103	$322.5M	3.7%	2026-05-15
6	AMATAPPLIED MATLS INCCOM \| 038222105	$297.3M	3.4%	2026-05-15
7	MSFTMICROSOFT CORPCOM \| 594918104	$268.6M	3.1%	2026-05-15
8	RTXRTX CORPORATIONCOM \| 75513E101	$263.3M	3.0%	2026-05-15
9	BSXBOSTON SCIENTIFIC CORPCOM \| 101137107	$263.2M	3.0%	2026-05-15
10	AGXARGAN INCCOM \| 04010E109	$253.1M	2.9%	2026-05-15
11	GOOGALPHABET INCCAP STK CL C \| 02079K107	$250.3M	2.9%	2026-05-15
12	TECHBIO-TECHNE CORPCOM \| 09073M104	$247.7M	2.9%	2026-05-15
13	VVISA INCCOM CL A \| 92826C839	$243.9M	2.8%	2026-05-15
14	NTRANATERA INCCOM \| 632307104	$234.3M	2.7%	2026-05-15
15	COFCAPITAL ONE FINL CORPCOM \| 14040H105	$227.8M	2.6%	2026-05-15
16	LINLINDE PLCSHS \| G54950103	$211.2M	2.4%	2026-05-15
17	DKSDICKS SPORTING GOODS INCCOM \| 253393102	$207.2M	2.4%	2026-05-15
18	INFQINFLEQTION INCCOM SHS \| 45676K103	$195.6M	2.3%	2026-05-15
19	SWXSOUTHWEST GAS HLDGS INCCOM \| 844895102	$184.8M	2.1%	2026-05-15
20	CPTCAMDEN PPTY TRSH BEN INT \| 133131102	$182.4M	2.1%	2026-05-15

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