Lee Ainslie's BTI Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 44,918 shares of British American Tobacco p.l.c. (BTI) worth $2.38 M, representing 0.03% of the portfolio. First purchased in 2017-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in BTI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 713,230 shares. Largest reduction occurred in Q3 2020, reducing 1.7 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's British American Tobacco plc (BTI) Holding Value Over Time
Track share changes against reported price movement
Quarterly British American Tobacco plc (BTI) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2017 | +1.14 M | New Buy | 1.14 M | $66.99 |
| Q1 2018 | +201,708 | Add 17.76% | 1.34 M | $57.69 |
| Q2 2018 | -50,010 | Reduce 3.74% | 1.29 M | $50.45 |
| Q3 2018 | +163,023 | Add 12.66% | 1.45 M | $46.63 |
| Q4 2018 | +713,230 | Add 49.17% | 2.16 M | $31.86 |
| Q1 2019 | +144,860 | Add 6.69% | 2.31 M | $41.72 |
| Q2 2019 | -106,684 | Reduce 4.62% | 2.2 M | $34.87 |
| Q3 2019 | +235,928 | Add 10.71% | 2.44 M | $36.90 |
| Q4 2019 | +6,125 | Add 0.25% | 2.44 M | $42.46 |
| Q1 2020 | -664,839 | Reduce 27.20% | 1.78 M | $34.19 |
| Q2 2020 | -78,227 | Reduce 4.40% | 1.7 M | $38.82 |
| Q3 2020 | -1.7 M | Sold Out | 0 | $0.00 |
| Q3 2021 | +16,753 | New Buy | 16,753 | $35.28 |
| Q4 2021 | -14,120 | Reduce 84.28% | 2,633 | $37.60 |
| Q1 2022 | -2,633 | Sold Out | 0 | $0.00 |
| Q3 2025 | +44,918 | New Buy | 44,918 | $53.08 |
Lee Ainslie's British American Tobacco plc Investment FAQs
Lee Ainslie first purchased British American Tobacco p.l.c. (BTI) in Q4 2017, acquiring 1,135,965 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held British American Tobacco p.l.c. (BTI) for 16 quarters since Q4 2017.
Lee Ainslie's largest addition to British American Tobacco p.l.c. (BTI) was in Q4 2017, adding 1,135,965 shares worth $76.1 M.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 44,918 shares of British American Tobacco p.l.c. (BTI), valued at approximately $2.38 M.
As of the Q3 2025 filing, British American Tobacco p.l.c. (BTI) represents approximately 0.03% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in British American Tobacco p.l.c. (BTI) was 2,444,145 shares, as reported at the end of Q4 2019.