Lee Ainslie's CHWY Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 74,985 shares of Chewy, Inc. (CHWY) worth $2.48 M, representing 0.03% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in CHWY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 142,133 shares. Largest reduction occurred in Q4 2025, reducing 93,220 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Chewy (CHWY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Chewy (CHWY) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -93,220 | Reduce 55.42% | 74,985 | $33.05 |
| Q3 2025 | +36,552 | Add 27.76% | 168,205 | $40.45 |
| Q2 2025 | -69,196 | Reduce 34.45% | 131,653 | $42.62 |
| Q1 2025 | +142,133 | Add 242.07% | 200,849 | $32.51 |
| Q4 2024 | -67,267 | Reduce 53.39% | 58,716 | $33.49 |
| Q3 2024 | -7,470 | Reduce 5.60% | 125,983 | $29.29 |
| Q2 2024 | +92,450 | Add 225.47% | 133,453 | $27.24 |
| Q1 2024 | +41,003 | New Buy | 41,003 | $15.91 |
| Q4 2022 | -57,860 | Sold Out | 0 | $0.00 |
| Q3 2022 | +57,860 | New Buy | 57,860 | $30.71 |
| Q4 2021 | -14,000 | Sold Out | 0 | $0.00 |
| Q3 2021 | +14,000 | New Buy | 14,000 | $68.14 |
| Q1 2021 | -283 | Sold Out | 0 | $0.00 |
| Q4 2020 | +283 | New Buy | 283 | $88.34 |
Lee Ainslie's Chewy Investment FAQs
Lee Ainslie first purchased Chewy, Inc. (CHWY) in Q4 2020, acquiring 283 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 Chewy, Inc. (CHWY) for 14 quarters since Q4 2020.
Lee Ainslie's largest addition to Chewy, Inc. (CHWY) was in Q1 2025, adding 200,849 shares worth $6.53 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 74,985 shares of Chewy, Inc. (CHWY), valued at approximately $2.48 M.
As of the Q4 2025 filing, Chewy, Inc. (CHWY) 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 Chewy, Inc. (CHWY) was 200,849 shares, as reported at the end of Q1 2025.