Lee Ainslie's COMP Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 12.64 M shares of Compass, Inc. (COMP) worth $133.58 M, representing 1.43% of the portfolio. First purchased in 2021-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in COMP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 12.64 M shares. Largest reduction occurred in Q3 2021, reducing 8,702 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Compass (COMP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Compass (COMP) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2021 | +8,702 | New Buy | 8,702 | $13.10 |
| Q3 2021 | -8,702 | Sold Out | 0 | $0.00 |
| Q4 2025 | +12.64 M | New Buy | 12.64 M | $10.57 |
Lee Ainslie's Compass Investment FAQs
Lee Ainslie first purchased Compass, Inc. (COMP) in Q2 2021, acquiring 8,702 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 Compass, Inc. (COMP) for 3 quarters since Q2 2021.
Lee Ainslie's largest addition to Compass, Inc. (COMP) was in Q4 2025, adding 12,637,206 shares worth $133.58 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 12,637,206 shares of Compass, Inc. (COMP), valued at approximately $133.58 M.
As of the Q4 2025 filing, Compass, Inc. (COMP) represents approximately 1.43% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Compass, Inc. (COMP) was 12,637,206 shares, as reported at the end of Q4 2025.