Lee Ainslie's CSCO Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 11,722 shares of Cisco Systems, Inc. (CSCO) worth $1.38 M, representing 0.01% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in CSCO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 784,698 shares. Largest reduction occurred in Q2 2025, reducing 784,698 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Cisco Systems (CSCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cisco Systems (CSCO) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +11,722 | New Buy | 11,722 | $117.46 |
| Q2 2025 | -784,698 | Sold Out | 0 | $0.00 |
| Q1 2025 | +784,698 | New Buy | 784,698 | $61.71 |
| Q4 2023 | -51,160 | Sold Out | 0 | $0.00 |
| Q3 2023 | -65,925 | Reduce 56.31% | 51,160 | $53.76 |
| Q2 2023 | +97,623 | Add 501.61% | 117,085 | $51.74 |
| Q1 2023 | -26,234 | Reduce 57.41% | 19,462 | $52.27 |
| Q4 2022 | -10,914 | Reduce 19.28% | 45,696 | $47.64 |
| Q3 2022 | +29,329 | Add 107.51% | 56,610 | $39.99 |
| Q2 2022 | +27,281 | New Buy | 27,281 | $42.63 |
| Q1 2020 | -60,598 | Sold Out | 0 | $0.00 |
| Q4 2019 | +60,598 | New Buy | 60,598 | $47.96 |
| Q3 2019 | -44,860 | Sold Out | 0 | $0.00 |
| Q2 2019 | +44,860 | New Buy | 44,860 | $54.73 |
| Q3 2017 | -54,910 | Sold Out | 0 | $0.00 |
| Q2 2017 | +34,970 | Add 175.38% | 54,910 | $31.31 |
| Q1 2017 | -1,920 | Reduce 8.78% | 19,940 | $33.80 |
| Q4 2016 | +2,210 | Add 11.25% | 21,860 | $30.24 |
| Q3 2016 | -1,700 | Reduce 7.96% | 19,650 | $31.70 |
| Q2 2016 | +2,600 | Add 13.87% | 21,350 | $28.71 |
| Q1 2016 | +9,200 | Add 96.34% | 18,750 | $28.48 |
| Q3 2015 | +560 | Add 6.23% | 9,550 | $26.28 |
| Q1 2015 | +8,990 | New Buy | 8,990 | $27.47 |
Lee Ainslie's Cisco Systems Investment FAQs
Lee Ainslie first purchased Cisco Systems, Inc. (CSCO) in Q1 2015, acquiring 8,990 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 Cisco Systems, Inc. (CSCO) for 25 quarters since Q1 2015.
Lee Ainslie's largest addition to Cisco Systems, Inc. (CSCO) was in Q1 2025, adding 784,698 shares worth $48.42 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 11,722 shares of Cisco Systems, Inc. (CSCO), valued at approximately $1.38 M.
As of the Q2 2026 filing, Cisco Systems, Inc. (CSCO) represents approximately 0.01% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Cisco Systems, Inc. (CSCO) was 784,698 shares, as reported at the end of Q1 2025.