Lee Ainslie's EL Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 33,440 shares of The Estée Lauder Companies Inc. (EL) worth $3.5 M, representing 0.04% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in EL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 213,230 shares. Largest reduction occurred in Q2 2024, reducing 219,934 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's The Estée Lauder Companies (EL) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Estée Lauder Companies (EL) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +10,539 | Add 46.02% | 33,440 | $104.72 |
| Q3 2025 | +22,901 | New Buy | 22,901 | $88.12 |
| Q1 2025 | -39,997 | Sold Out | 0 | $0.00 |
| Q4 2024 | +19,472 | Add 94.87% | 39,997 | $74.98 |
| Q3 2024 | +17,794 | Add 651.56% | 20,525 | $99.69 |
| Q2 2024 | -219,934 | Reduce 98.77% | 2,731 | $106.40 |
| Q1 2024 | +213,230 | Add 2259.99% | 222,665 | $154.15 |
| Q4 2023 | +4,794 | Add 103.30% | 9,435 | $146.25 |
| Q3 2023 | +4,641 | New Buy | 4,641 | $144.55 |
| Q4 2021 | -249 | Sold Out | 0 | $0.00 |
| Q3 2021 | -926 | Reduce 78.81% | 249 | $301.20 |
| Q2 2021 | -3,865 | Reduce 76.69% | 1,175 | $318.30 |
| Q1 2021 | +5,040 | New Buy | 5,040 | $290.87 |
| Q4 2020 | -63 | Sold Out | 0 | $0.00 |
| Q3 2020 | -4,489 | Reduce 98.62% | 63 | $222.22 |
| Q2 2020 | +4,552 | New Buy | 4,552 | $188.71 |
Lee Ainslie's The Estée Lauder Companies Investment FAQs
Lee Ainslie first purchased The Estée Lauder Companies Inc. (EL) in Q2 2020, acquiring 4,552 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 The Estée Lauder Companies Inc. (EL) for 16 quarters since Q2 2020.
Lee Ainslie's largest addition to The Estée Lauder Companies Inc. (EL) was in Q1 2024, adding 222,665 shares worth $34.32 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 33,440 shares of The Estée Lauder Companies Inc. (EL), valued at approximately $3.5 M.
As of the Q4 2025 filing, The Estée Lauder Companies Inc. (EL) represents approximately 0.04% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in The Estée Lauder Companies Inc. (EL) was 222,665 shares, as reported at the end of Q1 2024.