Lee Ainslie's EL Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 22,901 shares of The Estée Lauder Companies Inc. (EL) worth $2.02 M, representing 0.03% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +4,552 | New Buy | 4,552 | $188.71 |
| Q3 2020 | -4,489 | Reduce 98.62% | 63 | $222.22 |
| Q4 2020 | -63 | Sold Out | 63 | $0.00 |
| Q1 2021 | +5,040 | New Buy | 5,040 | $290.87 |
| Q2 2021 | -3,865 | Reduce 76.69% | 1,175 | $318.30 |
| Q3 2021 | -926 | Reduce 78.81% | 249 | $301.20 |
| Q4 2021 | -249 | Sold Out | 249 | $0.00 |
| Q3 2023 | +4,641 | New Buy | 4,641 | $144.55 |
| Q4 2023 | +4,794 | Add 103.30% | 9,435 | $146.25 |
| Q1 2024 | +213,230 | Add 2259.99% | 222,665 | $154.15 |
| Q2 2024 | -219,934 | Reduce 98.77% | 2,731 | $106.40 |
| Q3 2024 | +17,794 | Add 651.56% | 20,525 | $99.69 |
| Q4 2024 | +19,472 | Add 94.87% | 39,997 | $74.98 |
| Q1 2025 | -39,997 | Sold Out | 39,997 | $0.00 |
| Q3 2025 | +22,901 | New Buy | 22,901 | $88.12 |
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 22 quarters since Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to The Estée Lauder Companies Inc. (EL) was in Q1 2024, adding 222,665 shares worth $34.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 22,901 shares of The Estée Lauder Companies Inc. (EL), valued at approximately $2.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Estée Lauder Companies Inc. (EL) represents approximately 0.03% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in The Estée Lauder Companies Inc. (EL) was 222,665 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.