Lee Ainslie's ETSY Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 45,034 shares of Etsy, Inc. (ETSY) worth $2.5 M, representing 0.03% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in ETSY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 1.06 M shares. Largest reduction occurred in Q2 2018, reducing 863,250 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Etsy (ETSY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Etsy (ETSY) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2017 | +32,804 | New Buy | 32,804 | $15.00 |
| Q3 2017 | -32,804 | Sold Out | 0 | $0.00 |
| Q4 2017 | +1.06 M | New Buy | 1.06 M | $20.45 |
| Q1 2018 | -198,302 | Reduce 18.68% | 863,250 | $28.06 |
| Q2 2018 | -863,250 | Sold Out | 0 | $0.00 |
| Q2 2019 | +85,320 | New Buy | 85,320 | $61.37 |
| Q3 2019 | -75,112 | Reduce 88.04% | 10,208 | $56.52 |
| Q4 2019 | +45,069 | Add 441.51% | 55,277 | $44.30 |
| Q1 2020 | -55,277 | Sold Out | 0 | $0.00 |
| Q2 2020 | +131 | New Buy | 131 | $106.87 |
| Q3 2020 | -70 | Reduce 53.44% | 61 | $114.75 |
| Q4 2020 | +25,369 | Add 41588.52% | 25,430 | $177.90 |
| Q1 2021 | -24,246 | Reduce 95.34% | 1,184 | $201.86 |
| Q2 2021 | -85 | Reduce 7.18% | 1,099 | $205.64 |
| Q3 2021 | +21,882 | Add 1991.08% | 22,981 | $207.95 |
| Q4 2021 | -22,981 | Sold Out | 0 | $0.00 |
| Q2 2022 | +53,493 | New Buy | 53,493 | $73.21 |
| Q3 2022 | -3,799 | Reduce 7.10% | 49,694 | $100.13 |
| Q4 2022 | -49,694 | Sold Out | 0 | $0.00 |
| Q3 2023 | +13,770 | New Buy | 13,770 | $64.58 |
| Q4 2023 | -13,770 | Sold Out | 0 | $0.00 |
| Q4 2025 | +45,034 | New Buy | 45,034 | $55.44 |
Lee Ainslie's Etsy Investment FAQs
Lee Ainslie first purchased Etsy, Inc. (ETSY) in Q2 2017, acquiring 32,804 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 Etsy, Inc. (ETSY) for 22 quarters since Q2 2017.
Lee Ainslie's largest addition to Etsy, Inc. (ETSY) was in Q4 2017, adding 1,061,552 shares worth $21.71 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 45,034 shares of Etsy, Inc. (ETSY), valued at approximately $2.5 M.
As of the Q4 2025 filing, Etsy, Inc. (ETSY) 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 Etsy, Inc. (ETSY) was 1,061,552 shares, as reported at the end of Q4 2017.