Lee Ainslie's KVUE Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 0 shares of Kenvue Inc. (KVUE) worth $0, representing 0.00% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in KVUE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 1.94 M shares. Largest reduction occurred in Q4 2025, reducing 12.04 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Kenvue (KVUE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kenvue (KVUE) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +8.47 M | New Buy | 8.47 M | $23.98 |
| Q2 2025 | +1.94 M | Add 22.93% | 10.41 M | $20.93 |
| Q3 2025 | +1.63 M | Add 15.71% | 12.04 M | $16.23 |
| Q4 2025 | -12.04 M | Sold Out | 0 | $0.00 |
Lee Ainslie's Kenvue Investment FAQs
Lee Ainslie first purchased Kenvue Inc. (KVUE) in Q1 2025, acquiring 8,466,901 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 Kenvue Inc. (KVUE) for 4 quarters since Q1 2025.
Lee Ainslie's largest addition to Kenvue Inc. (KVUE) was in Q1 2025, adding 8,466,901 shares worth $203.04 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 0 shares of Kenvue Inc. (KVUE), valued at approximately $0.
As of the Q4 2025 filing, Kenvue Inc. (KVUE) represents approximately 0.00% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Kenvue Inc. (KVUE) was 12,042,708 shares, as reported at the end of Q3 2025.