Lee Ainslie's LMND Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 11,970 shares of Lemonade, Inc. (LMND) worth $750,280, representing 0.01% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 4 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in LMND for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 37,255 shares. Largest reduction occurred in Q1 2026, reducing 57,894 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Lemonade (LMND) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lemonade (LMND) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -57,894 | Reduce 82.87% | 11,970 | $62.68 |
| Q4 2025 | +8,015 | Add 12.96% | 69,864 | $71.18 |
| Q3 2025 | +37,255 | Add 151.48% | 61,849 | $53.53 |
| Q2 2025 | +24,594 | New Buy | 24,594 | $43.81 |
Lee Ainslie's Lemonade Investment FAQs
Lee Ainslie first purchased Lemonade, Inc. (LMND) in Q2 2025, acquiring 24,594 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 Lemonade, Inc. (LMND) for 4 quarters since Q2 2025.
Lee Ainslie's largest addition to Lemonade, Inc. (LMND) was in Q3 2025, adding 61,849 shares worth $3.31 M.
According to the latest 13F filing for Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 11,970 shares of Lemonade, Inc. (LMND), valued at approximately $750,280.
As of the Q1 2026 filing, Lemonade, Inc. (LMND) 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 Lemonade, Inc. (LMND) was 69,864 shares, as reported at the end of Q4 2025.