Lee Ainslie's MOH Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 645,768 shares of Molina Healthcare, Inc. (MOH) worth $86.08 M, representing 0.99% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in MOH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 645,768 shares. Largest reduction occurred in Q4 2018, reducing 70,290 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Molina Healthcare (MOH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Molina Healthcare (MOH) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +645,768 | New Buy | 645,768 | $133.30 |
| Q3 2024 | -5,863 | Sold Out | 0 | $0.00 |
| Q2 2024 | +4,700 | Add 404.13% | 5,863 | $297.30 |
| Q1 2024 | +1,163 | New Buy | 1,163 | $410.83 |
| Q3 2023 | -866 | Sold Out | 0 | $0.00 |
| Q2 2023 | -365 | Reduce 29.65% | 866 | $301.24 |
| Q1 2023 | +305 | Add 32.94% | 1,231 | $267.49 |
| Q4 2022 | -34 | Reduce 3.54% | 926 | $330.22 |
| Q3 2022 | +960 | New Buy | 960 | $330.21 |
| Q1 2022 | -437 | Sold Out | 0 | $0.00 |
| Q4 2021 | -8,679 | Reduce 95.21% | 437 | $318.08 |
| Q3 2021 | +3,958 | Add 76.74% | 9,116 | $271.28 |
| Q2 2021 | +5,158 | New Buy | 5,158 | $253.01 |
| Q1 2021 | -1,760 | Sold Out | 0 | $0.00 |
| Q4 2020 | -5,541 | Reduce 75.89% | 1,760 | $212.50 |
| Q3 2020 | +7,301 | New Buy | 7,301 | $182.99 |
| Q2 2020 | -9,703 | Sold Out | 0 | $0.00 |
| Q1 2020 | +9,703 | New Buy | 9,703 | $139.75 |
| Q3 2019 | -40,560 | Sold Out | 0 | $0.00 |
| Q2 2019 | -9,260 | Reduce 18.59% | 40,560 | $143.15 |
| Q1 2019 | +49,820 | New Buy | 49,820 | $141.95 |
| Q4 2018 | -70,290 | Sold Out | 0 | $0.00 |
| Q3 2018 | +70,290 | New Buy | 70,290 | $148.70 |
Lee Ainslie's Molina Healthcare Investment FAQs
Lee Ainslie first purchased Molina Healthcare, Inc. (MOH) in Q3 2018, acquiring 70,290 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 Molina Healthcare, Inc. (MOH) for 23 quarters since Q3 2018.
Lee Ainslie's largest addition to Molina Healthcare, Inc. (MOH) was in Q1 2026, adding 645,768 shares worth $86.08 M.
According to the latest 13F filing for Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 645,768 shares of Molina Healthcare, Inc. (MOH), valued at approximately $86.08 M.
As of the Q1 2026 filing, Molina Healthcare, Inc. (MOH) represents approximately 0.99% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Molina Healthcare, Inc. (MOH) was 645,768 shares, as reported at the end of Q1 2026.