Lee Ainslie's NVS Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 8,222 shares of Novartis AG (NVS) worth $1.05 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in NVS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2014, adding 304,188 shares. Largest reduction occurred in Q4 2013, reducing 599,044 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Novartis (NVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Novartis (NVS) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +827,726 | Add 0.00% | 827,725 | $63.36 |
| Q3 2013 | +69,649 | Add 8.41% | 897,374 | $68.74 |
| Q4 2013 | -599,044 | Reduce 66.76% | 298,330 | $72.02 |
| Q1 2014 | +94,033 | Add 31.52% | 392,363 | $76.18 |
| Q2 2014 | -392,363 | Sold Out | 0 | $0.00 |
| Q3 2014 | +304,188 | New Buy | 304,188 | $84.35 |
| Q4 2014 | +275,428 | Add 90.55% | 579,616 | $83.03 |
| Q1 2015 | -579,616 | Sold Out | 0 | $0.00 |
| Q1 2020 | +18,918 | New Buy | 18,918 | $82.46 |
| Q2 2020 | -18,918 | Sold Out | 0 | $0.00 |
| Q1 2021 | +1,987 | New Buy | 1,987 | $85.56 |
| Q2 2021 | -1,987 | Sold Out | 0 | $0.00 |
| Q1 2024 | +4,291 | New Buy | 4,291 | $96.73 |
| Q2 2024 | +12,747 | Add 297.06% | 17,038 | $106.46 |
| Q3 2024 | -17,038 | Sold Out | 0 | $0.00 |
| Q3 2025 | +8,222 | New Buy | 8,222 | $128.24 |
Lee Ainslie's Novartis Investment FAQs
Lee Ainslie first purchased Novartis AG (NVS) in Q2 2013, acquiring 827,725 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 Novartis AG (NVS) for 16 quarters since Q2 2013.
Lee Ainslie's largest addition to Novartis AG (NVS) was in Q2 2013, adding 827,725 shares worth $52.44 M.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 8,222 shares of Novartis AG (NVS), valued at approximately $1.05 M.
As of the Q3 2025 filing, Novartis AG (NVS) 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 Novartis AG (NVS) was 897,374 shares, as reported at the end of Q3 2013.