Lee Ainslie's PCVX Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 1.35 M shares of Vaxcyte, Inc. (PCVX) worth $62.48 M, representing 0.67% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 8 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in PCVX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2024, adding 332,777 shares. Largest reduction occurred in Q3 2025, reducing 21,038 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Vaxcyte (PCVX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vaxcyte (PCVX) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +64,670 | Add 5.01% | 1.35 M | $46.14 |
| Q3 2025 | -21,038 | Reduce 1.61% | 1.29 M | $36.02 |
| Q2 2025 | +102,512 | Add 8.49% | 1.31 M | $32.51 |
| Q1 2025 | +6,195 | Add 0.52% | 1.21 M | $37.76 |
| Q4 2024 | +225,649 | Add 23.11% | 1.2 M | $81.86 |
| Q3 2024 | +288,341 | Add 41.92% | 976,249 | $114.27 |
| Q2 2024 | +332,777 | Add 93.71% | 687,908 | $75.51 |
| Q1 2024 | +355,131 | New Buy | 355,131 | $68.31 |
Lee Ainslie's Vaxcyte Investment FAQs
Lee Ainslie first purchased Vaxcyte, Inc. (PCVX) in Q1 2024, acquiring 355,131 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 Vaxcyte, Inc. (PCVX) for 8 quarters since Q1 2024.
Lee Ainslie's largest addition to Vaxcyte, Inc. (PCVX) was in Q1 2024, adding 355,131 shares worth $24.26 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 1,354,237 shares of Vaxcyte, Inc. (PCVX), valued at approximately $62.48 M.
As of the Q4 2025 filing, Vaxcyte, Inc. (PCVX) represents approximately 0.67% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Vaxcyte, Inc. (PCVX) was 1,354,237 shares, as reported at the end of Q4 2025.