Lee Ainslie's PLAY Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 325,487 shares of Dave & Buster's Entertainment, Inc. (PLAY) worth $5.28 M, representing 0.06% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in PLAY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 378,980 shares. Largest reduction occurred in Q1 2019, reducing 282,436 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Dave & Buster's Entertainment (PLAY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dave & Buster's Entertainment (PLAY) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +174,238 | Add 115.20% | 325,487 | $16.21 |
| Q3 2025 | +33,941 | Add 28.93% | 151,249 | $18.16 |
| Q2 2025 | +117,308 | New Buy | 117,308 | $30.08 |
| Q3 2024 | -24,648 | Sold Out | 0 | $0.00 |
| Q2 2024 | +24,648 | New Buy | 24,648 | $39.81 |
| Q4 2023 | -69,068 | Sold Out | 0 | $0.00 |
| Q3 2023 | +45,940 | Add 198.63% | 69,068 | $37.07 |
| Q2 2023 | -66,885 | Reduce 74.31% | 23,128 | $44.56 |
| Q1 2023 | +33,807 | Add 60.15% | 90,013 | $36.79 |
| Q4 2022 | -89,169 | Reduce 61.34% | 56,206 | $35.44 |
| Q3 2022 | +145,375 | New Buy | 145,375 | $31.03 |
| Q1 2022 | -2,865 | Sold Out | 0 | $0.00 |
| Q4 2021 | +2,865 | New Buy | 2,865 | $38.39 |
| Q3 2021 | -28,960 | Sold Out | 0 | $0.00 |
| Q2 2021 | -53,414 | Reduce 64.84% | 28,960 | $40.61 |
| Q1 2021 | +82,374 | New Buy | 82,374 | $47.90 |
| Q1 2020 | -14,114 | Sold Out | 0 | $0.00 |
| Q4 2019 | -97,465 | Reduce 87.35% | 14,114 | $40.17 |
| Q3 2019 | +111,579 | New Buy | 111,579 | $38.95 |
| Q2 2019 | -12,340 | Sold Out | 0 | $0.00 |
| Q1 2019 | -282,436 | Reduce 95.81% | 12,340 | $49.84 |
| Q4 2018 | -135,864 | Reduce 31.55% | 294,776 | $44.56 |
| Q3 2018 | +378,980 | Add 733.60% | 430,640 | $66.22 |
| Q2 2018 | +51,660 | New Buy | 51,660 | $47.60 |
Lee Ainslie's Dave & Buster's Entertainment Investment FAQs
Lee Ainslie first purchased Dave & Buster's Entertainment, Inc. (PLAY) in Q2 2018, acquiring 51,660 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 Dave & Buster's Entertainment, Inc. (PLAY) for 24 quarters since Q2 2018.
Lee Ainslie's largest addition to Dave & Buster's Entertainment, Inc. (PLAY) was in Q3 2018, adding 430,640 shares worth $28.52 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 325,487 shares of Dave & Buster's Entertainment, Inc. (PLAY), valued at approximately $5.28 M.
As of the Q4 2025 filing, Dave & Buster's Entertainment, Inc. (PLAY) represents approximately 0.06% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Dave & Buster's Entertainment, Inc. (PLAY) was 430,640 shares, as reported at the end of Q3 2018.