Lee Ainslie's TDUP Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 691,689 shares of ThredUp Inc. (TDUP) worth $4.42 M, representing 0.05% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in TDUP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 268,695 shares. Largest reduction occurred in Q3 2025, reducing 102,276 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's ThredUp (TDUP) Holding Value Over Time
Track share changes against reported price movement
Quarterly ThredUp (TDUP) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +268,695 | Add 63.52% | 691,689 | $6.39 |
| Q3 2025 | -102,276 | Reduce 19.47% | 422,994 | $9.45 |
| Q2 2025 | +525,270 | New Buy | 525,270 | $7.49 |
Lee Ainslie's ThredUp Investment FAQs
Lee Ainslie first purchased ThredUp Inc. (TDUP) in Q2 2025, acquiring 525,270 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 ThredUp Inc. (TDUP) for 3 quarters since Q2 2025.
Lee Ainslie's largest addition to ThredUp Inc. (TDUP) was in Q2 2025, adding 525,270 shares worth $3.93 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 691,689 shares of ThredUp Inc. (TDUP), valued at approximately $4.42 M.
As of the Q4 2025 filing, ThredUp Inc. (TDUP) represents approximately 0.05% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in ThredUp Inc. (TDUP) was 691,689 shares, as reported at the end of Q4 2025.