Lee Ainslie's TSCO Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 34,060 shares of Tractor Supply Company (TSCO) worth $1.94 M, representing 0.03% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in TSCO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 1.16 M shares. Largest reduction occurred in Q4 2018, reducing 1.31 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Tractor Supply Company (TSCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Tractor Supply Company (TSCO) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +271,100 | New Buy | 271,100 | $12.66 |
| Q4 2017 | -271,100 | Sold Out | 0 | $0.00 |
| Q2 2018 | +1.16 M | New Buy | 1.16 M | $15.30 |
| Q3 2018 | +252,395 | Add 21.71% | 1.41 M | $18.18 |
| Q4 2018 | -1.31 M | Reduce 92.61% | 104,500 | $16.69 |
| Q1 2019 | -104,500 | Sold Out | 0 | $0.00 |
| Q1 2020 | +507,210 | New Buy | 507,210 | $16.91 |
| Q2 2020 | -507,210 | Sold Out | 0 | $0.00 |
| Q4 2020 | +102,560 | New Buy | 102,560 | $28.12 |
| Q1 2021 | -86,810 | Reduce 84.64% | 15,750 | $35.43 |
| Q2 2021 | +32,790 | Add 208.19% | 48,540 | $37.21 |
| Q3 2021 | -14,925 | Reduce 30.75% | 33,615 | $40.52 |
| Q4 2021 | -33,615 | Sold Out | 0 | $0.00 |
| Q2 2023 | +63,830 | New Buy | 63,830 | $44.22 |
| Q3 2023 | -63,830 | Sold Out | 0 | $0.00 |
| Q4 2023 | +16,285 | New Buy | 16,285 | $43.01 |
| Q1 2024 | -16,285 | Sold Out | 0 | $0.00 |
| Q2 2024 | +31,190 | New Buy | 31,190 | $54.00 |
| Q3 2024 | -31,190 | Sold Out | 0 | $0.00 |
| Q2 2025 | +100,119 | New Buy | 100,119 | $52.77 |
| Q3 2025 | -66,059 | Reduce 65.98% | 34,060 | $56.87 |
Lee Ainslie's Tractor Supply Company Investment FAQs
Lee Ainslie first purchased Tractor Supply Company (TSCO) in Q3 2017, acquiring 271,100 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 Tractor Supply Company (TSCO) for 21 quarters since Q3 2017.
Lee Ainslie's largest addition to Tractor Supply Company (TSCO) was in Q2 2018, adding 1,162,505 shares worth $17.78 M.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 34,060 shares of Tractor Supply Company (TSCO), valued at approximately $1.94 M.
As of the Q3 2025 filing, Tractor Supply Company (TSCO) represents approximately 0.03% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Tractor Supply Company (TSCO) was 1,414,900 shares, as reported at the end of Q3 2018.