Lee Ainslie's ULTA Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 817 shares of Ulta Beauty, Inc. (ULTA) worth $494,293, representing 0.01% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in ULTA, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 79,280 shares. Largest reduction occurred in Q1 2014, reducing 449,112 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Ulta Beauty (ULTA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ulta Beauty (ULTA) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,899 | Reduce 87.84% | 817 | $605.01 |
| Q3 2025 | -3,608 | Reduce 34.95% | 6,716 | $546.75 |
| Q2 2025 | +6,577 | Add 175.53% | 10,324 | $467.82 |
| Q1 2025 | -5,922 | Reduce 61.25% | 3,747 | $366.54 |
| Q4 2024 | +9,669 | New Buy | 9,669 | $434.93 |
| Q1 2024 | -9,483 | Sold Out | 0 | $0.00 |
| Q4 2023 | +9,483 | New Buy | 9,483 | $489.99 |
| Q3 2023 | -6,629 | Sold Out | 0 | $0.00 |
| Q2 2023 | +6,629 | New Buy | 6,629 | $470.59 |
| Q1 2023 | -589 | Sold Out | 0 | $0.00 |
| Q4 2022 | +589 | New Buy | 589 | $469.07 |
| Q2 2022 | -9,560 | Sold Out | 0 | $0.00 |
| Q1 2022 | +9,298 | Add 3548.85% | 9,560 | $398.22 |
| Q4 2021 | +25 | Add 10.55% | 262 | $412.21 |
| Q3 2021 | +237 | New Buy | 237 | $362.87 |
| Q2 2021 | -1,415 | Sold Out | 0 | $0.00 |
| Q1 2021 | -2,780 | Reduce 66.27% | 1,415 | $308.83 |
| Q4 2020 | +4,102 | Add 4410.75% | 4,195 | $287.25 |
| Q3 2020 | +66 | Add 244.44% | 93 | $225.81 |
| Q2 2020 | +27 | New Buy | 27 | $185.19 |
| Q2 2019 | -46,190 | Sold Out | 0 | $0.00 |
| Q1 2019 | -33,090 | Reduce 41.74% | 46,190 | $348.73 |
| Q4 2018 | +79,280 | New Buy | 79,280 | $244.84 |
| Q4 2017 | -22,750 | Sold Out | 0 | $0.00 |
| Q3 2017 | +9,100 | Add 66.67% | 22,750 | $226.07 |
| Q2 2017 | +3,290 | Add 31.76% | 13,650 | $287.33 |
| Q1 2017 | -2,340 | Reduce 18.43% | 10,360 | $285.23 |
| Q3 2016 | -960 | Reduce 7.03% | 12,700 | $237.95 |
| Q2 2016 | -220 | Reduce 1.59% | 13,660 | $243.63 |
| Q1 2016 | +4,270 | Add 44.43% | 13,880 | $193.73 |
| Q4 2015 | +400 | Add 4.34% | 9,610 | $185.02 |
| Q3 2015 | +4,670 | Add 102.86% | 9,210 | $163.30 |
| Q2 2015 | -510 | Reduce 10.10% | 4,540 | $154.41 |
| Q1 2015 | +5,050 | New Buy | 5,050 | $150.89 |
| Q1 2014 | -449,112 | Sold Out | 0 | $0.00 |
| Q4 2013 | +449,112 | New Buy | 449,112 | $96.52 |
Lee Ainslie's Ulta Beauty Investment FAQs
Lee Ainslie first purchased Ulta Beauty, Inc. (ULTA) in Q4 2013, acquiring 449,112 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 Ulta Beauty, Inc. (ULTA) for 37 quarters since Q4 2013.
Lee Ainslie's largest addition to Ulta Beauty, Inc. (ULTA) was in Q4 2013, adding 449,112 shares worth $43.35 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 817 shares of Ulta Beauty, Inc. (ULTA), valued at approximately $494,293.
As of the Q4 2025 filing, Ulta Beauty, Inc. (ULTA) 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 Ulta Beauty, Inc. (ULTA) was 449,112 shares, as reported at the end of Q4 2013.