Lee Ainslie's ULTA Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 6,716 shares of Ulta Beauty, Inc. (ULTA) worth $3.67 M, representing 0.05% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Lee Ainslie has maintained a long-term strategic position in ULTA, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 56,530 shares. Largest reduction occurred in Q1 2015, reducing 444,062 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +449,112 | New Buy | 449,112 | $96.52 |
| Q1 2014 | -449,112 | Sold Out | 449,112 | $0.00 |
| Q1 2015 | +5,050 | New Buy | 5,050 | $150.89 |
| Q2 2015 | -510 | Reduce 10.10% | 4,540 | $154.41 |
| Q3 2015 | +4,670 | Add 102.86% | 9,210 | $163.30 |
| Q4 2015 | +400 | Add 4.34% | 9,610 | $185.02 |
| Q1 2016 | +4,270 | Add 44.43% | 13,880 | $193.73 |
| Q2 2016 | -220 | Reduce 1.59% | 13,660 | $243.63 |
| Q3 2016 | -960 | Reduce 7.03% | 12,700 | $237.95 |
| Q1 2017 | -2,340 | Reduce 18.43% | 10,360 | $285.23 |
| Q2 2017 | +3,290 | Add 31.76% | 13,650 | $287.33 |
| Q3 2017 | +9,100 | Add 66.67% | 22,750 | $226.07 |
| Q4 2017 | -22,750 | Sold Out | 22,750 | $0.00 |
| Q4 2018 | +79,280 | New Buy | 79,280 | $244.84 |
| Q1 2019 | -33,090 | Reduce 41.74% | 46,190 | $348.73 |
| Q2 2019 | -46,190 | Sold Out | 46,190 | $0.00 |
| Q2 2020 | +27 | New Buy | 27 | $185.19 |
| Q3 2020 | +66 | Add 244.44% | 93 | $225.81 |
| Q4 2020 | +4,102 | Add 4410.75% | 4,195 | $287.25 |
| Q1 2021 | -2,780 | Reduce 66.27% | 1,415 | $308.83 |
| Q2 2021 | -1,415 | Sold Out | 1,415 | $0.00 |
| Q3 2021 | +237 | New Buy | 237 | $362.87 |
| Q4 2021 | +25 | Add 10.55% | 262 | $412.21 |
| Q1 2022 | +9,298 | Add 3548.85% | 9,560 | $398.22 |
| Q2 2022 | -9,560 | Sold Out | 9,560 | $0.00 |
| Q4 2022 | +589 | New Buy | 589 | $469.07 |
| Q1 2023 | -589 | Sold Out | 589 | $0.00 |
| Q2 2023 | +6,629 | New Buy | 6,629 | $470.59 |
| Q3 2023 | -6,629 | Sold Out | 6,629 | $0.00 |
| Q4 2023 | +9,483 | New Buy | 9,483 | $489.99 |
| Q1 2024 | -9,483 | Sold Out | 9,483 | $0.00 |
| Q4 2024 | +9,669 | New Buy | 9,669 | $434.93 |
| Q1 2025 | -5,922 | Reduce 61.25% | 3,747 | $366.54 |
| Q2 2025 | +6,577 | Add 175.53% | 10,324 | $467.82 |
| Q3 2025 | -3,608 | Reduce 34.95% | 6,716 | $546.75 |
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 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Ulta Beauty, Inc. (ULTA) was in Q4 2013, adding 449,112 shares worth $43.35 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 6,716 shares of Ulta Beauty, Inc. (ULTA), valued at approximately $3.67 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Ulta Beauty, Inc. (ULTA) represents approximately 0.05% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in Ulta Beauty, Inc. (ULTA) was 449,112 shares, as reported at the end of Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.