Lee Ainslie's Maverick Capital completely exited its position in Molina Healthcare (MOH) during the second quarter of 2026, according to SEC filings. The fund sold all 645,770 shares it held, a stake previously valued at approximately $86.08 million. This sale liquidated a position that had accounted for nearly 1% of Maverick's reported portfolio.
This activity was revealed in a quarterly 13F report, which discloses trades made between April 1 and June 30, 2026. Molina Healthcare is a managed care company that provides health insurance through government-sponsored programs like Medicaid and Medicare. The exit by a prominent "Tiger Cub" fund, known for its deep, bottom-up research, marks a significant change in ownership for the healthcare provider.