Form 13F security

LAUDER ESTEE COS INC

Class CL A

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
EAGLE CAPITAL MANAGEMENT LLC2026-06-30$711M2.2%SH 9,010,180
Point72 Asset Management, L.P.2026-06-30$57M<0.1%SH 725,924
Bridgewater Associates, LP2026-06-30$2.9M<0.1%SH 36,502
Fisher Asset Management, LLC — Ken Fisher2026-06-30$2.5M<0.1%SH 31,354
Lindsell Train Ltd2026-06-30$1.2M<0.1%SH 15,000
GAMCO INVESTORS, INC. ET AL2026-06-30$0.8M<0.1%SH 9,588
MAVERICK CAPITAL LTD2026-06-30<$1M<0.1%SH 3,202

Total $776M across 7 of 69 managers.

Put positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$7.6M<0.1%SH 96,700[PUT]

Total $7.6M across 1 of 69 managers.

Call positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$6.3M<0.1%SH 79,400[CALL]

Total $6.3M across 1 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

Filed rows (9) — as filed
ManagerClassPut/callValue% of portfolioSH/PRN qtySource
EAGLE CAPITAL MANAGEMENT LLCCL A$711M2.2%SH 9,010,1800001172661-26-003757
Point72 Asset Management, L.P.CL A$57M<0.1%SH 725,9240000919574-26-005520
Point72 Asset Management, L.P.CL A[PUT]$7.6M<0.1%SH 96,7000000919574-26-005520
Point72 Asset Management, L.P.CL A[CALL]$6.3M<0.1%SH 79,4000000919574-26-005520
Bridgewater Associates, LPCL A$2.9M<0.1%SH 36,5020001350694-26-000003
Fisher Asset Management, LLCCOM$2.5M<0.1%SH 31,3540000850529-26-000006
Lindsell Train LtdCL A$1.2M<0.1%SH 15,0000001172661-26-002623
GAMCO INVESTORS, INC. ET ALEQUITY$0.8M<0.1%SH 9,5880001140361-26-032508
MAVERICK CAPITAL LTDCL A<$1M<0.1%SH 3,2020000947871-26-000793

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

Newly reported by MAVERICK CAPITAL LTD.

Changes appear only where the prior quarter's validated report exists.