Lee Ainslie's DELL Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 2,935 shares of Dell Technologies Inc. (DELL) worth $1.27 M, representing 0.01% of the portfolio. First purchased in 2019-Q2, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in DELL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 61,603 shares. Largest reduction occurred in Q4 2020, reducing 67,960 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Dell Technologies (DELL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dell Technologies (DELL) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +2,935 | New Buy | 2,935 | $431.46 |
| Q2 2025 | -7,144 | Sold Out | 0 | $0.00 |
| Q1 2025 | -349 | Reduce 4.66% | 7,144 | $91.15 |
| Q4 2024 | -26,473 | Reduce 77.94% | 7,493 | $115.24 |
| Q3 2024 | +18,254 | Add 116.18% | 33,966 | $118.54 |
| Q2 2024 | +12,500 | Add 389.17% | 15,712 | $137.91 |
| Q1 2024 | +3,212 | New Buy | 3,212 | $114.11 |
| Q2 2022 | -31,318 | Sold Out | 0 | $0.00 |
| Q1 2022 | +31,318 | New Buy | 31,318 | $50.19 |
| Q4 2021 | -9,654 | Sold Out | 0 | $0.00 |
| Q3 2021 | +7,399 | Add 328.12% | 9,654 | $52.72 |
| Q2 2021 | -10,569 | Reduce 82.42% | 2,255 | $50.55 |
| Q1 2021 | +12,824 | New Buy | 12,824 | $44.68 |
| Q4 2020 | -67,960 | Sold Out | 0 | $0.00 |
| Q3 2020 | -50,481 | Reduce 42.62% | 67,960 | $34.31 |
| Q2 2020 | +56,838 | Add 92.26% | 118,441 | $27.85 |
| Q1 2020 | +61,603 | New Buy | 61,603 | $20.05 |
| Q3 2019 | -29,733 | Sold Out | 0 | $0.00 |
| Q2 2019 | +29,733 | New Buy | 29,733 | $25.76 |
Lee Ainslie's Dell Technologies Investment FAQs
Lee Ainslie first purchased Dell Technologies Inc. (DELL) in Q2 2019, acquiring 29,733 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 Dell Technologies Inc. (DELL) for 19 quarters since Q2 2019.
Lee Ainslie's largest addition to Dell Technologies Inc. (DELL) was in Q1 2020, adding 61,603 shares worth $1.24 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 2,935 shares of Dell Technologies Inc. (DELL), valued at approximately $1.27 M.
As of the Q2 2026 filing, Dell Technologies Inc. (DELL) 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 Dell Technologies Inc. (DELL) was 118,441 shares, as reported at the end of Q2 2020.