Lee Ainslie's NTAP Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 4,375 shares of NetApp, Inc. (NTAP) worth $677,075, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in NTAP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 114,720 shares. Largest reduction occurred in Q4 2013, reducing 4.61 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's NetApp (NTAP) Holding Value Over Time
Track share changes against reported price movement
Quarterly NetApp (NTAP) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +4,375 | New Buy | 4,375 | $154.76 |
| Q2 2025 | -22,923 | Sold Out | 0 | $0.00 |
| Q1 2025 | +4,525 | Add 24.60% | 22,923 | $87.84 |
| Q4 2024 | -13,395 | Reduce 42.13% | 18,398 | $116.08 |
| Q3 2024 | +18,210 | Add 134.06% | 31,793 | $123.51 |
| Q2 2024 | +13,583 | New Buy | 13,583 | $128.80 |
| Q1 2024 | -5,711 | Sold Out | 0 | $0.00 |
| Q4 2023 | +5,711 | New Buy | 5,711 | $88.16 |
| Q4 2022 | -45,076 | Sold Out | 0 | $0.00 |
| Q3 2022 | -3,175 | Reduce 6.58% | 45,076 | $61.85 |
| Q2 2022 | +25,168 | Add 109.03% | 48,251 | $65.24 |
| Q1 2022 | +23,083 | New Buy | 23,083 | $83.00 |
| Q4 2021 | -13,788 | Sold Out | 0 | $0.00 |
| Q3 2021 | -974 | Reduce 6.60% | 13,788 | $89.79 |
| Q2 2021 | +7,182 | Add 94.75% | 14,762 | $81.83 |
| Q1 2021 | +6,918 | Add 1045.02% | 7,580 | $72.69 |
| Q4 2020 | +662 | New Buy | 662 | $66.47 |
| Q3 2020 | -100,704 | Sold Out | 0 | $0.00 |
| Q2 2020 | -142,628 | Reduce 58.61% | 100,704 | $44.37 |
| Q1 2020 | +85,107 | Add 53.79% | 243,332 | $41.69 |
| Q4 2019 | +85,938 | Add 118.88% | 158,225 | $62.25 |
| Q3 2019 | +47,647 | Add 193.37% | 72,287 | $52.51 |
| Q2 2019 | +24,640 | New Buy | 24,640 | $61.69 |
| Q1 2019 | -102,420 | Sold Out | 0 | $0.00 |
| Q4 2018 | +102,420 | New Buy | 102,420 | $59.67 |
| Q4 2017 | -114,720 | Sold Out | 0 | $0.00 |
| Q3 2017 | +114,720 | New Buy | 114,720 | $43.76 |
| Q4 2013 | -4.61 M | Sold Out | 0 | $0.00 |
| Q3 2013 | -1.03 M | Reduce 18.25% | 4.61 M | $42.62 |
| Q2 2013 | +5.64 M | Add 0.00% | 5.64 M | $37.78 |
Lee Ainslie's NetApp Investment FAQs
Lee Ainslie first purchased NetApp, Inc. (NTAP) in Q2 2013, acquiring 5,635,578 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 NetApp, Inc. (NTAP) for 30 quarters since Q2 2013.
Lee Ainslie's largest addition to NetApp, Inc. (NTAP) was in Q2 2013, adding 5,635,578 shares worth $212.91 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 4,375 shares of NetApp, Inc. (NTAP), valued at approximately $677,075.
As of the Q2 2026 filing, NetApp, Inc. (NTAP) 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 NetApp, Inc. (NTAP) was 5,635,578 shares, as reported at the end of Q2 2013.