Lee Ainslie's SIRI Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 150,253 shares of Sirius XM Holdings Inc. (SIRI) worth $3.5 M, representing 0.05% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in SIRI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 150,253 shares. Largest reduction occurred in Q4 2024, reducing 47,926 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Sirius XM Holdings (SIRI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sirius XM Holdings (SIRI) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +9,222 | New Buy | 9,222 | $58.66 |
| Q3 2020 | +4,751 | Add 51.52% | 13,973 | $53.60 |
| Q4 2020 | -12,705 | Reduce 90.93% | 1,268 | $63.88 |
| Q1 2021 | +8,094 | Add 638.33% | 9,362 | $60.88 |
| Q2 2021 | -9,362 | Sold Out | 0 | $0.00 |
| Q3 2021 | +25,212 | New Buy | 25,212 | $61.00 |
| Q4 2021 | -25,212 | Sold Out | 0 | $0.00 |
| Q3 2023 | +3,170 | New Buy | 3,170 | $45.20 |
| Q4 2023 | +3,939 | Add 124.26% | 7,109 | $54.70 |
| Q1 2024 | -7,109 | Sold Out | 0 | $0.00 |
| Q3 2024 | +47,926 | New Buy | 47,926 | $23.65 |
| Q4 2024 | -47,926 | Sold Out | 0 | $0.00 |
| Q3 2025 | +150,253 | New Buy | 150,253 | $23.28 |
Lee Ainslie's Sirius XM Holdings Investment FAQs
Lee Ainslie first purchased Sirius XM Holdings Inc. (SIRI) in Q2 2020, acquiring 9,222 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 Sirius XM Holdings Inc. (SIRI) for 13 quarters since Q2 2020.
Lee Ainslie's largest addition to Sirius XM Holdings Inc. (SIRI) was in Q3 2025, adding 150,253 shares worth $3.5 M.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 150,253 shares of Sirius XM Holdings Inc. (SIRI), valued at approximately $3.5 M.
As of the Q3 2025 filing, Sirius XM Holdings Inc. (SIRI) represents approximately 0.05% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Sirius XM Holdings Inc. (SIRI) was 150,253 shares, as reported at the end of Q3 2025.