Lee Ainslie's SIRI Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 31,602 shares of Sirius XM Holdings Inc. (SIRI) worth $729,374, representing 0.01% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 15 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 Q1 2026, reducing 216,989 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 |
|---|---|---|---|---|
| Q1 2026 | -216,989 | Reduce 87.29% | 31,602 | $23.08 |
| Q4 2025 | +98,338 | Add 65.45% | 248,591 | $19.99 |
| Q3 2025 | +150,253 | New Buy | 150,253 | $23.28 |
| Q4 2024 | -47,926 | Sold Out | 0 | $0.00 |
| Q3 2024 | +47,926 | New Buy | 47,926 | $23.65 |
| Q1 2024 | -7,109 | Sold Out | 0 | $0.00 |
| Q4 2023 | +3,939 | Add 124.26% | 7,109 | $54.70 |
| Q3 2023 | +3,170 | New Buy | 3,170 | $45.20 |
| Q4 2021 | -25,212 | Sold Out | 0 | $0.00 |
| Q3 2021 | +25,212 | New Buy | 25,212 | $61.00 |
| Q2 2021 | -9,362 | Sold Out | 0 | $0.00 |
| Q1 2021 | +8,094 | Add 638.33% | 9,362 | $60.88 |
| Q4 2020 | -12,705 | Reduce 90.93% | 1,268 | $63.88 |
| Q3 2020 | +4,751 | Add 51.52% | 13,973 | $53.60 |
| Q2 2020 | +9,222 | New Buy | 9,222 | $58.66 |
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 15 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 Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 31,602 shares of Sirius XM Holdings Inc. (SIRI), valued at approximately $729,374.
As of the Q1 2026 filing, Sirius XM Holdings Inc. (SIRI) 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 Sirius XM Holdings Inc. (SIRI) was 248,591 shares, as reported at the end of Q4 2025.