Lee Ainslie’s Arrow Electronics ARW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$540K Buy
+2,531
New +$505K ﹤0.01% 163
2021
Q3
Sell
-3,214
Closed -$366K 645
2021
Q2
$366K Sell
3,214
-7,638
-70% -$895K ﹤0.01% 421
2021
Q1
$1.2M Buy
10,852
+8,441
+350% +$877K 0.01% 218
2020
Q4
$235K Buy
+2,411
New +$213K ﹤0.01% 503

Other funds holding ARW

Lee Ainslie's ARW Position: Q2 2026 in Review

Lee Ainslie opened a new position in Arrow Electronics (ARW) in Q2 2026: 2,531 shares worth $540K. The stake represents ﹤0.01% of the portfolio and ranks #163 among its holdings. This is a return to the name: Lee Ainslie previously reported a position in ARW as recently as Q2 2021.

Lee Ainslie first reported a position in ARW in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.2M in Q1 2021. 627 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

  • Lee Ainslie held 2,531 shares of Arrow Electronics worth $540K as of Q2 2026.
  • Arrow Electronics was a new Lee Ainslie position in Q2 2026.
  • Arrow Electronics made up ﹤0.01% of Lee Ainslie's portfolio in Q2 2026, its #163 holding.
  • Lee Ainslie first reported a position in Arrow Electronics in Q4 2020 and has held it in 4 quarters since.
  • Lee Ainslie's Arrow Electronics position peaked at $1.2M in Q1 2021.
  • 627 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.