Lee Ainslie’s Elanco Animal Health ELAN Stock Holding History

Lee Ainslie’s Portfolio ELAN Stock Details ELAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.41M	Sell	98,098 -46,359	-32%	-$1.07M	0.02%	69
2026 Q1	$3.46M	Buy	144,457 +37,864	+36%	+$926K	0.04%	67
2025 Q4	$2.41M	Buy	106,593 +75,278	+240%	+$1.64M	0.03%	129
2025 Q3	$631K	Buy	+31,315	New	+$525K	0.01%	200
2024 Q2	–	Sell	-23,813	Closed	-$388K	–	335
2024 Q1	$388K	Buy	+23,813	New	+$372K	0.01%	281
2022 Q1	–	Sell	-2,329	Closed	-$66K	–	281
2021 Q4	$66K	Sell	2,329 -12,131	-84%	-$377K	﹤0.01%	283
2021 Q3	$461K	Buy	+14,460	New	+$485K	﹤0.01%	445
2021 Q2	–	Sell	-1,717,913	Closed	-$50.6M	–	723
2021 Q1	$50.6M	Buy	1,717,913 +1,707,673	+16,676%	+$52.5M	0.47%	35
2020 Q4	$314K	Buy	+10,240	New	+$312K	0.01%	450

Other funds holding ELAN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Lee Ainslie's ELAN Position: Q2 2026 in Review

Lee Ainslie reduced its Elanco Animal Health (ELAN) stake by 32% in Q2 2026, selling an estimated $1.07M and leaving 98,098 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #69.

Lee Ainslie first reported a position in ELAN in Q4 2020 and has held it in 9 quarters since. The position peaked at $50.6M in Q1 2021. 517 funds tracked by Wall St. Rank hold ELAN as of Q2 2026.

Lee Ainslie held 98,098 shares of Elanco Animal Health worth $2.41M as of Q2 2026.
Lee Ainslie sold 46,359 Elanco Animal Health shares in Q2 2026, an estimated $1.07M.
Elanco Animal Health made up 0.02% of Lee Ainslie's portfolio in Q2 2026, its #69 holding.
Lee Ainslie first reported a position in Elanco Animal Health in Q4 2020 and has held it in 9 quarters since.
Lee Ainslie's Elanco Animal Health position peaked at $50.6M in Q1 2021.
517 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2026.

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