Lee Ainslie’s Marvell Technology MRVL Stock Holding History

Lee Ainslie’s Portfolio MRVL Stock Details MRVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Sell	4,226 -183,934	-98%	-$36.9M	0.01%	95
2026 Q1	$18.6M	Buy	+188,160	New	+$15.8M	0.22%	51
2021 Q3	–	Sell	-333	Closed	-$19K	–	742
2021 Q2	$19K	Buy	+333	New	+$16.3K	﹤0.01%	656
2021 Q1	–	Sell	-2,075	Closed	-$99K	–	815
2020 Q4	$99K	Buy	+2,075	New	+$89.8K	﹤0.01%	586

Other funds holding MRVL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lee Ainslie's MRVL Position: Q2 2026 in Review

Lee Ainslie reduced its Marvell Technology (MRVL) stake by 98% in Q2 2026, selling an estimated $36.9M and leaving 4,226 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #95.

Lee Ainslie first reported a position in MRVL in Q4 2020 and has held it in 4 quarters since. The position peaked at $18.6M in Q1 2026. 2,208 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

Lee Ainslie held 4,226 shares of Marvell Technology worth $1.26M as of Q2 2026.
Lee Ainslie sold 183,934 Marvell Technology shares in Q2 2026, an estimated $36.9M.
Marvell Technology made up 0.01% of Lee Ainslie's portfolio in Q2 2026, its #95 holding.
Lee Ainslie first reported a position in Marvell Technology in Q4 2020 and has held it in 4 quarters since.
Lee Ainslie's Marvell Technology position peaked at $18.6M in Q1 2026.
2,208 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

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