Copy Invest | Sonar Terminal

Lee Ainslie - Maverick Capital

6397 trades · 6159 closed · 238 open · Win rate: 34.4% · Avg return: +9.7% · Median return: 0%

⚠ 32 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
APA - APA Corp.	Q4 2020	$14.18	Q1 2021	$17.92	+26.38%	Closed	History

YOU - Clear Secure, Inc.	Q2 2025	$27.76	Q4 2025	$35.08	+26.37%	Closed	History

MATX - Matson, Inc.	Q3 2022	$61.52	Q2 2023	$77.73	+26.35%	Closed	History

PAGS - PagSeguro Digital Ltd.	Q1 2025	$7.63	Q2 2025	$9.64	+26.34%	Closed	History

Y - Alleghany Corp Del	Q1 2015	$486.75	Q1 2017	$614.76	+26.30%	Closed	History

BCO - The Brink's Co.	Q4 2022	$53.71	Q2 2023	$67.83	+26.29%	Closed	History

NTGR - NETGEAR, Inc.	Q2 2019	$25.28	Q3 2021	$31.92	+26.27%	Closed	History

MET - MetLife, Inc.	Q3 2020	$37.18	Q4 2020	$46.94	+26.25%	Closed	History

XLNX - Xilinx Inc	Q1 2020	$77.91	Q2 2020	$98.35	+26.24%	Closed	History

CPHG - Computer Horizons Corp.	Q1 1999	$10.94	Q2 1999	$13.81	+26.23%	Closed	History

M - Macy's, Inc.	Q3 2009	$18.29	Q3 2010	$23.08	+26.19%	Closed	History

MIDD - The Middleby Corp.	Q1 2026	$106.66	Open	$134.59	+26.18%	Open	History

IVZ - Invesco Ltd.	Q2 2010	$16.83	Q3 2010	$21.23	+26.14%	Closed	History

CSCO - Cisco Systems, Inc.	Q2 2022	$42.63	Q3 2023	$53.76	+26.11%	Closed	History

VFC - V.F. Corp.	Q1 2018	$69.79	Q3 2018	$87.99	+26.08%	Closed	History

UPS - United Parcel Service, Inc.	Q1 2021	$169.98	Q4 2021	$214.29	+26.07%	Closed	History

ASH - Ashland Inc.	Q3 2020	$70.69	Q3 2021	$89.11	+26.06%	Closed	History

LEG - Leggett & Platt, Inc.	Q2 2020	$35.15	Q4 2020	$44.30	+26.03%	Closed	History

ROIV - Roivant Sciences Ltd.	Q1 2026	$27.70	Open	$34.91	+26.03%	Open	History

LEVI - Levi Strauss & Co.	Q2 2025	$18.49	Q3 2025	$23.30	+26.01%	Closed	History

UBB - Unibanco-Uniao	Q3 2003	$19.80	Q4 2003	$24.95	+26.01%	Closed	History

LVS - Las Vegas Sands Corp.	Q1 2017	$57.07	Q1 2018	$71.90	+25.99%	Closed	History

IBKC - Iberiabank Corp	Q1 2020	$36.15	Q2 2020	$45.54	+25.98%	Closed	History

ATVI - Activision Blizzard Inc	Q3 2022	$74.33	Q3 2023	$93.63	+25.97%	Closed	History

APA - APA Corp.	Q3 2021	$21.44	Q4 2021	$27.00	+25.93%	Closed	History

SONC - Sonic Corp	Q2 2018	$34.42	Q3 2018	$43.33	+25.89%	Closed	History

C - Citigroup Inc.	Q2 2010	$37.60	Q4 2010	$47.30	+25.80%	Closed	History

PHD - Phelps Dodge Corp.	Q1 1999	$49.25	Q2 1999	$61.94	+25.77%	Closed	History

SHAK - Shake Shack Inc.	Q3 2024	$103.21	Q4 2024	$129.80	+25.76%	Closed	History

3592185Q - Inamed Corp	Q1 2004	$53.28	Q2 2005	$67.00	+25.75%	Closed	History

MOH - Molina Healthcare, Inc.	Q2 2021	$253.01	Q4 2021	$318.08	+25.72%	Closed	History

PIXR - Pixar	Q4 2002	$52.99	Q3 2003	$66.56	+25.61%	Closed	History

LOW - Lowe's Companies, Inc.	Q1 2013	$37.92	Q3 2013	$47.61	+25.55%	Closed	History

DNKN - Dunkin Brands Group Inc	Q2 2020	$65.26	Q3 2020	$81.91	+25.51%	Closed	History

CASY - Casey's General Stores, Inc.	Q2 2020	$150.13	Q3 2021	$188.38	+25.48%	Closed	History

TAP.B - New Travelers Ppty Cas Corp	Q3 2002	$13.53	Q4 2003	$16.97	+25.42%	Closed	History

DECK - Deckers Outdoor Corp.	Q1 2018	$15.01	Q2 2018	$18.82	+25.39%	Closed	History

WYNN - Wynn Resorts, Ltd.	Q4 2018	$98.91	Q2 2019	$123.99	+25.36%	Closed	History

MO - Altria Group, Inc.	Q4 2004	$61.10	Q3 2006	$76.55	+25.29%	Closed	History

KO - The Coca-Cola Co.	Q3 2025	$66.32	Open	$83.08	+25.27%	Open	History

BPOP - Popular Inc	Q4 2020	$56.22	Q1 2021	$70.42	+25.26%	Closed	History

SUM - Summit Matls Inc	Q1 2021	$28.02	Q2 2021	$35.09	+25.23%	Closed	History

ASX - Ase Technology Hldg Co Ltd	Q3 2023	$7.52	Q4 2023	$9.41	+25.13%	Closed	History

COOP -	Q3 2022	$40.48	Q2 2023	$50.64	+25.10%	Closed	History

DG - Dollar General Corp.	Q1 2020	$151.01	Q2 2020	$188.89	+25.08%	Closed	History

MMSI - Merit Medical Systems, Inc.	Q3 2022	$56.46	Q4 2022	$70.62	+25.08%	Closed	History

HSY - The Hershey Co.	Q4 2018	$107.17	Q2 2019	$134.04	+25.07%	Closed	History

TJX - The TJX Companies, Inc.	Q1 2000	$2.77	Q4 2000	$3.47	+25.06%	Closed	History

TECD - Tech Data Corp	Q3 2003	$30.85	Q3 2004	$38.55	+24.96%	Closed	History

CEIXN - Consol Energy Inc New	Q1 2024	$83.76	Q3 2024	$104.65	+24.94%	Closed	History

WBS - Webster Financial Corp.	Q1 2020	$22.90	Q2 2020	$28.61	+24.93%	Closed	History

RGEN - Repligen Corp.	Q1 2026	$117.82	Open	$147.13	+24.88%	Open	History

MTCH - Match Group, Inc.	Q1 2026	$30.71	Open	$38.34	+24.85%	Open	History

6683 - General Electric Co	Q3 2019	$8.94	Q4 2019	$11.16	+24.83%	Closed	History

GM - General Motors Co.	Q4 2023	$35.92	Q3 2024	$44.84	+24.83%	Closed	History

CRTO - Criteo S A	Q3 2022	$27.03	Q2 2023	$33.74	+24.82%	Closed	History

CXT - Crane NXT, Co.	Q1 2026	$40.59	Open	$50.66	+24.81%	Open	History

TGT - Target Corp.	Q2 2017	$52.28	Q4 2017	$65.25	+24.81%	Closed	History

571300Q - Gte Corp	Q1 1999	$60.50	Q2 1999	$75.50	+24.79%	Closed	History

DPZ - Domino's Pizza, Inc.	Q4 2016	$159.22	Q3 2017	$198.55	+24.70%	Closed	History

NKE - NIKE, Inc.	Q1 2015	$50.14	Q4 2015	$62.50	+24.66%	Closed	History

LMIG - Liberty Global Inc	Q1 2007	$32.93	Q2 2007	$41.04	+24.63%	Closed	History

GXO - GXO Logistics, Inc.	Q1 2025	$39.08	Q2 2025	$48.70	+24.62%	Closed	History

TRIP - Tripadvisor, Inc.	Q2 2025	$13.05	Q3 2025	$16.26	+24.60%	Closed	History

CX - CEMEX, S.A.B. de C.V.	Q2 2004	$11.06	Q1 2005	$13.77	+24.57%	Closed	History

FHI - Federated Hermes Inc	Q1 2020	$19.04	Q2 2020	$23.71	+24.53%	Closed	History

LIVN - LivaNova PLC	Q1 2026	$63.56	Open	$79.12	+24.48%	Open	History

DE - Deere & Co.	Q4 2020	$269.25	Q3 2021	$335.00	+24.42%	Closed	History

SLF - Sun Life Financial Inc.	Q3 2020	$40.71	Q1 2021	$50.65	+24.42%	Closed	History

WBMD - Webmd Health Corp	Q3 2015	$39.84	Q4 2016	$49.57	+24.42%	Closed	History

VALE - Vale S.A.	Q4 2006	$14.87	Q1 2007	$18.50	+24.38%	Closed	History

RL - Ralph Lauren Corp.	Q3 2022	$84.97	Q4 2022	$105.67	+24.36%	Closed	History

A - Agilent Technologies, Inc.	Q3 2023	$111.82	Q4 2023	$139.03	+24.33%	Closed	History

WCC - WESCO International, Inc.	Q1 2026	$273.62	Open	$340.14	+24.31%	Open	History

CAT - Caterpillar Inc.	Q4 2005	$57.77	Q1 2006	$71.81	+24.30%	Closed	History

W - Wayfair Inc.	Q2 2018	$118.81	Q3 2018	$147.66	+24.28%	Closed	History

TFIN - Triumph Financial Inc	Q4 2022	$48.87	Q2 2023	$60.72	+24.25%	Closed	History

RL - Ralph Lauren Corp.	Q3 2023	$116.09	Q4 2023	$144.20	+24.21%	Closed	History

KR - The Kroger Co.	Q4 2019	$28.99	Q1 2021	$36.00	+24.18%	Closed	History

FDX - FedEx Corp.	Q3 2009	$60.61	Q1 2010	$75.26	+24.17%	Closed	History

FLT - Fleetcor Technologies Inc	Q1 2014	$115.11	Q4 2015	$142.93	+24.17%	Closed	History

IT - Gartner, Inc.	Q2 2021	$239.73	Q1 2022	$297.63	+24.15%	Closed	History

AAPL - Apple Inc.	Q2 2025	$205.17	Q3 2025	$254.63	+24.11%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q4 2018	$167.04	Q3 2019	$207.22	+24.05%	Closed	History

IPGP - IPG Photonics Corp.	Q3 2020	$169.98	Q2 2021	$210.78	+24.00%	Closed	History

UAL - United Airlines Holdings, Inc.	Q1 2023	$44.25	Q2 2023	$54.87	+24.00%	Closed	History

SGI - Somnigroup International Inc.	Q2 2020	$17.99	Q3 2020	$22.30	+23.98%	Closed	History

BC - Brunswick Corp.	Q3 2003	$25.68	Q4 2003	$31.83	+23.95%	Closed	History

AST - Aspen Technology Inc	Q3 2021	$122.82	Q4 2021	$152.22	+23.94%	Closed	History

UPS - United Parcel Service, Inc.	Q4 2012	$73.73	Q3 2013	$91.37	+23.93%	Closed	History

PII - Polaris Inc.	Q1 2026	$54.50	Open	$67.50	+23.85%	Open	History

RCL - Royal Caribbean Cruises Ltd.	Q3 2003	$28.11	Q4 2003	$34.79	+23.76%	Closed	History

BOX - Box, Inc.	Q1 2020	$14.04	Q3 2020	$17.37	+23.72%	Closed	History

BNI - Burlington Northn	Q4 1999	$24.25	Q2 2002	$30.00	+23.71%	Closed	History

OLLI - Ollie's Bargain Outlet Holdings, Inc.	Q4 2022	$46.84	Q1 2023	$57.94	+23.70%	Closed	History

BAC - Bank of America Corp.	Q1 2025	$41.73	Q3 2025	$51.59	+23.63%	Closed	History

UNH - UnitedHealth Group Inc.	Q2 2010	$28.40	Q3 2010	$35.11	+23.63%	Closed	History

AEO - American Eagle Outfitters, Inc.	Q1 2023	$13.44	Q3 2023	$16.61	+23.59%	Closed	History

GPI - Group 1 Automotive, Inc.	Q1 2021	$157.84	Q4 2021	$195.08	+23.59%	Closed	History

SFD - Smithfield Foods, Inc.	Q2 2002	$18.55	Q2 2003	$22.92	+23.56%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.