Copy Invest | Sonar Terminal

Lee Ainslie - Maverick Capital

6399 trades · 6161 closed · 238 open · Win rate: 34.4% · Avg return: +9.6% · Median return: 0%

⚠ 30 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
BURL - Burlington Stores, Inc.	Q4 2020	$261.49	Q1 2021	$298.75	+14.25%	Closed	History

NEWR - New Relic Inc	Q3 2022	$57.29	Q2 2023	$65.44	+14.23%	Closed	History

PRKS - United Parks & Resorts Inc.	Q3 2023	$46.25	Q4 2023	$52.83	+14.23%	Closed	History

SPGI - S&P Global Inc.	Q2 2021	$388.42	Q4 2021	$443.68	+14.23%	Closed	History

DGNR.U - Dragoneer Growth Opportun Co	Q3 2020	$12.25	Q4 2020	$13.99	+14.20%	Closed	History

KN - Knowles Corp.	Q1 2020	$13.37	Q2 2020	$15.26	+14.14%	Closed	History

GGG - Graco Inc.	Q3 2020	$61.35	Q3 2021	$70.01	+14.12%	Closed	History

BKNG - Booking Holdings Inc.	Q1 2018	$83.22	Q3 2021	$94.96	+14.11%	Closed	History

BOX - Box, Inc.	Q1 2021	$22.97	Q4 2021	$26.21	+14.11%	Closed	History

EMR - Emerson Electric Co.	Q3 2019	$66.85	Q4 2019	$76.26	+14.08%	Closed	History

ICOS - Icos Corp	Q2 2006	$21.99	Q3 2006	$25.07	+14.01%	Closed	History

CSCO - Cisco Systems, Inc.	Q1 2015	$27.47	Q2 2017	$31.31	+13.98%	Closed	History

SHAK - Shake Shack Inc.	Q2 2022	$39.48	Q3 2022	$44.98	+13.93%	Closed	History

BIO - Bio-Rad Laboratories, Inc.	Q4 2022	$420.49	Q1 2023	$479.02	+13.92%	Closed	History

GNRC - Generac Holdings Inc.	Q4 2017	$49.52	Q3 2018	$56.41	+13.91%	Closed	History

NUE - Nucor Corp.	Q3 2007	$59.47	Q1 2008	$67.74	+13.91%	Closed	History

PCAR - PACCAR Inc	Q2 2020	$49.91	Q3 2020	$56.85	+13.91%	Closed	History

PICS - PicS N.V.	Q1 2026	$10.45	Open	$11.90	+13.88%	Open	History

CMCSK - Comcast Corp New	Q1 2003	$27.49	Q4 2003	$31.29	+13.82%	Closed	History

ENB - Enbridge Inc.	Q4 2020	$31.99	Q1 2021	$36.41	+13.82%	Closed	History

BLMN - Bloomin' Brands, Inc.	Q4 2017	$21.34	Q1 2018	$24.28	+13.78%	Closed	History

WMT - Walmart Inc.	Q3 2022	$43.21	Q1 2023	$49.15	+13.74%	Closed	History

DRI - Darden Restaurants, Inc.	Q2 2018	$107.05	Q2 2019	$121.73	+13.71%	Closed	History

CHD - Church & Dwight Co., Inc.	Q4 2022	$80.61	Q3 2023	$91.63	+13.67%	Closed	History

PFE - Pfizer Inc.	Q3 2015	$29.80	Q3 2017	$33.87	+13.66%	Closed	History

TPR - Tapestry, Inc.	Q4 2017	$44.23	Q3 2018	$50.27	+13.66%	Closed	History

ABT - Abbott Laboratories	Q3 2023	$96.85	Q4 2023	$110.07	+13.65%	Closed	History

MCO - Moody's Corp.	Q1 2023	$306.02	Q2 2023	$347.72	+13.63%	Closed	History

CVE - Cenovus Energy Inc.	Q3 2022	$15.37	Q1 2023	$17.46	+13.60%	Closed	History

3486448Q - Imclone Sys Inc	Q1 2006	$34.02	Q2 2006	$38.64	+13.58%	Closed	History

BSX - Boston Scientific Corp.	Q3 2020	$38.21	Q3 2021	$43.39	+13.56%	Closed	History

NVR - NVR, Inc.	Q3 2015	$1,525.75	Q1 2016	$1,732.62	+13.56%	Closed	History

TRV - The Travelers Companies, Inc.	Q1 2026	$291.68	Open	$331.22	+13.56%	Open	History

WING - Wingstop Inc.	Q1 2024	$366.40	Q3 2024	$416.08	+13.56%	Closed	History

AAL - American Airlines Group Inc.	Q1 2024	$15.35	Q4 2024	$17.43	+13.55%	Closed	History

DOW - Dow Inc.	Q2 2002	$34.38	Q2 2006	$39.03	+13.53%	Closed	History

COO - The Cooper Companies, Inc.	Q3 2019	$74.23	Q3 2020	$84.27	+13.52%	Closed	History

GFL - GFL Environmental Inc.	Q1 2024	$34.50	Open	$39.16	+13.51%	Open	History

MC - Moelis & Co.	Q1 2021	$54.47	Q3 2021	$61.83	+13.51%	Closed	History

MDLZ - Mondelez International, Inc.	Q3 2021	$58.18	Q4 2021	$66.02	+13.48%	Closed	History

SHW - The Sherwin-Williams Co.	Q1 2023	$224.77	Q3 2023	$255.05	+13.47%	Closed	History

CPN - Calpine Corp	Q4 2013	$19.51	Q4 2014	$22.13	+13.43%	Closed	History

ICE - Intercontinental Exchange, Inc.	Q1 2020	$80.71	Q2 2020	$91.54	+13.42%	Closed	History

NOW - ServiceNow, Inc.	Q3 2020	$97.04	Q4 2020	$110.06	+13.42%	Closed	History

SIX - Six Flags Entmt Corp New	Q4 2011	$41.24	Q1 2012	$46.77	+13.41%	Closed	History

CNK - Cinemark Holdings, Inc.	Q1 2020	$10.19	Q2 2020	$11.55	+13.35%	Closed	History

BBBYQ - Bed Bath & Beyond Inc	Q3 2018	$14.99	Q1 2019	$16.99	+13.34%	Closed	History

BLCO - Bausch + Lomb Corp.	Q3 2025	$15.07	Q4 2025	$17.08	+13.34%	Closed	History

CCK - Crown Holdings, Inc.	Q4 2019	$72.54	Q4 2022	$82.21	+13.33%	Closed	History

FE - FirstEnergy Corp.	Q4 2020	$30.61	Q1 2021	$34.69	+13.33%	Closed	History

FMX - Fomento Económico Mexicano, S.A.B. de C.V.	Q1 2012	$82.27	Q1 2014	$93.24	+13.33%	Closed	History

FBC - Flagstar Bancorp Inc	Q2 2021	$42.28	Q4 2021	$47.91	+13.32%	Closed	History

CF - CF Industries Holdings, Inc.	Q1 2015	$56.71	Q2 2015	$64.24	+13.29%	Closed	History

BBBYQ - Bed Bath & Beyond Inc	Q3 2003	$38.27	Q4 2003	$43.35	+13.27%	Closed	History

OLLI - Ollie's Bargain Outlet Holdings, Inc.	Q1 2025	$116.36	Q2 2025	$131.78	+13.25%	Closed	History

WAG - Walgreen Co	Q1 2009	$25.96	Q2 2009	$29.40	+13.25%	Closed	History

GIS - General Mills, Inc.	Q2 2022	$75.47	Q1 2023	$85.46	+13.24%	Closed	History

NKE - NIKE, Inc.	Q4 2018	$74.14	Q2 2019	$83.95	+13.23%	Closed	History

BBBYQ - Bed Bath & Beyond Inc	Q3 2010	$43.41	Q4 2010	$49.15	+13.22%	Closed	History

CXO - Concho Res Inc	Q2 2020	$51.53	Q4 2020	$58.34	+13.22%	Closed	History

CASY - Casey's General Stores, Inc.	Q1 2022	$198.18	Q4 2022	$224.35	+13.21%	Closed	History

NOW - ServiceNow, Inc.	Q2 2021	$109.94	Q3 2021	$124.44	+13.19%	Closed	History

WFG - West Fraser Timber Co Ltd	Q3 2021	$84.22	Q4 2021	$95.30	+13.16%	Closed	History

CGNX - Cognex Corp.	Q1 2023	$49.55	Q2 2023	$56.02	+13.06%	Closed	History

NOV - NOV Inc.	Q2 2013	$62.13	Q1 2014	$70.22	+13.02%	Closed	History

LOGM - Logmein Inc	Q2 2019	$73.68	Q1 2020	$83.26	+13.00%	Closed	History

CI - The Cigna Group	Q1 2020	$177.14	Q3 2021	$200.15	+12.99%	Closed	History

WMS - Advanced Drainage Systems, Inc.	Q1 2021	$103.39	Q2 2021	$116.82	+12.99%	Closed	History

ELV - Elevance Health, Inc.	Q3 2022	$454.04	Q4 2022	$512.97	+12.98%	Closed	History

AMTD - Td Ameritrade Hldg Corp	Q1 2020	$207.90	Q3 2020	$234.84	+12.96%	Closed	History

RUTH - Ruths Hospitality Group Inc	Q2 2018	$27.93	Q3 2018	$31.55	+12.96%	Closed	History

AON - Aon plc	Q4 2020	$211.38	Q2 2021	$238.76	+12.95%	Closed	History

SC - Santander Consumer Usa Hdg I	Q1 2018	$16.30	Q2 2020	$18.41	+12.94%	Closed	History

UPS - United Parcel Service, Inc.	Q2 2025	$100.94	Open	$113.96	+12.90%	Open	History

LYV - Live Nation Entertainment, Inc.	Q3 2023	$83.04	Q2 2024	$93.74	+12.89%	Closed	History

PLCE - Childrens Pl Retail Stores I	Q2 2010	$44.02	Q4 2010	$49.64	+12.77%	Closed	History

ALSN - Allison Transmission Holdings, Inc.	Q1 2020	$32.61	Q2 2020	$36.77	+12.76%	Closed	History

GRAB - Grab Holdings Limited	Q4 2023	$3.37	Q3 2024	$3.80	+12.76%	Closed	History

PFSI - Pennymac Finl Svcs Inc New	Q4 2023	$88.37	Q2 2025	$99.64	+12.75%	Closed	History

PANW - Palo Alto Networks, Inc.	Q2 2019	$33.96	Q2 2020	$38.28	+12.71%	Closed	History

4NF - Solarwinds Inc	Q1 2012	$38.65	Q2 2012	$43.56	+12.70%	Closed	History

ADEA - Adeia Inc.	Q4 2022	$9.48	Q3 2023	$10.68	+12.66%	Closed	History

HRL - Hormel Foods Corp.	Q1 2026	$22.65	Open	$25.51	+12.63%	Open	History

MCD - McDonald's Corp.	Q3 2000	$30.19	Q4 2000	$34.00	+12.62%	Closed	History

VYX - NCR Voyix Corp.	Q4 2016	$24.88	Q1 2017	$28.02	+12.62%	Closed	History

GFF - Griffon Corp.	Q4 2022	$35.79	Q2 2023	$40.30	+12.60%	Closed	History

WWE - World Wrestling Entmt Inc	Q4 2020	$48.20	Q1 2021	$54.27	+12.59%	Closed	History

MEL - Mellon Finl Corp	Q3 2006	$39.10	Q2 2007	$44.00	+12.53%	Closed	History

AZO - AutoZone, Inc.	Q1 2025	$3,812.78	Q3 2025	$4,290.24	+12.52%	Closed	History

ORLY - O'Reilly Automotive, Inc.	Q1 2023	$56.60	Q2 2023	$63.69	+12.52%	Closed	History

DG - Dollar General Corp.	Q1 2019	$119.30	Q2 2019	$134.22	+12.51%	Closed	History

PFE - Pfizer Inc.	Q1 2020	$30.94	Q3 2020	$34.81	+12.51%	Closed	History

SPB - Spectrum Brands Holdings, Inc.	Q2 2021	$85.05	Q3 2021	$95.67	+12.49%	Closed	History

PYPL - PayPal Holdings, Inc.	Q2 2024	$58.03	Q1 2025	$65.25	+12.44%	Closed	History

TRB - New Tribune Co New	Q3 2003	$45.90	Q4 2003	$51.60	+12.42%	Closed	History

ORCL - Oracle Corp.	Q1 2024	$125.61	Q2 2024	$141.20	+12.41%	Closed	History

CNC - Centene Corp.	Q1 2018	$53.44	Q4 2020	$60.05	+12.38%	Closed	History

SNY - Sanofi	Q4 2022	$48.43	Q1 2023	$54.42	+12.37%	Closed	History

FIZZ - National Beverage Corp.	Q1 2022	$43.53	Q2 2022	$48.91	+12.36%	Closed	History

GLW - Corning Inc.	Q1 2007	$22.74	Q2 2007	$25.55	+12.36%	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.