Copy Invest | Sonar Terminal

Lee Ainslie - Maverick Capital

6398 trades · 6160 closed · 238 open · Win rate: 34.5% · Avg return: +9.7% · Median return: 0%

⚠ 31 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
CCC - CCC Intelligent Solutions Holdings Inc.	Q1 2021	$10.15	Q1 2022	$11.04	+8.77%	Closed	History

CVC - Cablevision Sys Corp	Q3 2009	$23.75	Q4 2009	$25.82	+8.72%	Closed	History

ADSK - Autodesk, Inc.	Q2 2022	$171.91	Q4 2022	$186.87	+8.70%	Closed	History

AMED - Amedisys Inc	Q2 2019	$120.54	Q3 2019	$131.01	+8.69%	Closed	History

LOW - Lowe's Companies, Inc.	Q2 2025	$221.87	Q4 2025	$241.16	+8.69%	Closed	History

ROST - Ross Stores, Inc.	Q1 2018	$77.98	Q2 2018	$84.76	+8.69%	Closed	History

WAFD - WaFd, Inc.	Q1 2021	$30.85	Q4 2021	$33.53	+8.69%	Closed	History

WYE - Wyeth	Q1 2008	$41.76	Q2 2009	$45.39	+8.69%	Closed	History

FSH - Fisher Scientific Intl Inc Com	Q1 2005	$56.92	Q4 2005	$61.86	+8.68%	Closed	History

MTH - Meritage Homes Corp.	Q2 2020	$38.06	Q4 2020	$41.37	+8.68%	Closed	History

ICUI - ICU Medical, Inc.	Q4 2020	$214.61	Q3 2021	$233.21	+8.67%	Closed	History

TNL - Travel + Leisure Co.	Q1 2026	$69.19	Open	$75.18	+8.66%	Open	History

EPC - Edgewell Personal Care Co.	Q2 2022	$34.49	Q3 2022	$37.47	+8.64%	Closed	History

C - Citigroup Inc.	Q3 2022	$41.64	Q4 2022	$45.23	+8.62%	Closed	History

QCOM - QUALCOMM Inc.	Q4 2008	$35.83	Q1 2009	$38.91	+8.60%	Closed	History

AMAT - Applied Materials, Inc.	Q3 2016	$30.15	Q4 2018	$32.74	+8.59%	Closed	History

HAIN - Hain Celestial Group Inc	Q4 2020	$40.14	Q1 2021	$43.59	+8.59%	Closed	History

NLOK - Symantec Corp	Q2 2019	$21.76	Q3 2019	$23.63	+8.59%	Closed	History

LLY - Eli Lilly and Co.	Q3 2023	$537.13	Q4 2023	$582.92	+8.52%	Closed	History

2N9A - Nielsen Holdings N V	Q2 2013	$33.59	Q3 2013	$36.45	+8.51%	Closed	History

ANGI - Angi Inc.	Q2 2020	$121.50	Q4 2020	$131.80	+8.48%	Closed	History

WMK - Weis Markets, Inc.	Q2 2025	$72.49	Open	$78.61	+8.44%	Open	History

MAN - ManpowerGroup Inc.	Q3 2015	$81.93	Q4 2016	$88.84	+8.43%	Closed	History

REYN - Reynolds Consumer Products Inc.	Q3 2025	$24.47	Open	$26.53	+8.42%	Open	History

TMO - Thermo Fisher Scientific Inc.	Q4 2020	$465.39	Q2 2021	$504.57	+8.42%	Closed	History

APD - Air Products and Chemicals, Inc.	Q2 2003	$38.48	Q3 2003	$41.72	+8.41%	Closed	History

JPM - JPMorgan Chase & Co.	Q4 2010	$42.42	Q1 2012	$45.98	+8.39%	Closed	History

AMP - Ameriprise Financial, Inc.	Q1 2023	$306.50	Q2 2023	$332.16	+8.37%	Closed	History

DKS - DICK'S Sporting Goods, Inc.	Q3 2004	$17.81	Q2 2005	$19.30	+8.34%	Closed	History

GAP - The Gap, Inc.	Q4 2024	$23.63	Q4 2025	$25.60	+8.34%	Closed	History

SO - The Southern Co.	Q3 2023	$64.72	Q4 2023	$70.12	+8.34%	Closed	History

MTB - M&T Bank Corp.	Q1 2019	$157.02	Q2 2019	$170.07	+8.31%	Closed	History

DHI - D.R. Horton, Inc.	Q4 2023	$151.98	Q1 2024	$164.55	+8.27%	Closed	History

INTC - Intel Corp.	Q2 2006	$19.00	Q3 2006	$20.57	+8.26%	Closed	History

CTRP - Ctrip Com Intl Ltd	Q4 2018	$27.06	Q3 2019	$29.29	+8.24%	Closed	History

C - Citigroup Inc.	Q4 1999	$417.68	Q2 2000	$451.88	+8.19%	Closed	History

AWI - Armstrong World Industries, Inc.	Q3 2020	$68.80	Q4 2020	$74.40	+8.14%	Closed	History

JNJ - Johnson & Johnson	Q2 2016	$121.29	Q1 2020	$131.12	+8.10%	Closed	History

CZR - Caesars Entertainment, Inc.	Q1 2025	$25.00	Q3 2025	$27.02	+8.08%	Closed	History

PBH - Prestige Consumer Healthcare Inc.	Q1 2022	$52.92	Q3 2023	$57.19	+8.07%	Closed	History

CME - CME Group Inc.	Q2 2023	$185.29	Q3 2023	$200.22	+8.06%	Closed	History

WAT - Waters Corp.	Q2 2017	$183.83	Q1 2018	$198.65	+8.06%	Closed	History

KLAC - KLA Corp.	Q1 2016	$7.28	Q4 2016	$7.87	+8.05%	Closed	History

AEP - American Electric Power Co., Inc.	Q3 2023	$75.22	Q4 2023	$81.22	+7.98%	Closed	History

EVRG - Evergy, Inc.	Q4 2020	$55.49	Q1 2021	$59.91	+7.97%	Closed	History

IP - International Paper Co.	Q3 2002	$31.18	Q2 2003	$33.67	+7.97%	Closed	History

TSN - Tyson Foods, Inc.	Q3 2025	$54.30	Q4 2025	$58.62	+7.96%	Closed	History

DVN - Devon Energy Corp.	Q3 2019	$24.06	Q4 2019	$25.97	+7.94%	Closed	History

CABO - Cable One Inc	Q1 2020	$1,644.12	Q2 2020	$1,774.29	+7.92%	Closed	History

GTACU - Global Technolgy Acqstn Corp	Q4 2021	$10.10	Q1 2024	$10.90	+7.92%	Closed	History

NATI - National Instrs Corp	Q1 2020	$33.08	Q3 2020	$35.70	+7.92%	Closed	History

NWSA - News Corp.	Q4 2024	$27.54	Q2 2025	$29.72	+7.92%	Closed	History

SAIL - Sailpoint Inc	Q1 2025	$18.75	Q4 2025	$20.23	+7.89%	Closed	History

SFM - Sprouts Farmers Market, Inc.	Q1 2025	$152.64	Q2 2025	$164.64	+7.86%	Closed	History

LBTYK - Liberty Global Ltd.	Q3 2022	$8.63	Q2 2023	$9.30	+7.83%	Closed	History

MCO - Moody's Corp.	Q1 2015	$103.83	Q1 2017	$111.96	+7.83%	Closed	History

NSC - Norfolk Southern Corp.	Q4 2023	$236.38	Q1 2024	$254.87	+7.82%	Closed	History

DIS - The Walt Disney Co.	Q2 2012	$48.50	Q3 2012	$52.28	+7.79%	Closed	History

TSCO - Tractor Supply Co.	Q2 2025	$52.77	Q3 2025	$56.87	+7.77%	Closed	History

VMW - Vmware Inc	Q1 2022	$113.92	Q4 2022	$122.76	+7.76%	Closed	History

MZTI - The Marzetti Co.	Q2 2019	$148.60	Q4 2019	$160.12	+7.75%	Closed	History

AMGN - Amgen Inc.	Q1 2015	$159.87	Q2 2017	$172.25	+7.74%	Closed	History

HPQ - HP Inc.	Q3 2023	$25.70	Q1 2025	$27.69	+7.74%	Closed	History

CERN - Cerner Corp	Q2 2018	$59.79	Q3 2018	$64.41	+7.73%	Closed	History

JBLU - JetBlue Airways Corp.	Q2 2024	$6.09	Q3 2024	$6.56	+7.72%	Closed	History

DLTR - Dollar Tree, Inc.	Q3 2016	$78.93	Q2 2018	$85.00	+7.69%	Closed	History

ALGN - Align Technology, Inc.	Q2 2021	$611.65	Q4 2021	$658.54	+7.67%	Closed	History

KEYS - Keysight Technologies, Inc.	Q1 2021	$143.35	Q2 2021	$154.34	+7.67%	Closed	History

AFRM - Affirm Holdings, Inc.	Q2 2025	$69.14	Q4 2025	$74.43	+7.65%	Closed	History

CHS - Chicos Fas Inc	Q2 2022	$4.97	Q2 2023	$5.35	+7.65%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q2 2012	$83.33	Q4 2012	$89.70	+7.64%	Closed	History

BLKB - Blackbaud, Inc.	Q3 2017	$87.80	Q4 2017	$94.49	+7.62%	Closed	History

DD - DuPont de Nemours, Inc.	Q2 2019	$94.23	Q4 2021	$101.40	+7.61%	Closed	History

PG - The Procter & Gamble Co.	Q3 2003	$46.41	Q4 2003	$49.94	+7.61%	Closed	History

AVTR - Avantor, Inc.	Q3 2022	$19.60	Q4 2022	$21.09	+7.60%	Closed	History

MNTV - Momentive Global Inc	Q3 2021	$19.60	Q4 2021	$21.09	+7.60%	Closed	History

702901Q - Spectrasite Inc	Q2 2004	$43.22	Q3 2004	$46.50	+7.59%	Closed	History

MO - Altria Group, Inc.	Q3 2025	$66.06	Open	$71.05	+7.55%	Open	History

WBS - Webster Financial Corp.	Q1 2024	$50.77	Q2 2025	$54.60	+7.54%	Closed	History

HCA - HCA Healthcare, Inc.	Q4 2016	$74.02	Q3 2017	$79.59	+7.52%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2002	$34.62	Q3 2002	$37.22	+7.52%	Closed	History

IM - Ingram Micro Inc Cl A	Q3 2005	$18.54	Q4 2005	$19.93	+7.50%	Closed	History

AS - Amer Sports, Inc.	Q3 2025	$34.75	Q4 2025	$37.35	+7.48%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q3 2005	$24.06	Q2 2006	$25.86	+7.48%	Closed	History

SPOT - Spotify Technology S.A.	Q2 2018	$168.24	Q3 2018	$180.83	+7.48%	Closed	History

HBI - Hanesbrands Inc	Q4 2007	$27.17	Q1 2008	$29.20	+7.47%	Closed	History

SBUX - Starbucks Corp.	Q3 2023	$91.27	Q1 2025	$98.09	+7.47%	Closed	History

DPZ - Domino's Pizza, Inc.	Q1 2015	$100.38	Q3 2015	$107.85	+7.44%	Closed	History

APOL - Apollo Group Inc	Q2 2003	$61.80	Q3 2005	$66.39	+7.43%	Closed	History

C - Citigroup Inc.	Q3 2013	$48.51	Q4 2013	$52.11	+7.42%	Closed	History

ECL - Ecolab Inc.	Q2 2020	$198.94	Q1 2021	$213.68	+7.41%	Closed	History

GIS - General Mills, Inc.	Q4 2023	$65.14	Q1 2024	$69.97	+7.41%	Closed	History

DGX - Quest Diagnostics Inc.	Q4 2020	$119.43	Q1 2021	$128.23	+7.37%	Closed	History

ITW - Illinois Tool Works Inc.	Q1 2015	$96.97	Q2 2016	$104.08	+7.33%	Closed	History

AAP - Advance Auto Parts, Inc.	Q2 2019	$154.15	Q3 2019	$165.41	+7.30%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q2 2012	$124,945.00	Q4 2012	$134,052.63	+7.29%	Closed	History

CRI - Carter's, Inc.	Q2 2020	$80.71	Q3 2020	$86.59	+7.29%	Closed	History

NFB - North Fork Bancorporation Ny	Q3 2005	$25.50	Q4 2005	$27.36	+7.29%	Closed	History

MMM - 3M Co.	Q3 2019	$137.47	Q4 2019	$147.45	+7.26%	Closed	History

DAL - Delta Air Lines, Inc.	Q1 2015	$44.97	Q3 2017	$48.22	+7.23%	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.