Copy Invest | Sonar Terminal

Lee Ainslie - Maverick Capital

6398 trades · 6160 closed · 238 open · Win rate: 34.4% · 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
WTS - Watts Water Technologies, Inc.	Q4 2023	$208.34	Q1 2024	$212.55	+2.02%	Closed	History

CTSH - Cognizant Technology Solutions Corp.	Q4 2017	$71.02	Q1 2019	$72.45	+2.01%	Closed	History

PANA - Panacea Acquisition Corp Ii	Q2 2021	$10.02	Q1 2023	$10.22	+2.00%	Closed	History

NFLX - Netflix, Inc.	Q2 2019	$36.73	Q1 2022	$37.46	+1.98%	Closed	History

BNY - The Bank of New York Mellon Cor	Q1 2020	$33.67	Q3 2020	$34.33	+1.96%	Closed	History

GLW - Corning Inc.	Q3 2018	$35.30	Q4 2020	$35.99	+1.95%	Closed	History

LVS - Las Vegas Sands Corp.	Q4 2020	$59.63	Q1 2021	$60.76	+1.90%	Closed	History

WEC - WEC Energy Group, Inc.	Q4 2020	$92.06	Q1 2021	$93.81	+1.90%	Closed	History

ABT - Abbott Laboratories	Q3 2000	$21.35	Q4 2000	$21.74	+1.85%	Closed	History

WU - The Western Union Co.	Q3 2022	$13.52	Q4 2022	$13.77	+1.85%	Closed	History

LM - Legg Mason Inc	Q1 2020	$48.83	Q2 2020	$49.72	+1.82%	Closed	History

GGAL - Grupo Financiero Galicia S.A.	Q2 2016	$30.55	Q3 2016	$31.10	+1.80%	Closed	History

HD - The Home Depot, Inc.	Q1 2005	$38.24	Q2 2005	$38.90	+1.73%	Closed	History

KMB - Kimberly-Clark Corp.	Q4 2022	$135.75	Q2 2023	$138.06	+1.70%	Closed	History

OZK - Bank OZK	Q2 2021	$42.26	Q3 2021	$42.98	+1.70%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q4 2018	$15.42	Q1 2019	$15.68	+1.69%	Closed	History

INTC - Intel Corp.	Q4 2017	$46.16	Q4 2018	$46.93	+1.67%	Closed	History

KL - Kirkland Lake Gold Ltd	Q4 2020	$41.32	Q4 2021	$42.01	+1.67%	Closed	History

GPK - Graphic Packaging Holdings Co.	Q2 2018	$14.51	Q3 2019	$14.75	+1.65%	Closed	History

WRK - Westrock Co	Q1 2024	$49.45	Q2 2024	$50.26	+1.64%	Closed	History

WU - The Western Union Co.	Q2 2023	$11.73	Q4 2023	$11.92	+1.62%	Closed	History

LEXEA - Liberty Expedia Holdings	Q3 2018	$47.04	Q2 2019	$47.79	+1.59%	Closed	History

TSM - Taiwan Semiconductor	Q1 2021	$118.28	Q2 2021	$120.16	+1.59%	Closed	History

CPT - Camden Property Trust	Q4 2025	$110.08	Open	$111.81	+1.57%	Open	History

NUE - Nucor Corp.	Q2 2018	$62.50	Q3 2018	$63.45	+1.52%	Closed	History

DLTR - Dollar Tree, Inc.	Q4 2022	$141.44	Q1 2023	$143.55	+1.49%	Closed	History

NILE - Blue Nile Inc	Q3 2006	$36.35	Q4 2006	$36.89	+1.49%	Closed	History

CHTR - Charter Communications, Inc.	Q3 2013	$134.76	Q4 2013	$136.76	+1.48%	Closed	History

CYPB - Cypress Biosciences Inc Com Par $.02	Q1 2004	$11.50	Q3 2004	$11.67	+1.48%	Closed	History

HD - The Home Depot, Inc.	Q1 2024	$383.60	Q4 2024	$388.99	+1.41%	Closed	History

BCR - Bard C R Inc	Q2 2017	$316.14	Q3 2017	$320.52	+1.39%	Closed	History

KO - The Coca-Cola Co.	Q3 2018	$46.20	Q1 2019	$46.83	+1.36%	Closed	History

FAST - Fastenal Co.	Q1 2019	$16.08	Q2 2019	$16.30	+1.35%	Closed	History

PLAN - Anaplan Inc	Q2 2020	$45.31	Q4 2021	$45.92	+1.35%	Closed	History

E6X - Burger King Hldgs Inc	Q2 2006	$15.75	Q3 2006	$15.96	+1.33%	Closed	History

SHPG - Shire Plc	Q1 2016	$171.78	Q4 2018	$174.04	+1.32%	Closed	History

V - Visa Inc.	Q4 2025	$350.71	Open	$355.34	+1.32%	Open	History

JJSF - J&J Snack Foods Corp.	Q1 2019	$158.82	Q2 2019	$160.89	+1.30%	Closed	History

DDOG - Datadog, Inc.	Q2 2025	$134.33	Q4 2025	$135.99	+1.24%	Closed	History

NGHC - National Gen Hldgs Corp	Q3 2020	$33.77	Q4 2020	$34.19	+1.24%	Closed	History

PHIC - Population Health Invs Co In	Q1 2021	$9.86	Q3 2022	$9.98	+1.22%	Closed	History

TDC - Teradata Corp.	Q1 2018	$39.67	Q2 2018	$40.15	+1.21%	Closed	History

DGI - Digitalglobe Inc	Q2 2009	$19.20	Q3 2011	$19.43	+1.20%	Closed	History

RF - Regions Financial Corp.	Q4 2016	$14.36	Q1 2017	$14.53	+1.18%	Closed	History

MTG - MGIC Investment Corp.	Q3 2022	$12.85	Q4 2022	$13.00	+1.17%	Closed	History

CGNX - Cognex Corp.	Q1 2017	$41.97	Q2 2017	$42.46	+1.16%	Closed	History

MAS - Masco Corp.	Q4 2020	$54.93	Q3 2021	$55.54	+1.11%	Closed	History

NKE - NIKE, Inc.	Q1 2000	$4.95	Q3 2000	$5.01	+1.09%	Closed	History

SYY - Sysco Corp.	Q2 2021	$77.64	Q3 2021	$78.49	+1.09%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q3 2019	$132.76	Q2 2020	$134.16	+1.05%	Closed	History

NVSAU - New Vista Acquisition Corp	Q1 2021	$9.99	Q4 2022	$10.09	+1.00%	Closed	History

WLK - Westlake Corp.	Q2 2019	$69.46	Q4 2019	$70.15	+0.99%	Closed	History

CCL - Carnival Corp. Ltd.	Q4 2023	$18.54	Q2 2024	$18.72	+0.97%	Closed	History

YHOO - Yahoo Inc	Q2 2012	$15.83	Q3 2012	$15.98	+0.95%	Closed	History

MFC - Manulife Financial Corp.	Q2 2019	$18.18	Q3 2019	$18.35	+0.94%	Closed	History

SFLY - Shutterfly Inc	Q4 2018	$40.26	Q1 2019	$40.64	+0.94%	Closed	History

ADSK - Autodesk, Inc.	Q2 2006	$34.46	Q3 2006	$34.78	+0.93%	Closed	History

GPRO - GoPro, Inc.	Q2 2018	$6.44	Q1 2019	$6.50	+0.93%	Closed	History

CHTR - Charter Communications, Inc.	Q2 2021	$721.12	Q3 2021	$727.78	+0.92%	Closed	History

GNW - Genworth Finl Inc	Q1 2020	$3.32	Q3 2020	$3.35	+0.90%	Closed	History

NCLH - Norwegian Cruise Line Holdings Ltd.	Q2 2024	$18.79	Q1 2025	$18.96	+0.90%	Closed	History

MOH - Molina Healthcare, Inc.	Q1 2019	$141.95	Q2 2019	$143.15	+0.85%	Closed	History

ST - Sensata Technologies Holdings plc	Q3 2022	$37.26	Q4 2023	$37.57	+0.83%	Closed	History

NVO - Novo Nordisk A/S	Q3 2020	$34.71	Q4 2020	$34.99	+0.82%	Closed	History

CVLT - Commvault Systems, Inc.	Q1 2020	$40.49	Q3 2020	$40.79	+0.74%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q1 2023	$54.33	Q2 2023	$54.70	+0.68%	Closed	History

K - Kellogg Co	Q1 2023	$66.96	Q2 2023	$67.40	+0.66%	Closed	History

LLY - Eli Lilly and Co.	Q2 2021	$229.64	Q3 2021	$231.16	+0.66%	Closed	History

BLK - BlackRock, Inc.	Q4 2010	$190.58	Q2 2011	$191.81	+0.65%	Closed	History

IPG - Interpublic Group Cos Inc	Q1 2016	$22.95	Q2 2016	$23.10	+0.65%	Closed	History

CIT - Cit Group Inc	Q2 2021	$51.60	Q3 2021	$51.93	+0.64%	Closed	History

MCO - Moody's Corp.	Q4 2023	$390.56	Q1 2024	$393.03	+0.63%	Closed	History

STZ - Constellation Brands, Inc.	Q1 2022	$230.29	Q4 2022	$231.75	+0.63%	Closed	History

RKTA.U - Rocket Internet Grwt Oprt Co	Q1 2021	$10.01	Q4 2022	$10.07	+0.60%	Closed	History

CNO - CNO Financial Group, Inc.	Q2 2021	$23.61	Q4 2021	$23.74	+0.55%	Closed	History

GH - Guardant Health, Inc.	Q2 2021	$124.37	Q3 2021	$125.01	+0.51%	Closed	History

HAL - Halliburton Co.	Q1 2021	$21.50	Q3 2021	$21.60	+0.47%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q4 2016	$221.53	Q2 2017	$222.58	+0.47%	Closed	History

ES - Eversource Energy	Q4 2020	$86.47	Q1 2021	$86.86	+0.45%	Closed	History

SCHW - The Charles Schwab Corp.	Q1 2020	$33.61	Q2 2020	$33.74	+0.39%	Closed	History

EXPE - Expedia Group, Inc.	Q1 2025	$168.10	Q2 2025	$168.68	+0.35%	Closed	History

RMD - ResMed Inc.	Q3 2007	$21.44	Q3 2008	$21.50	+0.30%	Closed	History

SJM - The J. M. Smucker Co.	Q3 2025	$108.60	Open	$108.93	+0.30%	Open	History

ROP - Roper Technologies, Inc.	Q1 2015	$171.97	Q2 2015	$172.47	+0.29%	Closed	History

SPOT - Spotify Technology S.A.	Q1 2026	$484.91	Open	$486.34	+0.29%	Open	History

NTRI - Nutri Sys Inc New	Q2 2006	$62.13	Q3 2006	$62.29	+0.26%	Closed	History

PINS - Pinterest, Inc.	Q1 2023	$27.27	Q2 2023	$27.34	+0.26%	Closed	History

CBI - Chicago Bridge & Iron Co N V N Y Registry Sh	Q1 2006	$1,800.00	Q3 2006	$1,804.50	+0.25%	Closed	History

DUOL - Duolingo, Inc.	Q1 2023	$142.59	Q2 2023	$142.94	+0.25%	Closed	History

DISH - Dish Network Corp	Q4 2009	$20.77	Q1 2010	$20.82	+0.24%	Closed	History

PEP - PepsiCo, Inc.	Q3 2023	$169.44	Q4 2023	$169.84	+0.24%	Closed	History

OXM - Oxford Inds Inc	Q1 2019	$75.26	Q4 2019	$75.42	+0.21%	Closed	History

DECK - Deckers Outdoor Corp.	Q1 2019	$24.50	Q3 2019	$24.55	+0.20%	Closed	History

EA - Electronic Arts Inc.	Q4 2016	$78.77	Q4 2018	$78.91	+0.18%	Closed	History

EXPRN - Express Inc	Q2 2017	$6.75	Q3 2017	$6.76	+0.15%	Closed	History

TSM - Taiwan Semiconductor	Q1 2016	$26.21	Q2 2016	$26.24	+0.11%	Closed	History

VALE - Vale S.A.	Q3 2021	$13.99	Q4 2021	$14.00	+0.07%	Closed	History

INFQ - Infleqtion, Inc.	Q1 2026	$9.81	Open	$9.82	+0.05%	Open	History

KO - The Coca-Cola Co.	Q1 2022	$62.00	Q1 2023	$62.03	+0.05%	Closed	History

BBBYQ - Bed Bath & Beyond Inc	Q4 2002	$34.53	Q1 2003	$34.54	+0.03%	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.