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
ENR - Energizer Hldgs Inc New	Q4 2018	$45.15	Q1 2019	$44.93	-0.49%	Closed	History

MSDAU - Msd Acquisition Corp	Q1 2021	$10.15	Q4 2022	$10.10	-0.49%	Closed	History

MCHP - Microchip Technology Inc.	Q4 2023	$90.18	Q1 2024	$89.71	-0.52%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q4 2020	$141.36	Q1 2021	$140.61	-0.53%	Closed	History

INTU - Intuit Inc.	Q1 2015	$97.05	Q4 2015	$96.54	-0.53%	Closed	History

MYL - Mylan NV	Q1 2020	$14.91	Q3 2020	$14.83	-0.54%	Closed	History

AEP - American Electric Power Co., Inc.	Q1 2020	$80.10	Q2 2020	$79.64	-0.57%	Closed	History

MS - Morgan Stanley	Q2 2004	$52.77	Q2 2005	$52.47	-0.57%	Closed	History

PLCM - Polycom Inc	Q2 2012	$10.52	Q4 2012	$10.46	-0.57%	Closed	History

BKE - The Buckle, Inc.	Q3 2024	$43.97	Open	$43.69	-0.64%	Open	History

DGX - Quest Diagnostics Inc.	Q1 2023	$141.48	Q2 2023	$140.56	-0.65%	Closed	History

LSAK - Net 1 Ueps Technologies Inc Com	Q2 2006	$27.35	Q3 2007	$27.17	-0.66%	Closed	History

TTC - The Toro Co.	Q1 2017	$62.47	Q3 2017	$62.06	-0.66%	Closed	History

PTC - PTC Inc.	Q3 2014	$36.90	Q4 2014	$36.65	-0.68%	Closed	History

NAVI - Navient Corporation	Q1 2018	$13.12	Q2 2018	$13.03	-0.69%	Closed	History

RCL - Royal Caribbean Cruises Ltd.	Q3 2017	$118.56	Q1 2018	$117.74	-0.69%	Closed	History

YELP - Yelp Inc.	Q4 2018	$34.99	Q3 2019	$34.75	-0.69%	Closed	History

AY - Atlantica Yield Plc	Q4 2018	$19.60	Q1 2019	$19.46	-0.71%	Closed	History

EMR - Emerson Electric Co.	Q2 2024	$110.16	Q3 2024	$109.37	-0.72%	Closed	History

PPG - PPG Industries, Inc.	Q2 2016	$104.16	Q3 2016	$103.34	-0.79%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q1 2021	$63.83	Q2 2021	$63.30	-0.83%	Closed	History

AMP - Ameriprise Financial, Inc.	Q1 2015	$130.69	Q1 2017	$129.59	-0.84%	Closed	History

CTRI - Centuri Holdings, Inc.	Q2 2024	$19.48	Q4 2024	$19.31	-0.87%	Closed	History

FERG - Ferguson Enterprises Inc.	Q3 2025	$224.58	Q4 2025	$222.63	-0.87%	Closed	History

QSR - Restaurant Brands International Inc.	Q1 2021	$65.01	Q2 2021	$64.43	-0.89%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q4 2006	$109,990.12	Q1 2007	$108,990.15	-0.91%	Closed	History

VRDN - Viridian Therapeutics Inc	Q4 2023	$21.78	Q3 2025	$21.58	-0.92%	Closed	History

PFE - Pfizer Inc.	Q3 2018	$41.81	Q4 2018	$41.41	-0.95%	Closed	History

SPWH - Sportsmans Whse Hldgs Inc	Q2 2021	$17.77	Q3 2021	$17.60	-0.96%	Closed	History

TTWO - Take-Two Interactive Software, Inc.	Q1 2021	$178.95	Q2 2021	$177.22	-0.97%	Closed	History

MAT - Mattel, Inc.	Q4 2002	$19.15	Q3 2003	$18.96	-0.99%	Closed	History

VALE - Vale S.A.	Q4 2018	$13.19	Q1 2019	$13.06	-0.99%	Closed	History

CSOD - Cornerstone Ondemand Inc	Q4 2020	$44.01	Q1 2021	$43.57	-1.00%	Closed	History

CRH - CRH plc	Q3 2024	$92.74	Q2 2025	$91.80	-1.01%	Closed	History

COST - Costco Wholesale Corp.	Q3 2019	$288.11	Q1 2020	$285.16	-1.02%	Closed	History

AGCO - AGCO Corp.	Q1 2026	$115.87	Open	$114.68	-1.03%	Open	History

MIME - Mimecast Ltd	Q3 2019	$35.67	Q1 2020	$35.30	-1.04%	Closed	History

POST - Post Holdings, Inc.	Q2 2023	$86.65	Q3 2023	$85.74	-1.05%	Closed	History

VRSK - Verisk Analytics, Inc.	Q1 2021	$176.65	Q2 2021	$174.72	-1.09%	Closed	History

WSM - Williams-Sonoma, Inc.	Q3 2018	$32.86	Q2 2019	$32.50	-1.10%	Closed	History

WDR - Waddell & Reed Finl Inc	Q4 2020	$25.47	Q1 2021	$25.18	-1.14%	Closed	History

CL - Colgate-Palmolive Co.	Q3 2025	$79.94	Q4 2025	$79.02	-1.15%	Closed	History

GDOT - Green Dot Corp	Q3 2022	$18.96	Q2 2023	$18.74	-1.16%	Closed	History

WMT - Walmart Inc.	Q2 2021	$47.01	Q3 2021	$46.46	-1.18%	Closed	History

DENN - Dennys Corp	Q2 2020	$10.09	Q3 2020	$9.97	-1.19%	Closed	History

OHPAU - Orion Acquisition Corp	Q1 2021	$10.00	Q3 2022	$9.87	-1.30%	Closed	History

MAXR - Maxar Technologies Inc	Q4 2022	$51.74	Q1 2023	$51.06	-1.31%	Closed	History

ESRX - Express Scripts Hldg Co	Q3 2012	$62.63	Q3 2013	$61.80	-1.33%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q2 2023	$341.94	Q4 2023	$337.36	-1.34%	Closed	History

ONC - Beigene Ltd	Q1 2021	$347.96	Q2 2021	$343.16	-1.38%	Closed	History

HSY - The Hershey Co.	Q4 2023	$186.44	Q2 2024	$183.83	-1.40%	Closed	History

3692470Q - Alltel Corp	Q1 2006	$64.75	Q2 2006	$63.83	-1.42%	Closed	History

SMPL - The Simply Good Foods Co.	Q3 2023	$34.52	Q1 2024	$34.03	-1.42%	Closed	History

AVNT - Avient Corp.	Q1 2026	$36.30	Open	$35.77	-1.46%	Open	History

DAL - Delta Air Lines, Inc.	Q2 2021	$43.24	Q3 2021	$42.61	-1.46%	Closed	History

DFS - Discover Finl Svcs	Q4 2024	$173.23	Q1 2025	$170.70	-1.46%	Closed	History

FFIV - F5, Inc.	Q4 2016	$144.73	Q1 2017	$142.57	-1.49%	Closed	History

BDX - Becton, Dickinson and Co.	Q1 2023	$194.61	Q4 2023	$191.69	-1.50%	Closed	History

RADG - Rite Aid Corp.	Q1 1999	$25.00	Q2 1999	$24.62	-1.52%	Closed	History

FDO - Family Dlr Stores Inc	Q1 2012	$63.28	Q2 2013	$62.31	-1.53%	Closed	History

BYD - Boyd Gaming Corp.	Q1 2019	$27.36	Q2 2019	$26.94	-1.54%	Closed	History

NVS - Novartis AG	Q3 2014	$84.35	Q4 2014	$83.03	-1.56%	Closed	History

PSA - Public Storage	Q2 2025	$293.42	Q3 2025	$288.85	-1.56%	Closed	History

UHS - Universal Health Services, Inc.	Q3 2019	$148.76	Q2 2021	$146.44	-1.56%	Closed	History

EAT - Brinker International, Inc.	Q3 2019	$42.67	Q4 2019	$42.00	-1.57%	Closed	History

WFG - West Fraser Timber Co Ltd	Q3 2022	$72.38	Q1 2023	$71.24	-1.58%	Closed	History

CHS - Chicos Fas Inc	Q4 2017	$8.82	Q3 2018	$8.68	-1.59%	Closed	History

AMGN - Amgen Inc.	Q1 2021	$247.71	Q2 2021	$243.71	-1.61%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q2 2021	$277.86	Q3 2021	$273.39	-1.61%	Closed	History

KR - The Kroger Co.	Q4 2021	$45.48	Q3 2023	$44.75	-1.61%	Closed	History

SWKS - Skyworks Solutions, Inc.	Q1 2024	$108.32	Q2 2024	$106.58	-1.61%	Closed	History

VAPO - Vapotherm Inc	Q1 2021	$24.02	Q2 2021	$23.63	-1.62%	Closed	History

UNP - Union Pacific Corp.	Q4 2022	$207.07	Q3 2023	$203.63	-1.66%	Closed	History

ACN - Accenture plc	Q2 2023	$308.58	Q2 2024	$303.41	-1.68%	Closed	History

CVLT - Commvault Systems, Inc.	Q2 2018	$65.85	Q1 2019	$64.74	-1.69%	Closed	History

NOK - Nokia Oyj	Q4 2018	$5.82	Q1 2019	$5.72	-1.72%	Closed	History

CHE - Chemed Corp.	Q2 2021	$473.56	Q3 2021	$465.32	-1.74%	Closed	History

TWNK - Hostess Brands Inc	Q1 2019	$12.55	Q3 2020	$12.33	-1.75%	Closed	History

WIX - Wix.com Ltd.	Q2 2020	$256.22	Q4 2020	$251.66	-1.78%	Closed	History

ALLY - Ally Financial Inc.	Q2 2024	$39.67	Q2 2025	$38.95	-1.81%	Closed	History

MTN - Vail Resorts, Inc.	Q3 2021	$334.03	Q4 2021	$327.94	-1.82%	Closed	History

INFQ - Infleqtion, Inc.	Q1 2026	$9.81	Open	$9.63	-1.83%	Open	History

KBR - KBR, Inc.	Q1 2026	$36.86	Open	$36.18	-1.84%	Open	History

HSY - The Hershey Co.	Q1 2023	$254.41	Q2 2023	$249.70	-1.85%	Closed	History

PRGO - Perrigo Co. plc	Q1 2021	$39.39	Q4 2021	$38.66	-1.85%	Closed	History

AXTA - Axalta Coating Systems Ltd.	Q3 2019	$30.14	Q1 2021	$29.58	-1.86%	Closed	History

BBY - Best Buy Co., Inc.	Q1 2019	$71.06	Q2 2019	$69.72	-1.89%	Closed	History

BTG - B2Gold Corp.	Q2 2020	$5.71	Q4 2020	$5.60	-1.93%	Closed	History

GTM - ZoomInfo Technologies Inc.	Q3 2024	$10.32	Q2 2025	$10.12	-1.94%	Closed	History

NCRX - Neighborcare Inc	Q2 2004	$31.33	Q4 2004	$30.72	-1.95%	Closed	History

RGA - Reinsurance Group of America, Inc.	Q3 2021	$111.33	Q4 2021	$109.15	-1.96%	Closed	History

DG - Dollar General Corp.	Q2 2021	$216.43	Q3 2021	$212.14	-1.98%	Closed	History

JNJ - Johnson & Johnson	Q2 2021	$164.75	Q3 2021	$161.49	-1.98%	Closed	History

AVP - Avon Prods Inc	Q2 2007	$36.75	Q2 2008	$36.02	-1.99%	Closed	History

PXD - Pioneer Nat Res Co	Q3 2023	$229.55	Q4 2023	$224.88	-2.03%	Closed	History

TJX - The TJX Companies, Inc.	Q1 1999	$4.25	Q2 1999	$4.16	-2.03%	Closed	History

HES - Hess Corp	Q3 2024	$135.80	Q4 2024	$133.01	-2.05%	Closed	History

KVSA - Khosla Ventures Acquisition	Q1 2021	$10.10	Q2 2021	$9.89	-2.08%	Closed	History

DFS - Discover Finl Svcs	Q1 2018	$71.93	Q2 2018	$70.41	-2.11%	Closed	History

ZBRA - Zebra Technologies Corp.	Q3 2022	$261.95	Q4 2022	$256.41	-2.11%	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.