← All investors
Head-to-head comparison
Carl Icahn vs Lee Ainslie
Carl Icahn
Q8/10Icahn Enterprises
"Buy undervalued, force change, exit at fair value."
6 positionsSince 1990
Lee Ainslie
Q8/10Maverick Capital
"Long-short equity, deep fundamental, team-based research."
5 positionsSince 1993
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Recent moves — Q4 2025
Latest quarter activity for each manager.
Carl Icahn
Lee Ainslie
- DHRADD +1100%
- UNPADD +107%
- CMGNEW
- CEGNEW
- BABANEW
- APINEW
- SPOTNEW
- PGRNEW
- TMONEW
- CSXNEW
- METAADD +50%Big META add — conviction build.
- NFLXADD +35%Adding Netflix.
- BNADD +33%
- LYVADD +28%
- CRHADD +20%
- VSTADD +7%
- SPGEXIT
- FLUTEXIT
- APOEXIT
- TLNEXIT
- JEXIT
- FNDEXIT
- TSMREDUCE -61%
- PDDREDUCE -26%
- AMZNREDUCE -23%
- COFREDUCE -21%
- MSFTREDUCE -16%
- LPLAREDUCE -14%
- CRSREDUCE -8%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.