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Head-to-head comparison
Jeffrey Ubben vs Lee Ainslie
Jeffrey Ubben
Q8/10ValueAct Capital
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000
Lee Ainslie
Q8/10Maverick Capital
"Long-short equity, deep fundamental, team-based research."
5 positionsSince 1993
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Jeffrey % | Lee % |
|---|---|---|
| META | 8.1% | 2.9% |
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Recent moves — Q4 2025
Latest quarter activity for each manager.
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.