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Head-to-head comparison

Lee Ainslie vs Chuck Akre

Lee Ainslie
Maverick Capital
Q8/10
"Long-short equity, deep fundamental, team-based research."
5 positionsSince 1993
Chuck Akre
Akre Capital Management
Q9/10
"The three-legged stool: great business, great management, great reinvestment."
6 positionsSince 1989

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerLee %Chuck %
META2.9%3.1%
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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%
Chuck Akre
  • CPRTADD +86%
  • CCCSADD +53%
  • BNADD +40%
  • FICOADD +6%
  • MAADD +4%
    Adding to Mastercard — long-time core.
  • VRSKEXIT
  • DHRREDUCE -92%
  • AMTREDUCE -42%
  • ORLYREDUCE -22%
  • MCOREDUCE -18%
  • BRK.BREDUCE -15%
  • METAREDUCE -10%
    Trimming META exposure.
  • VREDUCE -10%

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.