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Head-to-head comparison

Seth Klarman vs Stephen Mandel

Baupost Group

Q9/10

"Margin of safety. Cash is a position. Patience pays."

6 positionsSince 1982

Lone Pine Capital

Q9/10

"Long-only growth at a reasonable price. Deep research. Tiger Cub."

5 positionsSince 1997

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Recent moves — Q4 2025

Latest quarter activity for each manager.

Seth Klarman

QSRNEW
AMZNNEW
WTWNEW
ELVNEW
UNPNEW
WCCNEW
FNFNEW
DGNEW
FERGNEW
LBTYKNEW
FENEW
CRHNEW
HLFNEW
MOHNEW
GOOGADD +40%
Building out new Alphabet position.
VSTADD +25%
Aggressive Vistra add — AI data center demand thesis.
WBDREDUCE -12%
Continued Warner Bros. profit-taking.

Stephen Mandel

ASMLNEW
DASHNEW
CRSNEW
THCNEW
ENTGNEW
MANEW
BSXNEW
HLTNEW
SPOTNEW
VNEW
BNADD +50%
KKRADD +23%
NUADD +17%
VSTADD +11%
TLNADD +8%
METAADD +3%
Small add — already a top Lone Pine position.
FTNTNEW
New Fortinet cybersecurity position.
SBUXEXIT
EQTEXIT
FLUTEXIT
SEAEXIT
CIENAEXIT
EQIXEXIT
BKNGREDUCE -85%
PFEREDUCE -43%
APPREDUCE -30%
AMZNREDUCE -14%
COFREDUCE -11%
LPLAREDUCE -8%

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