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Head-to-head comparison

Stephen Mandel vs Chuck Akre

Stephen Mandel
Lone Pine Capital
Q9/10
"Long-only growth at a reasonable price. Deep research. Tiger Cub."
5 positionsSince 1997
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.

TickerStephen %Chuck %
META6.4%3.1%
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Recent moves — Q4 2025

Latest quarter activity for each manager.

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%
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.