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Head-to-head comparison
Stephen Mandel vs Lee Ainslie
Stephen Mandel
Q9/10Lone Pine Capital
"Long-only growth at a reasonable price. Deep research. Tiger Cub."
5 positionsSince 1997
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.
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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.
- FTNTNEWNew Fortinet cybersecurity position.
- SBUXEXIT
- EQTEXIT
- FLUTEXIT
- SEAEXIT
- CIENAEXIT
- EQIXEXIT
- BKNGREDUCE -85%
- PFEREDUCE -43%
- APPREDUCE -30%
- AMZNREDUCE -14%
- COFREDUCE -11%
- LPLAREDUCE -8%
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.