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Head-to-head comparison
Andreas Halvorsen vs Stephen Mandel
Andreas Halvorsen
Q8/10Viking Global Investors
"Long-short equity, deep fundamental research, Tiger Cub pedigree."
6 positionsSince 1999
Stephen Mandel
Q9/10Lone Pine Capital
"Long-only growth at a reasonable price. Deep research. Tiger Cub."
5 positionsSince 1997
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
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Remove with Pro →Recent moves — Q1 2026
Latest quarter activity for each manager.
Andreas Halvorsen
- CVNAADD +162%
- TMOADD +110%
- AAPLNEW
- FEDEXNEW
- METANEW
- ATINEW
- WATNEW
- LULUNEW
- EWNEW
- VADD +59%
- TSLAADD +47%
- JPMADD +42%
- AONADD +39%
- CSXADD +35%
- GMADD +35%
- SEAADD +29%
- CBADD +28%
- PGRADD +21%
- DHRADD +19%
- FTVADD +17%
- BMRNADD +17%
- HCAADD +8%
- SCHWADD +6%
- AMDEXIT
- CHEWYEXIT
- UBSEXIT
- UNHEXIT
- SAIAEXIT
- TWEXIT
- BACEXIT
- BSXEXIT
- FIGMAEXIT
- LOWEXIT
- IQVEXIT
- CSGPEXIT
- AMZNREDUCE -62%
- APIREDUCE -49%
- COFREDUCE -45%
- MSFTREDUCE -28%
- TMUSREDUCE -21%
- BBIOREDUCE -18%
- GOOGLREDUCE -10%
- TSMREDUCE -9%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.