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Head-to-head comparison
Howard Marks vs Andreas Halvorsen
Howard Marks
Q9/10Oaktree Capital
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995
Andreas Halvorsen
Q8/10Viking Global Investors
"Long-short equity, deep fundamental research, Tiger Cub pedigree."
6 positionsSince 1999
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Remove with Pro →Recent moves — Q1 2026
Latest quarter activity for each manager.
Howard Marks
- UADD +296%
- QQQNEW
- PBRNEW
- Q2NEW
- YPFNEW
- FOURNEW
- PDDNEW
- NRGNEW
- UBERNEW
- BLOCKADD +86%
- UPWKADD +78%
- OKTAADD +66%
- BMRNADD +33%
- EQIXADD +22%
- ITRONADD +19%
- SEAADD +17%
- TDSADD +16%
- SPGEXIT
- ORCLEXIT
- NUEXIT
- CABOEXIT
- GRABEXIT
- ABNBEXIT
- MAREXIT
- VALEEXIT
- ONITYEXIT
- PPLEXIT
- EXEEXIT
- MKSEXIT
- SHAKEXIT
- BBIOEXIT
- GHEXIT
- LYFTEXIT
- ONEXIT
- FLUORREDUCE -85%
- LYVREDUCE -81%
- BANDREDUCE -69%
- CXREDUCE -52%
- JDREDUCE -43%
- FIVE9REDUCE -28%
- POSTREDUCE -26%
- TLNREDUCE -24%
- SNAPREDUCE -20%
- GTXREDUCE -15%
- TDOCREDUCE -14%
- FCXREDUCE -12%
- HDBREDUCE -12%
- TORMREDUCE -10%
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.