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Head-to-head comparison

Lee Ainslie vs Chuck Akre

Lee Ainslie
Maverick Capital
Q8/10
"Long-short equity, deep fundamental, team-based research."
5 positionsSince 1993
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.

TickerLee %Chuck %
META2.9%3.1%
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Recent moves — Q1 2026

Latest quarter activity for each manager.

Lee Ainslie
  • METANEW
  • GOOGLNEW
  • GLDNEW
  • ASMLNEW
  • KLANEW
  • LRCXNEW
  • PDDEXIT
  • MSFTEXIT
  • CSGPEXIT
  • LPLAEXIT
  • CMGEXIT
  • CEGEXIT
  • VSTEXIT
  • BABAEXIT
  • SPOTEXIT
  • PGREXIT
  • TMOEXIT
  • CSXEXIT
  • BNREDUCE -99%
  • NVDAREDUCE -94%
  • UNPREDUCE -94%
  • COFREDUCE -87%
  • LYVREDUCE -73%
  • CRSREDUCE -61%
  • TSMREDUCE -35%
  • APIREDUCE -32%
  • CRHREDUCE -27%
  • DHRREDUCE -12%
  • AMZNREDUCE -10%
Chuck Akre
  • CRMNEW
  • NOWNEW
  • FICOADD +31%
  • CCCSADD +27%
  • GSHDADD +19%
  • ROPADD +14%
  • CSGPADD +8%
  • DHREXIT
  • CARGEXIT
  • AMTREDUCE -80%
  • ORLYREDUCE -42%
  • ABNBREDUCE -41%
  • VREDUCE -39%
  • BNREDUCE -37%
  • MCOREDUCE -28%
  • MAREDUCE -24%
  • KKRREDUCE -17%
  • BRK.BREDUCE -13%

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