AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…
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Head-to-head comparison

Li Lu vs Stephen Mandel

Li Lu
Himalaya Capital
Q8/10
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997
Stephen Mandel
Lone Pine Capital
Q9/10
"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.

TickerLi %Stephen %
META11.8%6.4%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Li Lu
  • METAADD +15%
    Adding to the compounder.
  • BACADD +12%
    Doubling down further on BAC.
Stephen Mandel
  • METAADD +3%
    Small add — already a top Lone Pine position.
  • FTNTNEW
    New Fortinet cybersecurity position.

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