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Head-to-head comparison

Seth Klarman vs Lee Ainslie

Seth Klarman
Baupost Group
Q9/10
"Margin of safety. Cash is a position. Patience pays."
6 positionsSince 1982
Lee Ainslie
Maverick Capital
Q8/10
"Long-short equity, deep fundamental, team-based research."
5 positionsSince 1993
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Recent moves — Q1 2026

Latest quarter activity for each manager.

Seth Klarman
  • AONNEW
  • VNEW
  • DNOWNEW
  • AMZNADD +47%
  • FERGADD +27%
  • GOOGADD +9%
  • FNFEXIT
  • DGEXIT
  • FEEXIT
  • CRHEXIT
  • LBTYKREDUCE -42%
  • WTWREDUCE -34%
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%

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