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Head-to-head comparison

Seth Klarman vs Stephen Mandel

Seth Klarman
Baupost Group
Q9/10
"Margin of safety. Cash is a position. Patience pays."
6 positionsSince 1982
Stephen Mandel
Lone Pine Capital
Q9/10
"Long-only growth at a reasonable price. Deep research. Tiger Cub."
5 positionsSince 1997
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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%
Stephen Mandel
  • VADD +510%
  • SPOTADD +288%
  • MCKNEW
  • CIENANEW
  • ARGANNEW
  • GOOGLNEW
  • APPADD +88%
  • HLTADD +54%
  • TLNADD +41%
  • CRSADD +38%
  • NUADD +28%
  • THCADD +26%
  • VSTADD +19%
  • ASMLADD +8%
  • MSFTEXIT
  • DASHEXIT
  • AMZNEXIT
  • PFEEXIT
  • KKRREDUCE -96%
  • TSMREDUCE -54%
  • BKNGREDUCE -48%
  • BSXREDUCE -48%
  • MAREDUCE -41%
  • BNREDUCE -37%

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