Skip to main content
HoldLens logoHoldLensConviction
← All investors
Head-to-head comparison

Stanley Druckenmiller vs Lee Ainslie

Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
Lee Ainslie
Maverick Capital
Q8/10
"Long-short equity, deep fundamental, team-based research."
5 positionsSince 1993

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerStanley %Lee %
MSFT9.1%3.8%
NVDA11.4%3.1%
Advertisement
Remove with Pro →

Recent moves — Q1 2026

Latest quarter activity for each manager.

Stanley Druckenmiller
  • BNNEW
  • JABILNEW
  • LINDENEW
  • NUVBNEW
  • STXNEW
  • ARMNEW
  • INTCNEW
  • COHRNEW
  • MUNEW
  • UADD +80%
  • CLFADD +33%
  • ROKUADD +29%
  • NTRAADD +22%
  • SEAADD +17%
  • ALCOAADD +9%
  • GOOGLEXIT
  • ENTGEXIT
  • DALEXIT
  • FLUTEXIT
  • ONEXIT
  • GSEXIT
  • RHEXIT
  • CMGEXIT
  • ARGANEXIT
  • DASHEXIT
  • PFEEXIT
  • MELIREDUCE -94%
  • IVVREDUCE -93%
  • AMZNREDUCE -71%
  • WABREDUCE -68%
  • QSRREDUCE -62%
  • CPNGREDUCE -61%
  • TEVAREDUCE -60%
  • INSMREDUCE -22%
  • CRHREDUCE -21%
  • TSMREDUCE -9%
Lee Ainslie
  • METANEW
  • 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.