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Head-to-head comparison

Stanley Druckenmiller vs Stephen Mandel

Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
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.

TickerStanley %Stephen %
MSFT9.1%7.8%
NVDA11.4%5.1%
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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%
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.