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Head-to-head comparison

Stephen Mandel vs Chuck Akre

Stephen Mandel
Lone Pine Capital
Q9/10
"Long-only growth at a reasonable price. Deep research. Tiger Cub."
5 positionsSince 1997
Chuck Akre
Akre Capital Management
Q9/10
"The three-legged stool: great business, great management, great reinvestment."
6 positionsSince 1989

Shared conviction

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

TickerStephen %Chuck %
META6.4%3.1%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Stephen Mandel
  • METAADD +3%
    Small add — already a top Lone Pine position.
  • FTNTNEW
    New Fortinet cybersecurity position.
Chuck Akre
  • MAADD +4%
    Adding to Mastercard — long-time core.
  • METAREDUCE -10%
    Trimming META exposure.

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