AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…
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Head-to-head comparison

Stephen Mandel vs Lee Ainslie

Stephen Mandel
Lone Pine Capital
Q9/10
"Long-only growth at a reasonable price. Deep research. Tiger Cub."
5 positionsSince 1997
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.

TickerStephen %Lee %
META6.4%2.9%
MSFT7.8%3.8%
NVDA5.1%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.
Lee Ainslie
  • METAADD +50%
    Big META add — conviction build.
  • NFLXADD +35%
    Adding Netflix.

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