ETF replication · Stephen Mandel

Which ETF replicates Stephen Mandel's portfolio?

XLK (Technology Select Sector SPDR Fund) has the highest top-10 overlap with Stephen Mandel's Lone Pine Capital portfolio — overlap score 180.1 across 2 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

Closest ETF

XLK

Technology Select Sector SPDR Fund

Overlap score

180.1

2 shared top-10 names

ETF expense ratio

0.09%

annual fee

Top 5 ETFs ranked by overlap

#1XLKTechnology Select Sector SPDR Fund

Overlap score

180.1

Shared top-10 holdings (2):

MSFT 7.8% × 14.2%NVDA 5.1% × 13.6%

#2QQQInvesco QQQ Trust

Overlap score

179.1

Shared top-10 holdings (4):

MSFT 7.8% × 8.7%NVDA 5.1% × 9%AMZN 6.9% × 5.2%META 6.4% × 4.6%

#3VOOVanguard S&P 500 ETF

Overlap score

126.9

Shared top-10 holdings (4):

MSFT 7.8% × 6.8%NVDA 5.1% × 6.2%AMZN 6.9% × 3.8%META 6.4% × 2.5%

#4SPYSPDR S&P 500 ETF Trust

Overlap score

126.9

Shared top-10 holdings (4):

MSFT 7.8% × 6.8%NVDA 5.1% × 6.2%AMZN 6.9% × 3.8%META 6.4% × 2.5%

#5VTIVanguard Total Stock Market ETF

Overlap score

115.0

Shared top-10 holdings (4):

MSFT 7.8% × 6.1%NVDA 5.1% × 5.6%AMZN 6.9% × 3.5%META 6.4% × 2.3%

Stephen Mandel's investment philosophy

Long-only growth at a reasonable price. Deep research. Tiger Cub.

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