Lee Ainslie · Stanley Druckenmiller
what they both own
Both Lee Ainslie (Maverick Capital) and Stanley Druckenmiller (Duquesne Family Office) hold 4 of the same stocks per their latest 13F filings — a Jaccard overlap of 9.5% across portfolios of 20 and 26 positions. Combined position weight in shared names: 43.7% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Lee Ainslie's portfolio weight + Stanley Druckenmiller's portfolio weight. A stock that both investors size heavily ranks higher than one both hold marginally. Position weight reflects each investor's most recent 13F filing (45-day SEC lag applies; filings can be 1-3 months old).
| Ticker | Ainslie | Druckenmiller | Joint | ConvictionScore |
|---|---|---|---|---|
| AMZN | 19.4% | 1.5% | 20.9% | 0 |
| CRH | 9.6% | 1.2% | 10.8% | 0 |
| TSM | 4.5% | 5.0% | 9.5% | 0 |
| BN | 0.7% | 1.8% | 2.5% | 0 |
Compare individually
Data note. Position percentages are derived from each investor's most recent SEC Form 13F filing (45-day lag), filtered to disclosed long positions only. 13F filings exclude short positions, options (mostly), foreign-domiciled holdings, and positions below the reporting threshold. Joint conviction is a descriptive sum, not a recommendation. Per HoldLens compliance: this page is factual portfolio comparison, not investment advice. Always verify against the source filing before acting.