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Head-to-head comparison

Stanley Druckenmiller vs Lee Ainslie

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

TickerStanley %Lee %
MSFT9.1%3.8%
NVDA11.4%3.1%
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Recent moves — Q2 2026

Latest quarter activity for each manager.

Stanley Druckenmiller
  • IWMADD +318%
  • AMZNADD +307%
  • UALADD +203%
  • PCTADD +178%
  • STXADD +141%
  • INSMADD +140%
  • FOXANEW
  • CDWNEW
  • BTDRNEW
  • DALNEW
  • FLRNEW
  • TSLANEW
  • DHINEW
  • AMDNEW
  • PANWNEW
  • HUTNEW
  • CVCONEW
  • METANEW
  • AEVANEW
+ 71 more moves this quarter (showing the 20 highest-conviction)
Lee Ainslie
  • NSCADD +500%
  • COFADD +489%
  • GOOGLADD +486%
  • UNPADD +250%
  • TDGADD +216%
  • ASMLADD +150%
  • LYVADD +144%
  • WBDNEW
  • KEYSNEW
  • XYZNEW
  • FLEXNEW
  • TTMINEW
  • GOOGNEW
  • PFGCNEW
  • SYYNEW
  • ARESNEW
  • SPCXNEW
  • SPYNEW
  • APLDNEW
  • BLCONEW
+ 20 more moves this quarter (showing the 20 highest-conviction)

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

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.