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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 159.0 across 2 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

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Data verified 2026-08-14 · based on Stephen Mandel's Q2 2026 13F filing
Closest ETF
XLK
Technology Select Sector SPDR Fund
Overlap score
159.0
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
159.0
Shared top-10 holdings (2):
MSFT 7.8% × 10.4%NVDA 5.1% × 15.28%
#2QQQInvesco QQQ Trust
Overlap score
136.2
Shared top-10 holdings (4):
MSFT 7.8% × 5.77%NVDA 5.1% × 8.17%AMZN 6.9% × 4.05%META 6.4% × 3.37%
#3SPYSPDR S&P 500 ETF Trust
Overlap score
127.2
Shared top-10 holdings (4):
MSFT 7.8% × 5.57%NVDA 5.1% × 8.19%AMZN 6.9% × 3.69%META 6.4% × 2.58%
#4VOOVanguard S&P 500 ETF
Overlap score
124.3
Shared top-10 holdings (4):
MSFT 7.8% × 5.7%NVDA 5.1% × 8.08%AMZN 6.9% × 3.84%META 6.4% × 1.9%
#5VTIVanguard Total Stock Market ETF
Overlap score
109.2
Shared top-10 holdings (4):
MSFT 7.8% × 5.1%NVDA 5.1% × 6.87%AMZN 6.9% × 3.4%META 6.4% × 1.7%

Stephen Mandel's investment philosophy

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

Other superinvestor ETF replications

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Top-10 vs top-10 overlap analysis. Manager 13F holdings are quarterly + lagged ~45 days; ETF holdings are daily-disclosed. Score is a snapshot heuristic, not investment advice. Investing in any ETF carries fees + risks; consult a qualified advisor.

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.

Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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See the full investing reading list
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