Steve Mandel13F | |
Lone Pine Capital | |
Last update 2024-11-14 | 29 Stocks (9 new) |
Value $13.41 Bil | Turnover 23 % |
Portfolio Report |
Steve Mandel Profile
Steve Mandel is the founder of Lone Pine Capital, a long/short equity money manager, which he started in 1997. Prior to founding LPC, Mr. Mandel was senior managing director and consumer analyst at Tiger Management Corporation (1990-1997), mass-market retailing analyst at Goldman, Sachs (1984-1990) and senior consultant at Mars and Company (1982-1984).
Lone Pine Capital is named after a tree at his alma mater Dartmouth College that survived a lightning strike. Mandel previously worked at Tiger Management under Julian Robertson.
Steve Mandel Investing Philosophy
Lone Pine Capital invests in public equity markets across the globe, and utilizes long-short strategy. The firm uses fundamental analysis and bottom up stock picking to build the portfolio. Mandel uses both value and growth methodologies, and does not hold many stocks for very long.
Steve Mandel Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 1,891,337 | 1082676.950 | +35.63% | 8.080 | +2.12% | 0.070 | +5.57% | +5.18% | 1554731.508 | Interactive Media | |
AMZN | Amazon.com Inc | 5,482,267 | 1021510.810 | +23.24% | 7.620 | +1.44% | 0.050 | +17.30% | -0.21% | 2302156.510 | Retail - Cyclical | |
VST | Vistra Corp | 6,806,291 | 806817.740 | -0.46% | 6.020 | -0.02% | 2.000 | +34.56% | +20.93% | 56725.917 | Utilities - Independent Power Producers | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 4,212,861 | 731647.570 | -29.81% | 5.460 | -2.52% | 0.080 | +12.51% | +5.51% | 1080721.424 | Semiconductors | |
MSFT | Microsoft Corp | 1,655,779 | 712481.700 | -18.04% | 5.310 | -1.32% | 0.020 | +0.95% | -0.60% | 3114843.301 | Software | |
CRM | Salesforce Inc | 2,337,830 | 639887.450 | New Holding | 4.770 | +4.77% | 0.240 | +9.66% | -4.93% | 304182.450 | Software | |
CEG | Constellation Energy Corp | 2,394,231 | 622547.950 | +49.18% | 4.640 | +1.53% | 0.770 | +16.53% | +36.42% | 95453.238 | Utilities - Independent Power Producers | |
KKR | KKR & Co Inc | 4,522,730 | 590578.080 | -29.17% | 4.410 | -1.59% | 0.510 | +6.00% | -4.72% | 125178.100 | Asset Management | |
INTU | Intuit Inc | 921,361 | 572165.180 | +2.10% | 4.270 | +0.09% | 0.330 | +0.83% | -0.64% | 174508.521 | Software | |
SPOT | Spotify Technology SA | 1,552,529 | 572153.510 | -7.99% | 4.270 | -0.34% | 0.770 | +21.57% | +2.72% | 92861.200 | Interactive Media |
Steve Mandel's Historical Top Holdings Breakdowns
Steve Mandel's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 2023-09-30 | New Buy | +8.04% | 283.25 ($301.3) 325.48 | $615.86 | 104.40% | New holding | 2,779,103 | 2,779,103 | |
CRM | Salesforce Inc | 2024-06-30 | Sold Out | -5.71% | 218.01 ($267.58) 304.74 | $317.85 | 18.79% | Sold Out | 0 | -2,400,267 | |
RH | RH | 2023-09-30 | Sold Out | -5.36% | 256.7 ($347.67) 401.84 | $413.95 | 19.06% | Sold Out | 0 | -1,773,069 | |
CRM | Salesforce Inc | 2024-09-30 | New Buy | +4.77% | 238.42 ($256.15) 276.64 | $317.85 | 24.09% | New holding | 2,337,830 | 2,337,830 | |
LEN | Lennar Corp | 2024-09-30 | New Buy | +4.09% | 142.5 ($173.06) 192.45 | $129.56 | -25.14% | New holding | 2,927,654 | 2,927,654 | |
UNH | UnitedHealth Group Inc | 2024-03-31 | Sold Out | -4.06% | 472.6 ($508.38) 545.42 | $520.69 | 2.42% | Sold Out | 0 | -891,167 | |
INTU | Intuit Inc | 2023-12-31 | New Buy | +4.05% | 479.45 ($551.59) 629.12 | $623.43 | 13.02% | New holding | 748,527 | 748,527 | |
GOOGL | Alphabet Inc | 2023-12-31 | Sold Out | -3.93% | 122.17 ($134.36) 141.52 | $192.04 | 42.93% | Sold Out | 0 | -3,113,001 | |
GOOGL | Alphabet Inc | 2023-09-30 | New Buy | +3.93% | 116.45 ($129.36) 138.21 | $192.04 | 48.45% | New holding | 3,113,001 | 3,113,001 | |
UNH | UnitedHealth Group Inc | 2024-06-30 | New Buy | +3.90% | 439.2 ($490.13) 524.63 | $520.69 | 6.24% | New holding | 944,317 | 944,317 |
Steve Mandel Total Holding History ($B)
Steve Mandel's Asset Allocation
Steve Mandel Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Steve Mandel's Hypothetical Growth since 2024-09-30
Steve Mandel's Yearly Returns
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Steve Mandel's Holdings Heat Map
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Steve Mandel's Holdings Bubble Chart
Steve Mandel News
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