Posts Tagged ‘Hedge Fund:19’

Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Mandel Goes All-In On These Three Holdings

Julian Robertson was one of the prime forces that helped nurture the hedge fund industry in the United States. In addition to his efforts in building......(read more)
Auspex Pharmaceuticals, Inc. (ASPX)

Stephen Mandel Initiates New Position in Horizon Pharma PLC (HZNP), Up 200% This Year

Stephen Mandel’s Lone Pine Capital acquired 8.35 million shares of Horizon Pharma PLC (NASDAQ:HZNP) on July 17, 2015, according to a recent 13G filing......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Mandel Dumped Apple In Favor Of Facebook and Microsoft

We are 3 weeks away from the 13F filing deadline but it seems like hedge funds are exiting their bets in favor of other mega-cap tech companies. On Monday......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Tiger Cub Stephen Mandel Boosts His Stake In Charter Communications Inc. (CHTR) to 5.7%

As reported in a recently filed Schedule 13G form, Stephen Mandel’s Lone Pine Capital owns 6.34 million shares in Charter Communications Inc. (NASDAQ......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Stephen Mandel vs. John Armitage: Who is Copying Whom?

After collating the 13F filings submitted by hedge funds for the period ended March 31, 2015, a lot of details have been unearthed, some of which cannot......(read more)
MAVERICK CAPITAL

Bullish Sign: Billionaires Lee Ainslie and Mandel Are Investing In These Stocks

High-ranking investment managers often show similar interest in stock investments with common positions in multiple companies. This is especially common......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Mandel’s Investing Acumen Has Led Him To Williams Companies Inc and These Two Stocks

Billionaire Stephen Mandel is respected for his “bottom-up” investment approach that has returned an average of around 23% over the past 11......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel Bullish On Tech

Stephen Mandel’s Lone Pine Capital trimmed or cut its exposure to many of its top picks during the first quarter, a strong one for the fund in which......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Top Picks: Priceline Group Inc (PCLN), JD.Com Inc (ADR) (JD), Mastercard Inc (MA) & Valeant Pharmaceuticals Intl Inc (VRX)

Billionaire Stephen Mandel’s Lone Pine Capital has recently disclosed its equity portfolio in its latest 13F filing with the U.S. Securities and Exchange......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Picks Crushed The Market in Q1 With 43 Stocks Returning 6%

Billionaire Stephen Mandel of Lone Pine Capital outperformed the market during the first quarter, with 43 stocks with a market cap of over $1.0 billion......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Priceline Group Inc (PCLN), Mastercard Inc (MA), Baidu Inc (ADR) (BIDU): Stephen Mandel’s Bottom-Up Picks

Stephen Mandel of Lone Pine Capital recently disclosed his equity portfolio in a 13F filing with the Securities and Exchange Comission. We sifted through......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Mastercard Inc (MA) Priceline Group Inc (PCLN) Facebook Inc (FB): Stephen Mandel Goes All In On These Stocks

Stephen Mandel‘s Lone Pine Capital made a number of significant changes to its portfolio heading into 2015, the most notable of those moves being......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

5 Takeover Targets Hedge Funds Are Betting On

Successful investing is about anticipating news and acting before everybody else. One of the most important news that moves stocks is takeover rumors.......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Autodesk, Inc. (ADSK): Stephen Mandel is Bullish and Discloses 5.3% Stake; Should You Follow His Lead?

Autodesk, Inc. (NASDAQ:ADSK) has been recently added to the equity portfolio of Stephen Mandel‘s Lone Pine Capital. The fund revealed ownership......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Hedge Fund News: Stephen Mandel, Louis Bacon & Starboard Value LP

Tiger Grandcub White Elm Posts Double-Digit Losses (InstitutionalInvestorsAlpha) An up-and-coming hedge fund manager who at one time worked for Stephen......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Lone Pine Capital 2014 Q3 Investor Letter

Lone Pine Capital’s 2014 Q3 investor letter is out. Lone Pine Capital is one of the largest hedge funds in the World. Stephen Mandel‘s Lone......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Tiffany & Co. (TIF): Stephen Mandel Ups Stake To 6.85M Shares

Is it a good time to buy Tiffany & Co. (NYSE:TIF) shares? Stephen Mandel seems to think so, as he has recently boosted his holding of the stock.......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Baidu Inc (ADR) (BIDU), Cognizant Technology Solutions Corp (CTSH), Valeant Pharmaceuticals Intl Inc (VRX): Stephen Mandel’s Top Three Stock Picks

Stephen Mandel’s Lone Pine Capital has revealed for the second quarter a portfolio of 67 companies worth $24.7 billion. The value of all holdings increased......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Hedge Fund News: Stephen Mandel, Daniel Loeb & Elliott Management

Lone Pine Tells Clients Loss Stemmed from Sins of Omission (InstitutionalInvestorsAlpha) Stephen Mandel Jr.‘s Lone Pine Capital, which lost between......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Cognizant Technology Solutions Corp (CTSH), Liberty Global plc (LBYTK): How Lone Pine Capital Lost 1% in 6 Months

Lone Pine Capital, the hedge fund managed by Tiger cub Stephen Mandel, lost about 1%* in the first half of 2014. One investor in the funds assured that......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Spirit Airlines Incorporated (SAVE): Lone Pine Capital Discloses New 6% Stake

Lone Pine Capital, managed by Stephen Mandel, has revealed a new position in Spirit Airlines Incorporated (NASDAQ:SAVE). According to a new filing with......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Realogy Holdings Corp (RLGY), LPL Financial Holdings Inc (LPLA) Among Lone Pine Capital’s Top Small-Cap Picks

Our research has shown that the most popular small-cap picks amongst hedge funds have historically outperformed the market by 18 percentage points. Thus......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Lone Pine Capital Reports Holding Almost 6% of Equinix Inc (EQIX)

Stephen Mandel‘s Lone Pine Capital reported a 5.60% passive stake in Equinix Inc (NASDAQ:EQIX). The fund now holds a position of 2.78 million......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Lone Pine Capital Surges Position in Michael Kors Holdings Ltd (KORS)

According to a new filing with the Securities and Exchange commission, Stephen Mandel’s Lone Pine Capital has almost doubled its exposure to Michael......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Stay Away From Stephen Mandel’s Top Stock Picks

The 13F filings of Stephen Mandel, who manages Lone Pine Capital, reveal that his large-cap stock picks (those with market caps between above $20 billion......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Stephen Mandel’s Lone Pine Discloses 6.4% Stake in SouFun Holdings (SFUN)

Stephen Mandel’s Lone Pine Capital disclosed holding 3.7 million shares of SouFun Holdings Limited (NYSE:SFUN). The stake amounts to 6.4% of the company......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Stephen Mandel’s Top Picks: Dollar General Corp. (DG), Cognizant Technology Solutions Corp (CTSH) & Others

In its latest 13F, Stephen Mandel‘s Lone Pine Capital has disclosed its holdings as held at the end of the fourth quarter of 2013. The total value......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Lone Pine Capital Discloses New 6.4% Stake in LPL Financial Holdings Inc (LPLA)

Lone Pine Capital LLC, managed by Stephen Mandel, has initiated a position in LPL Financial Holdings Inc (NASDAQ:LPLA), purchasing around 6.52 million......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Hedge Fund Highlights: Stephen Mandel, George Soros & Philip Falcone

Mandel Tops Best-Earning Hedge Funds for Clients in 2013 (Bloomberg) Stephen Mandel of Lone Pine Capital LLC made hedge-fund investors the most money......(read more)
PERSHING SQUARE

Hedge Fund News: Bill Ackman, Tom Steyer & Stephen Mandel

Ackman’s Pershing Square L.P. Fund Rose 3.8% Last Month (Wall Street Journal) While Bill Ackman’s short bet against Herbalife Ltd. (NYSE:HLF) ......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaires Steven Cohen and Stephen Mandel Disclose Huge Stakes in Lumber Liquidators Holdings Inc (LL)

In a couple of new filings with the SEC, Stephen Mandel‘s Lone Pine Capital, and SAC Capital Advisors, managed by Steven Cohen, disclosed holding......(read more)
Paul Singer ELLIOTT MANAGEMENT

Hedge Fund News: Paul Singer, David Einhorn & Stephen Mandel

At Davos, Debate on Whether Banks Have Learned Their Lessons (NYTimes) Paul Singer, the founder of the hedge fund Elliott Management, said on Wednesday......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Lone Pine Capital Discloses New 6.4% Stake in SBA Communications Corporation (SBAC)

Steve Mandel‘s Lone Pine Capital has disclosed adding SBA Communications Corporation (NASDAQ:SBAC) to its equity portfolio. The fund revealed......(read more)
Wyndham Worldwide Corporation (NYSE:WYN)

Lone Pine Capital Raised its Stake in Wyndham Worldwide Corporation (WYN)

Steve Mandel’s Lone Pine Capital revealed in a new filing with the Securities and Exchange Commission, that it has upped its holding in Wyndham Worldwide......(read more)
02 Jamie Zimmerman

Hedge Fund News: Jamie Zimmerman, Perry Capital & Paul Singer

Women hedge fund managers outpace male rivals, again – study (Reuters UK) Women hedge fund managers have outperformed their male rivals, on average......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Stephen Mandel, Lone Pine Capital Boost Stake In The Gap to 5.4%

Lone Pine, Gap: Just now, Stephen Mandel‘s Lone Pine Capital, reported increasing its position in The Gap Inc. (NYSE:GPS) to some 25.1 million......(read more)
APPALOOSA MANAGEMENT LP

The 40 Biggest Hedge Fund Billionaires

You won’t be surprised to find that there aren’t that many hedge fund billionaires, out of the more than 8,000 funds in existence. These......(read more)
Barry Rosenstein JANA PARTNERS

Outerwall, Pandora & Achillion All Targets of Mega-Hedge Funds

 Outerwall, Pandora, Achillion, hedge funds: It’s no secret that at Insider Monkey, we track hedge funds (discover why here). While a good portion......(read more)
Bill Ackman in crowd

Hedge Fund Week in Review: Activist Action

Here are the eleven most important moves made in the hedge fund world this week. Bill Ackman reduced his Herbalife short significantly, replacing it......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

High-Growth Stocks: What Else is Mandel Bullish on Besides Pandora?

High-growth stocks: One of the biggest moves in the hedge fund world this week was Stephen Mandel’s decision to buy a massive stake in Pandora Media......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel Just Took a 5.3% Stake in Pandora

Stephen Mandel, Pandora: In a 13G filing, which indicates a passive stake has been taken, made public mere minutes ago, Stephen Mandel’s Lone Pine......(read more)
YPF SA (ADR) (NYSE:YPF)

What Hedge Funds Think About YPF SA (ADR) (YPF)

Now, according to many of your fellow readers, hedge funds are perceived as overrated, old investment vehicles of a forgotten age. Although there are......(read more)
Airgas, Inc. (NYSE:ARG)

Airgas, Inc. (ARG): Are Hedge Funds Right About This Stock?

If you were to ask many traders, hedge funds are perceived as delayed, outdated financial tools of a forgotten age. Although there are over 8,000 hedge......(read more)
FleetCor Technologies, Inc. (NYSE:FLT)

Hedge Funds Are Crazy About FleetCor Technologies, Inc. (FLT)

Now, according to many of your peers, hedge funds are seen as overrated, outdated investment vehicles of a period lost to current times. Although there......(read more)
B/E Aerospace Inc (NASDAQ:BEAV)

Do Hedge Funds and Insiders Love B/E Aerospace Inc (BEAV)?

To many of your fellow readers, hedge funds are seen as bloated, outdated financial vehicles of an era lost to time. Although there are In excess of 8......(read more)
CME Group Inc

CME Group Inc (CME): Are Hedge Funds Right About This Stock?

CME Group Inc (NASDAQ:CME) investors: pay attention. In the eyes of many market players, hedge funds are viewed as bloated, outdated financial tools of......(read more)

Hedge Funds Are Buying Realogy Holdings Corp (RLGY)

In the financial world, there are plenty of methods market participants can use to watch stocks. A couple of the most useful are hedge fund and insider......(read more)
Sally Beauty Holdings, Inc. (NYSE:SBH)

Hedge Funds Are Buying Sally Beauty Holdings, Inc. (SBH)

At the moment, there are plenty of methods market participants can use to watch stocks. A duo of the most innovative are hedge fund and insider trading......(read more)
Charter_Logo_Dimensional_CMYK

Hedge Funds Are Betting On Charter Communications, Inc. (CHTR)

Who’s betting on Charter Communications, Inc. (NASDAQ:CHTR)? In today’s marketplace, there are tons of indicators investors can use to watch......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Cognizant Technology Solutions Corp (CTSH), Mead Johnson Nutrition CO (MJN): Billionaire Stephen Mandel Likes These Bulls

Earlier in August, billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital filed its 13F for the second quarter of 2013 with the SEC, disclosing......(read more)
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