Posts Tagged ‘Stephen Mandel’

Most Popular Stocks Among Hedge Funds

Two Elite Money Managers Make Big Show Of Faith In This Struggling Energy Company

The recent broader market selloff has put significant downward pressure on the shares of Cheniere Energy Inc. (NYSEMKT:LNG), which have lost more than......(read more)
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)
Facebook Inc (NASDAQ:FB), Facebook notifications, friends request, messages, status, page, icon

Facebook Inc (FB) Still Has Room To Run Following Its Rise in 2015

Hedge funds such as Stephen Mandel‘s Lone Pine Capital and Philippe Laffont’s Coatue Management held big positions in Facebook Inc (NASDAQ......(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

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)

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)

Is Apple Inc. (AAPL) Starting To Lose Hedge Fund Support?

Is Apple Inc. (NASDAQ:AAPL) losing its popularity? Hedge funds are still crazy about Apple Inc. The technology giant counted 149 hedge funds with a total......(read more)
Hedge Fund Managers

10 Most Popular Healthcare Stocks Among Hedge Funds

With the business of analyzing and compiling the data of our 737 tracked hedge funds’ latest 13F filings behind us, we’re ready to start sharing some......(read more)

Billionaires Are Crazy About These 10 Stocks

You may think that imitating the stock picks of billionaires will make you rich too. You need a reality check. Billionaires start investing differently......(read more)

5 Most Popular Tech Stocks Among Hedge Funds: Google Inc, Facebook Inc, Microsoft Corporation

After a frantic couple of days, our data team here at Insider Monkey has sifted through the 13F filings of all 737 hedge funds we track, and collated......(read more)
Appaloosa Management Lp

Billionaire David Tepper’s Top Picks: General Motors Company (GM), Priceline Group Inc (PCLN), Whirlpool Corporation (WHR)

In its latest 13F filing with the U.S. Securities and Exchange Commission, Appaloosa Management LP, led by David Tepper, disclosed its equity portfolio......(read more)

Hedge Fund Tiger Consumer Management Loves These Stocks

Tiger Consumer Management, the hedge fund managed by Patrick McCormack, has made its 13G filing with the U.S. Securities and Exchange Commission for the......(read more)

Baupost Group Drops AVEO Pharmaceuticals Inc (AVEO) and Shifts Focus Towards Cheniere Energy (LNG)

Seth Klarman’s Baupost Group shed its entire stake in AVEO Pharmaceuticals Inc (NASDAQ:AVEO), selling off more than 3.82 million Common Shares. Due......(read more)

Apple Inc. (AAPL), Netflix Inc. (NFLX), Baidu Inc (ADR) (BIDU): Philippe Laffont’s Coatue Management Continues to Bet Big on Big Tech

As we continue to go through major institutional investors’ 13F filings for the third quarter, we took a look at Philippe Laffont’s Coatue Management......(read more)
Apple Inc. (NASDAQ:AAPL)

Apple Inc. (AAPL), Alibaba Group Holding Ltd (BABA), Yahoo! Inc. (YHOO): Top 10 Tech Stock Picks Among Hedge Funds

With the latest round of 13F filings ending last week, it is time to look at some of the data that we can extract from the equity portfolios of over 700......(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)

Lumber Liquidators Holdings Inc (LL): Steve Cohen’s Point72 Seems To Love This Stock

Steve Cohen’s Point72 Asset Management disclosed today a huge increase in its stake in Lumber Liquidators Holdings Inc (NYSE:LL). The funds affiliated......(read more)
Lumber Liquidators Holdings Inc (NYSE:LL)

Lumber Liquidators Holdings Inc (LL) Is Added to Stockbridge Partners’ Equity Portfolio

As a recent filing with the Securities and Exchange Commission showed, Berkshire Partners’ subsidiary, Stockbridge Partners, led by Robert J. Small......(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)

Valeant Pharmaceuticals Intl Inc (VRX): ValueAct Capital Raises Stake as Jeffrey Ubben is Appointed as Board Director

Jeffrey Ubben’s Valueact Capital Management disclosed today an increase in its exposure to Valeant Pharmaceuticals Intl Inc (NYSE:VRX). The fund added......(read more)
Weyerhaeuser Company

Weyerhaeuser Co (WY), Dollar General Corp (DG) And Marathon Oil Corporation (MRO): Laurion Capital Management’s Top Investments

Based in New York, Laurion Capital Management was founded by Benjamin A. Smith and Sheehan Maduraperuma in 2005, following their departure from JP......(read more)

Edward Lampert Sells Some More AutoNation, Inc. (AN) Shares

Slowly but steadily Edward Lampert is getting rid of his massive stake in AutoNation, Inc. (NYSE:AN). In another round of reduction, a total of 145,......(read more)
Google GOOGL

Baidu Inc (ADR) (BIDU), Analog Devices, Inc. (ADI), Google Inc (GOOGL): Cantillon Capital Management Top Tech Stocks

Cantillon Capital Management, managed by William Von Mueffling, recently filed a 13F with the U.S. Securities and Exchange Commission. The fund reported......(read more) Inc. (AMZN) Inc. (AMZN), Yelp Inc (YELP), Netflix Inc. (NFLX): Eashwar Krishnan’s Tybourne Capital Management Loves These Internet Companies

Tybourne Capital Management is a Hong Kong-based hedge fund managed by Eashwar Krishnan, former Asia head of Stephen Mandel’s Lone Pine Capital LLC.......(read more)

Apple Inc. (AAPL), Workday Inc (WDAY), Mallinckrodt PLC (MNK): Paul Tudor Jones’ Top Stock Picks for Q2

Paul Tudor Jones’ Tudor Investment Corp is amongst hedge funds obliged to disclose its equity once per quarter. The fund declared, as of June 30, an......(read more)
Howard Hughes Corp (NYSE:HHC)

Howard Hughes Corp (HHC), Unit Corp. (UNT), Canadian Pacific Railway Limited (USA) (CP): Kenneth Squire’s 13D Management Boosts its Stakes in Its Largest Holdings

Kenneth Squire’s 13D Management recently filed with the SEC its 13F for the second quarter of 2014. This fund tracks 13D filings from activist investors......(read more)
Och-Ziff Capital Management

Actavis plc (ACT), Time Warner Inc (TWX), Canadian Pacific Railway Limited (USA) (CP): Billionaire Daniel Och’s Top Picks

Daniel S. Och’s OZ Management is among the investment management firms required to disclose their long equity positions once per quarter. Recently,......(read more)
Hedge Fund Managers

Cognizant Technology Solutions Corp (CTSH), Titan International Inc. (TWI), Salix Pharmaceuticals Ltd. (SLXP) Among Stocks Hedge Funds Are Bullish On

Amidst the 13F filing season, several hedge funds have also been filing Schedule 13G forms, disclosing changes that took place after June 30, 2014, in......(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)
top hedge funds

Apple Inc. (AAPL), Autodesk, Inc. (ADSK) and Baidu Inc (ADR) (BIDU) – Tech Stocks Michael Novogratz’s Fortress Investment Group Is Betting Big On

Fortress Investment Group has revealed in the latest round of 13F filings some important moves, and several of them are in tech stocks. The fund’......(read more)

ESL Investments Further Decreases Stake In AutoNation, Inc. (AN)

Edward Lampert and his fund, ESL Investments, have further decreased their exposure to AutoNation, Inc. (NYSE:AN). According to a recent filing with......(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)
Time Warner Inc (NYSE:TWX)

Time Warner Inc (TWX) Rebuffs Buyout Offer From Twenty-First Century Fox Inc (FOXA), What Next?

Time Warner Inc (NYSE:TWX) declined a proposal to be purchased by Twenty-First Century Fox Inc (NASDAQ:FOXA) in a deal that could have created the most......(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)
Magellan Midstream Partners, L.P. (NYSE:MMP)

Actavis plc (ACT), Gilead Sciences Inc. (GILD), Macquaire Infrastructure Company LLC (MIC): Selz Capital’s Top Stock Positions for Q2 2014

Bernard Selz’s Selz Capital recently disclosed at the SEC its long equity positions as of June 30 2014. The fund declared stock holdings worth more......(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)
Och-Ziff Capital Management

OZ Management Raises Passive Stake in B/E Aerospace Inc (BEAV)

OZ Management, managed by Daniel S. Och, has upped its stake in B/E Aerospace Inc (NASDAQ:BEAV). In a newly amended filing with the U.S. Securities and......(read more)

ValueAct Sells Adobe Systems Incorporated (ADBE) Shares Worth $55 Mln

Jeffrey Ubben‘s ValueAct Capital has reported reducing its exposure to Adobe Systems Incorporated (NASDAQ:ADBE). According to SEC filings, ValueAct......(read more)
Navroz Udwadia - Falcon Edge Capital

Falcon Edge Capital’s Diversified Stock Picks

Falcon Edge Capital, a hedge fund founded –in 2012- and managed by Richard Gerson and Navroz D. Udwadia, holds an equity portfolio valued at more than......(read more)

Ken Griffin’s Citadel Investment Group Ups Passive Stake in DSW Inc.

Citadel Investment Group, managed by Ken Griffin, has revealed upping its position in DSW Inc. (NYSE:DSW). According to a new filing with the U.S. Securities......(read more)
Molson Coors Brewing Company (NYSE:TAP)

Molson Coors Brewing Company (TAP), Facebook Inc (FB), Cognizant Technology Solutions Corp (CTSH): Top Market Movers on Tuesday

The market has stayed basically flat on Tuesday, as the Dow Jones inched down by around 0.08% and the S&P 500 declining by around 0.13%. However,......(read more)

Edward Lampert’s ESL Investments Sells Shares of AutoNation Inc. (AN)

ESL Investments, managed by Edward Lampert, has reduced its exposure to AutoNation Inc. (NYSE:AN), a new filing with the U.S. Securities and Exchange......(read more)

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