There are Tiger Cubs, and then there are Tiger Cub Cubs. David Stemerman, who founded Conatus Capital Management in 2008, is one of the latter: he previously worked at billionaire (and Tiger Cub) Stephen Mandel’s Lone Pine Capital. He also has degrees from both Harvard Business School and Harvard Law School. Conatus, despite being a relatively new fund, already has about $2 billion in total assets under management.
| Fund Name: | Conatus Capital Management |
| Manager | David Stemerman |
| Portfolio Value | $2,219,001,000 |
| Change This QTR | +1.04% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | FB | 5,154,642 | $137,215 |  |
6.18% | |
| 2.) | AMZN | 398,205 | $99,898 | +9% |
4.5% | |
| 3.) | CP | 966,948 | $98,261 | +35% |
4.42% | |
| 4.) | GOOG | 137,349 | $97,158 | +7% |
4.37% | |
| 5.) | V | 632,645 | $95,896 | -11% |
4.32% | |
| 6.) | MON | 809,776 | $76,645 | +21% |
3.45% | |
| 7.) | CTSH | 1,006,488 | $74,362 | -8% |
3.35% | |
| 8.) | LNKD | 648,341 | $74,443 | +35% |
3.35% | |
| 9.) | CRM | 440,326 | $74,019 | -2% |
3.33% | |
| 10.) | ISRG | 147,459 | $72,309 | +59% |
3.25% |
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