Daily Wrap: The Biggest Hedge Fund Moves of the Day
Billionaire Daniel S. Och‘s OZ Capital Management initiated a position in Nutanix Inc. (NASDAQ:NTNX), as reported in a 13G filing yesterday.
Posts Tagged ‘Lone Pine Capital’
Expedia Inc. (EXPE) Stock: Billionaire Stephen Mandel’s Lone Pine Capital Takes $840 Million Stake
Billionaire Stephen Mandel's Lone Pine Capital filed a Form 13G with the SEC yesterday in which it reported acquiring 7.14 million common shares of Expedia Inc.
Priceline, Nike, Dollar Tree: Tiger Cub Stephen Mandel’s Most Trusted Consumer Stocks
Stephen Mandel's Lone Pine Capital recently filed its 13F for the June quarter, which showed a notable shift in the composition of the fund's portfolio.
Billionaire Stephen Mandel is Betting Big on Internet and Tech Stocks
Billionaire Stephen Mandel, one of the many "Tiger Cubs" who worked under Julian Robertson at Tiger Management for a time, founded Lone Pine Capital in 1997.
Billionaire Stephen Mandel’s Lone Pine Capital Initiates Stake in Lululemon Athletica Inc. (LULU)
A new 13G filing with the US Securities and Exchange Commission revealed billionaire Stephen Mandel's Lone Pine Capital holding 6.45 million shares of the athletic apparel designer...
Activist Puts Pressure on iRobot Corporation (IRBT), While Point72 and Lone Pine Load Up on These 2 Stocks
In three separate filings made with the U.S.
Billionaire Bill Ackman Puts His Money Where His Mouth Is, While Carl Icahn Reveals His Newest Activist Target
The stock selection process is generally quite cumbersome and expensive on some occasions, especially when one does not have the necessary knowledge base and skills to pursue ...
Billionaire Stephen Mandel Remains Among Valeant Bulls; Betting Big on Tech in Q4
Billionaire Stephen Mandel's Lone Pine Capital lost money in the third quarter, although three of its funds: Lone Cypress, Lone Kauri, and Lone Tamarack declined by 3.5%, 3.6...
Billionaire Stephen Mandel Is Betting Big on Tech and These Are His Favorite Picks
The broader market selloff in the third quarter left few hedge funds unscathed, with many of those investors extending their losses throughout the entire year amid sluggish economic...
How Did Stephen Mandel’s Portfolio Come Through the Third Quarter?
The returns of the U.S.
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.
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:FB) at the end of March, owning 8.1...
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 made by the hedge fund...
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.
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 be readily noticed by ...
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.
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 years.
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 it crushed the market.
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.
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 in which the investor reported...
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.
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 large increases to its exposure...
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.
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.
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.
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’s.
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 hedge funds that we track...
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.
Hedge Fund News: Stephen Mandel, Louis Bacon & Starboard Value LP
An up-and-coming hedge fund manager who at one time worked for Stephen Mandel Jr.'s Lone Pine Capital has been taking a beating on a couple of stocks that have drawn widespread...
Hedge Fund News: David Tepper, Kyle Bass & Viking Global
David Tepper, the founder of hedge fund Appaloosa Management, said that he’s short the euro during a talk at the Robin Hood Investors Conference in New York City.
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 with Mr.
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.
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.
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).
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.
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).
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.
Amazon.com 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.
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.
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.
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.
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 their equity positions.
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.
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.
Hedge Fund News: Stephen Mandel, Daniel Loeb & Elliott Management
Stephen Mandel Jr.'s Lone Pine Capital, which lost between 1 percent and 3 percent in its funds in the first half, does not apologize or second-guess its decisions.
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).
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.
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 powerful media conglomerate...
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 the U.S.
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.
