Conatus Capital Management’s Top Stock Picks
There are Tiger Cubs, and then there are Tiger Cub Cubs.
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 | $92,262,000 |
| Change This QTR | +0.11% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | ETSY | 505,416 | $10,336,000 | -86% | 11.2% | ||
| 2. | MTN | 37,442 | $7,956,000 | -87% | 8.62% | ||
| 3. | PYPL | 107,875 | $7,942,000 | -91% | 8.6% | ||
| 4. | WP | 105,021 | $7,724,000 | -87% | 8.37% | ||
| 5. | SCHW | 131,881 | $6,775,000 | -87% | 7.34% |