, another hedge fund manager from Tiger Funds besides Lee Ainslie
of Maverick Capital and John Griffin
of Blue Ridge Capital, just reported his Q2 portfolio. He likes high quality blue chips. Steve Mandel
owns 40 stocks with a total value of $7.4 billion. These are the details of the buys and sells.
buys Mcdonald's Corp., Hewlettpackard Company, Nike Inc., Smithfield Foods Inc., Ecolab Inc., Liberty Media Corporation - Series A Liberty Enter, Melco Crown Entertainment Limited - American Depos, Southwestern Energy Company, Pactiv Corp., Fifth Third Bancorp, Grupo Aeroportuario Del Pacifico S.a.b D, Grupo Aeroportuario Del Sureste S.a. De, Mindray Medical International Ltd., The Progressive Corp., Suntrust Banks Inc., Discovery Communications, Inc, sells Apollo Group Inc., Pepsico Inc., Medco Health Solutions Inc., Las Vegas Sands Corp., Dolby Laboratories Inc., Deckers Outdoor Corp., Ctrip.com International Ltd., Carnival Corp., Activision Blizzard, Inc, Slm Corp. during the 3-months ended 06/30/2009, according to the most recent filings of his investment company, Lone Pine Capital. Continue Reading »