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Steve Mandel
13F | |
| Lone Pine Capital | |
| Last update 2023-02-14 | 30 Stocks (7 new) |
| Value $10.48 Bil | Turnover 15 % |
| Portfolio Report | |
Steve Mandel Profile
Steve Mandel is the founder of Lone Pine Capital, a long/short equity money manager, which he started in 1997. Prior to founding LPC, Mr. Mandel was senior managing director and consumer analyst at Tiger Management Corporation (1990-1997), mass-market retailing analyst at Goldman, Sachs (1984-1990) and senior consultant at Mars and Company (1982-1984).
Lone Pine Capital is named after a tree at his alma mater Dartmouth College that survived a lightning strike. Mandel previously worked at Tiger Management under Julian Robertson.
Steve Mandel Investing Philosophy
Lone Pine Capital invests in public equity markets across the globe, and utilizes long-short strategy. The firm uses fundamental analysis and bottom up stock picking to build the portfolio. Mandel uses both value and growth methodologies, and does not hold many stocks for very long.
Steve Mandel's Portfolio
Steve Mandel Current Holdings
| Ticker |
|---|
| Ticker |
AMD |
MRNA |
ASML |
FND |
CRM |
VAL |
EFX |
FCNCA |
AMZN |
HDB |
MSFT |
UNH |
TSM |
PTC |
TDG |
LPLA |
BBWI |
DKS |
RH |
IBN |
| Ticker | | Company | Industry | Market Cap $Mil | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Industry | Market Cap $Mil | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % |
AMD | Advanced Micro Devices Inc | Semiconductors | 157,835.48 | 3,910,268 | 253,268.06 | New Holding | 2.42 | +2.42% | 0.24 | +51.81% | +51.23% | |
MRNA | Moderna Inc | Biotechnology | 58,191.09 | 1,352,518 | 242,939.28 | New Holding | 2.32 | +2.32% | 0.35 | -24.21% | -16.00% | |
ASML | ASML Holding NV | Semiconductors | 255,508.86 | 236,190 | 129,054.22 | New Holding | 1.23 | +1.23% | 0.06 | +17.71% | +18.78% | |
FND | Floor & Decor Holdings Inc | Retail - Cyclical | 9,910.73 | 1,826,188 | 127,157.47 | New Holding | 1.21 | +1.21% | 1.72 | +30.25% | +33.69% | |
CRM | Salesforce Inc | Software | 190,060.00 | 549,003 | 72,792.31 | New Holding | 0.69 | +0.69% | 0.05 | +46.83% | +43.34% | |
VAL | Valaris Ltd | Oil & Gas | 4,692.05 | 653,320 | 44,177.50 | New Holding | 0.42 | +0.42% | 0.87 | -6.32% | -7.70% | |
EFX | Equifax Inc | Business Services | 24,347.25 | 7,278 | 1,414.55 | New Holding | 0.01 | +0.01% | 0.01 | +1.14% | +1.86% | |
FCNCA | First Citizens BancShares Inc | Banks | 8,418.89 | 175,642 | 133,199.87 | +172.09% | 1.27 | +0.80% | 1.21 | -22.34% | -23.08% | |
AMZN | Amazon.com Inc | Retail - Cyclical | 1,005,563.60 | 9,642,597 | 809,978.15 | +44.20% | 7.73 | +2.37% | 0.09 | +15.11% | +16.82% | |
HDB | HDFC Bank Ltd | Banks | 117,899.70 | 2,902,586 | 198,565.91 | +30.57% | 1.90 | +0.44% | 0.16 | -5.16% | -7.34% | |
MSFT | Microsoft Corp | Software | 2,088,507.96 | 3,495,275 | 838,236.85 | +23.41% | 8.00 | +1.52% | 0.05 | +17.81% | +17.28% | |
UNH | UnitedHealth Group Inc | Healthcare Plans | 444,025.65 | 1,063,600 | 563,899.45 | +13.21% | 5.38 | +0.63% | 0.11 | -10.10% | -9.91% | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | Semiconductors | 481,216.36 | 10,391,400 | 774,055.39 | +8.15% | 7.39 | +0.56% | 0.20 | +24.50% | +25.17% | |
PTC | PTC Inc | Software | 14,392.63 | 2,681,447 | 321,880.90 | +6.41% | 3.07 | +0.18% | 2.27 | +0.37% | +1.38% | |
TDG | TransDigm Group Inc | Aerospace & Defense | 38,431.03 | 775,690 | 488,413.21 | +5.18% | 4.66 | +0.23% | 1.42 | +13.47% | +11.79% | |
LPLA | LPL Financial Holdings Inc | Capital Markets | 15,105.36 | 2,007,322 | 433,922.80 | +1.36% | 4.14 | +0.06% | 2.53 | -10.87% | -11.04% | |
BBWI | Bath & Body Works Inc | Retail - Cyclical | 8,146.36 | 20,630,231 | 869,357.93 | 0% | 8.30 | 0% | 9.03 | -14.62% | -15.02% | |
DKS | Dick's Sporting Goods Inc | Retail - Cyclical | 11,851.26 | 5,015,154 | 603,272.88 | 0% | 5.76 | 0% | 6.01 | +25.49% | +15.90% | |
RH | RH | Retail - Cyclical | 5,333.67 | 1,773,069 | 473,746.31 | 0% | 4.52 | 0% | 7.69 | -8.50% | -9.45% | |
IBN | ICICI Bank Ltd | Banks | 72,403.13 | 11,692,652 | 255,952.15 | 0% | 2.44 | 0% | 0.34 | -3.80% | -5.25% |
Total 37
