Stephen Mandel
5 posts
Steve Mandel’s Lone Pine Capital Reveals Major Portfolio Shifts in Latest 13F FilingThe latest 13F filing from Steve Mandel’s Lone Pine Capital reveals a series of meaningful portfolio adjustments, concentrated among large-cap technology, consumer platforms, an…
Steve Mandel’s Top 10 Positions Make Up 60.18% His PortfolioAccording to his latest 13F filings, Steve Mandel’s top ten positions account for a substantial 60.18% of his $11.58 billion equity portfolio, showcasing a focused investment st…- Stephen Mandel: Invest In Companies Undergoing Significant ChangeIn his recent interview on the Invest Like The Best Podcast, Stephen Mandel discusses his strategy of investing in companies that are undergoing significant multi-year change. H…
- Stephen Mandel: Finding Scuttlebutt On Company ManagementIn his recent interview on the Family Centers’ Titan Series, Stephen Mandel discussed a number of topics including how he finds scuttlebutt on a company’s management, in additio…
- Stephen Mandel – Top 10 Holdings Q12019One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…