Stephen Mandel Portfolio — Lone Pine Capital SEC 13F Live | 스티븐 만델 포트폴리오 실시간 추적
Track Lone Pine Capital's SEC 13F portfolio from archetypal Tiger Cub Stephen Mandel.
대표 Tiger Cub 스티븐 만델의 론파인 캐피털 포트폴리오. SEC 13F 공시 기반 보유 종목.
About Stephen Mandel | 스티븐 만델 소개
The archetypal Tiger Cub who founded Lone Pine in 1997, the textbook growth long/short shop.
대표 Tiger Cub. 1997년 론파인을 창립해 성장주 롱숏의 교과서로 불립니다.
Stephen Mandel's Top 15 Holdings | 스티븐 만델 Top 보유 종목
Based on the latest SEC 13F filing, Stephen Mandel holds a total of 36 stocks through Lone Pine Capital.
최신 SEC 13F 공시 기준, Lone Pine Capital를 통해 총 36개 종목을 보유하고 있습니다.
- VST — 7.42% of portfolio
- ASML — 6.9% of portfolio
- CRS — 5.71% of portfolio
- LPLA — 4.92% of portfolio
- APP — 4.65% of portfolio
- TLN — 4.63% of portfolio
- TER — 4.43% of portfolio
- CVNA — 4.4% of portfolio
- NU — 4.35% of portfolio
- MDLN — 4.18% of portfolio
- GLW — 4.03% of portfolio
- CLH — 4.01% of portfolio
- MTZ — 3.93% of portfolio
- TSM — 3.74% of portfolio
- BN — 3.62% of portfolio
What You Can Track on This Page | 스티븐 만델 페이지 상세 정보
- Complete SEC 13F holdings updated quarterly | 최신 SEC 13F 공시 기반 전체 보유 종목
- Trade history: new buys, additions, sells, and liquidations | 분기별 매매 내역(신규 매수, 추가 매수, 매도, 청산)
- Sector allocation and portfolio concentration analysis | 포트폴리오 섹터 비중 분석
- Assets Under Management (AUM) trend | AUM(운용자산) 변화 추이
- Compare with other legendary investors | 다른 월가 전설 투자자와의 포트폴리오 비교
Top 20 Most-Held Stocks by Legendary Investors | 월가 전설들이 가장 많이 보유한 종목
- 아마존 (AMZN) — 31 legendary investors hold this stock
- 알파벳 (GOOGL) — 31 legendary investors hold this stock
- TSMC (TSM) — 29 legendary investors hold this stock
- 메타 (META) — 28 legendary investors hold this stock
- 마이크로소프트 (MSFT) — 28 legendary investors hold this stock
- 알파벳C (GOOG) — 26 legendary investors hold this stock
- 엔비디아 (NVDA) — 25 legendary investors hold this stock
- 비자 (V) — 23 legendary investors hold this stock
- 애플 (AAPL) — 20 legendary investors hold this stock
- 브로드컴 (AVGO) — 20 legendary investors hold this stock
- 캐피털원 (COF) — 19 legendary investors hold this stock
- 마스터카드 (MA) — 19 legendary investors hold this stock
- 우버 (UBER) — 19 legendary investors hold this stock
- 버크셔 해서웨이 (BRK-B) — 18 legendary investors hold this stock
- S&P 글로벌 (SPGI) — 18 legendary investors hold this stock
- 스포티파이 (SPOT) — 18 legendary investors hold this stock
- 앱러빈 (APP) — 17 legendary investors hold this stock
- ASML HOLDING N V (ASML) — 17 legendary investors hold this stock
- 도어대시 (DASH) — 17 legendary investors hold this stock
- 넷플릭스 (NFLX) — 17 legendary investors hold this stock