Stephen Mandel - Lone Pine Capital: Inside a High-Conviction Portfolio
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Stephen Mandel - Lone Pine Capital: Inside a High-Conviction Portfolio
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About this listen
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we break down the portfolio of Stephen Mandel, founder of Lone Pine Capital.
Lone Pine follows a concentrated, research-driven approach focused on high-quality growth businesses.
Holdings covered include:
META, AMZN, MSFT, TSM, UNH, INTU, CRM, BKNG, KKR, COF, SBUX, PM, ASML, EQT, APP, CVNA, LPLA, FLUT, BN, TLN, and more.
This episode explores:• High-conviction portfolio construction• Growth-oriented sector allocation• How Lone Pine identifies long-term winners
⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is based on public disclosures and may be approximate. Always do your own research before investing.
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