whalstreet

Henry EllenbogenvsSteve Mandel

Side-by-side current 13F portfolio comparison · 7 shared positions
Whale A
Henry Ellenbogen
Durable Capital Partners LP
AUM
$10.6B
Positions
40
Shared %
20.5%
Whale B
Steve Mandel
Lone Pine Capital LLC
AUM
$13.6B
Positions
32
Shared %
21.8%
Common holdings · 7
Stocks both whales currently hold — sorted by combined value
StockHenry weightSteve weightHenry valueSteve value
DASH · Doordash Inc.7.7%4.2%$811M$573M
CVNA · Carvana Co.3.7%5.5%$390M$751M
MDLN · Medline Inc.2.7%3.6%$290M$492M
APP · Applovin Corp.1.0%3.9%$110M$526M
AFRM · Affirm Hldgs Inc.2.6%2.1%$274M$284M
CLH · Clean Harbors Inc.1.9%2.4%$196M$323M
BKNG · Booking Holdings Inc.0.9%0.2%$98M$25M
Unique to Henry Ellenbogen
Top 10 by value held — not in the other's portfolio
StockWeightValue
RBC · Rbc Bearings Inc.10.0%$1.1B
MELI · Mercadolibre Inc.5.9%$620M
CPNG · Coupang Inc.5.5%$577M
APG · Api Group Corp.5.4%$575M
XPO · Xpo Inc.5.1%$537M
CIGI · Colliers Intl Group Inc.4.7%$495M
FOUR · Shift4 Pmts Inc.3.9%$416M
FERG · Ferguson Enterprises3.3%$348M
77311W101 · Rocket Cos Inc.3.2%$338M
SHOP · Shopify Inc.3.1%$329M
Unique to Steve Mandel
Top 10 by value held — not in the other's portfolio
StockWeightValue
TSM · Taiwan Semiconductor Mfg Ltd.6.8%$928M
VST · Vistra Corp.6.2%$841M
LPLA · Lpl Finl Hldgs Inc.5.4%$741M
BN · Brookfield Corp.5.4%$731M
ASML · Asml Holding N.V.4.8%$647M
KKR · Kkr & Co. Inc.4.7%$638M
AVGO · Broadcom Inc.4.4%$599M
MSFT · Microsoft Corp.4.4%$597M
AMZN · Amazon Com Inc.4.1%$557M
COF · Capital One Financial4.1%$556M
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★ WatchlistData from SEC EDGAR · whalstreet.com