whalstreet

Steve MandelvsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 14 shared positions
Whale A
Steve Mandel
Lone Pine Capital LLC
AUM
$13.6B
Positions
32
Shared %
43.0%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
34.3%
Common holdings · 14
Stocks both whales currently hold — sorted by combined value
StockSteve weightPolen weightSteve valuePolen value
AMZN · Amazon Com Inc.4.1%8.5%$557M$2.0B
MSFT · Microsoft Corp.4.4%8.1%$597M$1.9B
AVGO · Broadcom Inc.4.4%5.2%$599M$1.2B
MA · Mastercard Inc.0.4%5.2%$55M$1.2B
V · Visa, Inc.0.0%5.1%$5M$1.2B
TSM · Taiwan Semiconductor Mfg Ltd.6.8%0.3%$928M$61M
CVNA · Carvana Co.5.5%0.0%$751M$4M
ASML · Asml Holding N.V.4.8%0.1%$647M$12M
NU · Nu Hldgs Ltd.3.6%0.1%$496M$19M
TLN · Talen Energy Corp.3.6%0.0%$484M$506K
CRS · Carpenter Technology Corp.3.0%0.0%$413M$2M
BSX · Boston Scientific Corp.0.1%1.6%$19M$383M
AFRM · Affirm Hldgs Inc.2.1%0.0%$284M$2M
SPOT · Spotify Technology S A0.1%0.2%$10M$42M
Unique to Steve Mandel
Top 10 by value held — not in the other's portfolio
StockWeightValue
VST · Vistra Corp.6.2%$841M
LPLA · Lpl Finl Hldgs Inc.5.4%$741M
BN · Brookfield Corp.5.4%$731M
KKR · Kkr & Co. Inc.4.7%$638M
DASH · Doordash Inc.4.2%$573M
COF · Capital One Financial4.1%$556M
APP · Applovin Corp.3.9%$526M
MDLN · Medline Inc.3.6%$492M
VMC · Vulcan Matls Co.3.5%$480M
PM · Philip Morris Intl Inc.3.1%$424M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
ORCL · Oracle Corp.6.0%$1.4B
LLY · Eli Lilly & Co.5.7%$1.3B
GOOG · Alphabet Inc.5.4%$1.3B
SHOP · Shopify Inc.4.9%$1.2B
NVDA · Nvidia Corp.4.2%$994M
NOW · Servicenow Inc.3.7%$870M
MSCI · Msci Inc.3.3%$764M
ZTS · Zoetis Inc.3.0%$700M
AON · Aon Plc2.8%$652M
IDXX · Idexx Labs Inc.2.8%$650M
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★ WatchlistData from SEC EDGAR · whalstreet.com