whal
street
Steve Mandel
vs
Daniel Loeb
Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
Steve Mandel
Lone Pine Capital LLC
AUM
$13.6B
Positions
32
Shared %
39.5%
Whale B
Daniel Loeb
Third Point LLC
AUM
$7.3B
Positions
44
Shared %
31.3%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
Stock
Steve weight
Daniel weight
Steve value
Daniel value
AMZN
· Amazon Com Inc.
4.1%
6.9%
$557M
$500M
TSM
· Taiwan Semiconductor Mfg Ltd.
6.8%
1.8%
$928M
$129M
MSFT
· Microsoft Corp.
4.4%
6.1%
$597M
$447M
BN
· Brookfield Corp.
5.4%
3.9%
$731M
$285M
VST
· Vistra Corp.
6.2%
2.2%
$841M
$162M
LPLA
· Lpl Finl Hldgs Inc.
5.4%
2.5%
$741M
$182M
COF
· Capital One Financial
4.1%
3.7%
$556M
$267M
CRS
· Carpenter Technology Corp.
3.0%
3.4%
$413M
$247M
SPOT
· Spotify Technology S A
0.1%
0.8%
$10M
$58M
Unique to Steve Mandel
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
CVNA
· Carvana Co.
5.5%
$751M
ASML
· Asml Holding N.V.
4.8%
$647M
KKR
· Kkr & Co. Inc.
4.7%
$638M
AVGO
· Broadcom Inc.
4.4%
$599M
DASH
· Doordash Inc.
4.2%
$573M
APP
· Applovin Corp.
3.9%
$526M
NU
· Nu Hldgs Ltd.
3.6%
$496M
MDLN
· Medline Inc.
3.6%
$492M
TLN
· Talen Energy Corp.
3.6%
$484M
VMC
· Vulcan Matls Co.
3.5%
$480M
Unique to Daniel Loeb
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
PCG
· Pg&E Corp.
7.6%
$551M
NVDA
· Nvidia Corp.
7.6%
$550M
907818108
· Union Pac Corp.
5.8%
$419M
CRH
· Crh Plc
4.5%
$324M
SGI
· Somnigroup International Inc.
4.2%
$304M
NSC
· Norfolk Southn Corp.
3.9%
$282M
TDS
· Telephone & Data Sys Inc.
3.8%
$274M
CASY
· Caseys Gen Stores Inc.
3.5%
$251M
LYV
· Live Nation Entertainment In
3.4%
$246M
CSGP
· Costar Group Inc.
2.9%
$213M
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Data from SEC EDGAR · whalstreet.com