Stephen Mandel · quarter digest
What Stephen Mandel did in Q2 2024
Lone Pine Capital filed 1 moves in Q2 2024: 1 new, 0 add, 0 trim, 0 exit.
13F filed 2024-08-14. Manager quality score: q9. Philosophy: Long-only growth at a reasonable price. Deep research. Tiger Cub.
New positions · 1
Fresh money
NEW·5.0% book·−2
“Lone Pine first META.”
Current top holdings
Stephen Mandel’s book, latest snapshot
Other quarters for Stephen Mandel
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
More by topic:Foundations