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Stephen Mandel - Lone Pine Capital: Inside a High-Conviction Portfolio episode artwork

EPISODE · Jan 13, 2026 · 10 MIN

Stephen Mandel - Lone Pine Capital: Inside a High-Conviction Portfolio

from PortfolioCasts | Investor Portfolio Podcasts · host PortfolioCasts

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.

What this episode covers

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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Stephen Mandel - Lone Pine Capital: Inside a High-Conviction Portfolio

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How long is this episode of PortfolioCasts | Investor Portfolio Podcasts?

This episode is 10 minutes long.

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This episode was published on January 13, 2026.

What is this episode about?

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...

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