Lone Pine Capital LLC 13F holdings and portfolio analysis

準備完了Lone Pine Capital LLC · Stephen Mandel

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Baseline

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Baselinetested
戦略Q&Aリファレンス3件のリファレンスQ&A

このファンドについて事前生成されたQ&A。独自分析の参照コンテキストとして活用してください。

baseline13FChat AI
What does directly following the disclosed baseline portfolio expose an investor to?

Directly following the baseline exposes an investor to a concentrated, cyclical stock-picking book with meaningful implementation drag from filing lag and turnover. The baseline artifact shows top-5 concentration at 31.57%, top-10 at 56.42%, and top-20 at 93.83%, led by VST at 7.43%, CVNA at 6.65%, LPLA at 6.55%, KKR at 5.64%, and AVGO at 5.30%. Sector weight is heaviest in Financials at 24.55%, Information Technology at 20.86%, Consumer Discretionary at 20.37%, and Utilities at 11.72%. The backtest also required 1,048 trades and 5.81 total estimated cost, with risk notes explicitly warning that delayed filing dates materially lag the manager.

↳Show me which baseline holdings and sectors drive most of that concentration risk.
baseline13FChat AI
Which recent baseline periods best explain the risk-return trade-off?

The best example of the baseline trade-off is that its strongest excess periods were very strong, but several weak periods still interrupted the path. In recent period data, 2024-06-30 returned 30.70% versus 9.83% for SPY, a 20.88% excess return, while 2023-09-30 added 16.61% versus 10.11%, a 6.51% excess. But weak stretches were also material: 2024-03-31 returned -4.58% versus 2.31% for SPY (-6.89% excess), 2025-06-30 returned -3.40% versus 4.20% (-7.60% excess), and 2023-12-31 lagged by -3.37%. Turnover stayed elevated in both strong and weak periods, ranging from 24.71% to 49.57% in the recent sample, so the excess return came with active trading and uneven quarter-to-quarter results.

↳Plot the recent baseline excess returns against turnover to see whether higher activity actually helped.
baseline13FChat AI
What should a user inspect next before deciding whether the baseline is acceptable?

A user should inspect three things next: concentration, turnover, and whether the current leaders match their own tolerance for lagged 13F copying. Concentration is high with top-10 weight at 56.42% in the baseline artifact, and the current leaders are VST, CVNA, LPLA, KKR, AVGO, and MSFT. Turnover is also non-trivial, with quarterly turnover hitting 49.57% at 2024-09-30 and 42.85% at 2025-03-31, while the risk notes mention 1,048 trades overall. Finally, recent changes matter: the latest baseline view is still heavy in cyclicals and financials, and the public investor is acting after disclosure lag, which the artifact explicitly flags as a material risk.

↳Show me the baseline’s latest holdings changes together with turnover and concentration by quarter.
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