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Mandel's Lone Pine Sells Out of Apple (AAPL),Baidu (BIDU) in Q2; Boosts Facebook (FB), Microsft (MSFT) Stakes - 13F

August 14, 2015 4:43 PM EDT

Steve Mandel's Lone Pine Capital filed its 13F for Q215.

The firm liquidated Apple, Baidu, and Michael Kors, and took positions in Perrigo, Horizon Pharma, and Advanced Auto Parts.

Boosted stakes include Facebook, Microsft, and Walgreens Boots Alliance. Lowered positions include Adobe, MasterCard, and Visa.

New Stakes
ADVANCE AUTO PARTS, Inc. (NYSE: AAP) new 1,217,455 share position
Allergan Inc (NYSE: AGN) new 2,297,966 share position
CHARTER COMM-A (NASDAQ: CHTR) (CALL) new 3,050,000 share position
CSX Corp. (NYSE: CSX) (CALL) new 2,760,000 share position
CSX... More

Eminence Capital 13F Shows New Stakes in Arris (ARRS), JPMorgan (JPM), Keurig Green Mountan (GMCR), Sells GoPro (GPRO) (more...)

August 14, 2015 4:27 PM EDT

Eminence Capital released its 13F for the quarter ended June 30, 2015. Below is a summary:

New Stakes
ARRIS Group (NASDAQ: ARRS) new 3,497,138 share position
CANADIAN PACIFIC RAILWAY (NYSE: CP) new 187,170 share position
DIAGEO PLC (NYSE: DEO) new 473,454 share position
FOREST CITY ENTERPRISES (NYSE: FCE-A) new 4,521,000 share position
JPMorgan Chase & Co. (NYSE: JPM) new 2,487,005 share position
Keurig Green Mountain (NASDAQ: GMCR) new 1,080,733 share position
LINKEDIN CORPORATION (NYSE: LNKD) new 553,332 share position... More

Tiger Management Shows New Stakes in Lumber Liquidators (LL), Sony (SNE), (more...)

August 14, 2015 1:47 PM EDT

Tiger Management released its 13F for the quarter ended June 30, 2015. Below is a summary comparing this quarter to last quarter.

New Stakes
Allergan Inc (NYSE: AGN) new 44,500 share position
Concordia Healthcare (NASDAQ: CXRX) new 20,300 share position
Cornerstone Therapeutics, Inc. (NASDAQ: CRTX) new 34,800 share position
DEVRY EDUCATION GROUP, Inc. (NYSE: DV) new 861,000 share position
GRUBHUB, Inc. (NYSE: GRUB) new 31,600 share position
HOUGHTON MIFF (NASDAQ: HMHC) new 68,800 share position
LUMBER LIQUIDATORS HOLDINGS, Inc. (NYSE:... More