Steve Mandel’s Lone Pine Capital surged 43% in the first half of 2026. We dig into the $25B+ Tiger Cub’s Q2 portfolio, Nebius and Home Depot bets, long-term record, management obsession—and why “duration” may be its most important edge.

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Larry Robbins has built Glenview Capital around fundamental research, concentrated conviction and an unusual willingness to act like an owner. We examine its ~$5.5B Q2 2026 portfolio, CVS activism, healthcare bets, extraordinary early track record—and why hockey may explain more about Robbins than you'd expect. 🏒

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Ron Baron built an investing career around a deceptively difficult idea: find exceptional businesses, back exceptional leaders and wait. We examine Baron Partners Fund, its huge SpaceX and Tesla exposure, long-term compounding record—and the concentration risk that comes with conviction.

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Steve Cohen didn't simply build another hedge fund.

He engineered an institutional investment machine.

Discover how Point72's Academy, 200+ autonomous investment pods, Cubist quantitative platform, and disciplined organizational design transformed it into one of Wall Street's most formidable alpha factories.

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David Einhorn didn't become famous by following Wall Street—he became famous by questioning it. From exposing Lehman Brothers to building Greenlight Capital into a legendary value-investing firm, here's what investors can learn from one of finance's sharpest independent thinkers.

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Bill Ackman is opening the gates to his investing empire—but is this IPO a golden ticket or a cleverly packaged trade-off? From NAV discounts to DIY replication, here’s the real audit behind the hype.

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Ken Fisher didn’t chase alpha in 2025—he owned the market’s center of gravity. A $300B portfolio, 1,000+ stocks, and one clear message: sometimes the obvious winners win.

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Davidson Kempner’s 2025 wasn’t about chasing hype—it was about building a shadow bank. From asset-backed credit to tech anchors and restructurings, here’s the fun, smart deep dive.

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After founder drama and a rogue researcher scandal, Two Sigma still hit $70B in AUM in 2025. Did the quant engine really win? Here’s the fun, honest scorecard behind the numbers.

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After years in the valuation wilderness, Tiger Global came roaring back in 2025. Fewer bets, more conviction, heavy AI infrastructure exposure—and a +33% private fund rebound. Here’s what actually worked, what they cut, and what retail investors can steal from the Tiger’s new playbook. 🐅📈

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