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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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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Baillie Gifford invests like a time traveler—betting on companies that could dominate the next decade. But with great upside comes serious volatility. Here’s the full 2026 breakdown.

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A 40% year, a 7-year mindset, and a bold bet on global growth—Baillie Gifford’s Emerging Markets fund might be one of the most interesting long-term plays today.

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ARKK crushed 2025, face-planted in early 2026, and reminded everyone why Cathie Wood’s fund is the wildest ride in innovation investing. Fun, data-driven, and brutally honest about the volatility.

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Biotech heavyweight Baker Bros still owns over 25% of ACADIA Pharmaceuticals (ACAD), and the stock is heating up. With expanding revenue, a rich CNS pipeline, and smart money backing it, is this the comeback story investors have been waiting for?

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