Tracking Michael Price's MFP Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Michael Price's MFP Portfolio US long stock portfolio as of Q2 2014. Please check out our previous update to have an idea on how the portfolio is progressing:







To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Edward Lampert's RBS Partners Portfolio - Q2 2014 Update

Below is a spreadsheet that shows the changes to Edward Lampert's RBS Partners US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:



 To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Jim Chanos' Kynikos Portfolio - Q2 2014 Update

Below is a spreadsheet that shows the changes to Jim Chanos' Kynikos US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:






As Kynikos is focused on short-selling, his long positions covered in the 13F are probably hedged. For an introduction to short-selling, check-out the book "Short Stories from the Stock Market: Uncovering Common Themes Behind Falling Stocks to Find Uncommon Short Ideas".

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.  

Tracking Dinakar Singh's TPG-Axon Portfolio - Q2 2014 Update

Below is a spreadsheet that shows the changes to Dinakar Singh's TPG-Axon US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:



To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.  

Tracking Mark McGoldrick & Jason Maynard's Mount Kellett Capital Management Portfolio - Q2 2014 Update

Below is a spreadsheet that shows the changes to Mark McGoldrick & Jason Maynard's Mount Kellett Capital Management US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:






To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.  

Tracking Larry Robbins' Glenview Capital Holdings - Q2 2014 Update

Below is a spreadsheet that shows the changes to Larry Robbins' Glenview Capital Holdings US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:



 To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Robert & Jeffrey Bruce's Bruce Fund Holdings - Q2 2014 Update

Below is a spreadsheet that shows the changes to Robert & Jeffrey Bruce's Bruce Fund Holdings US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:



 To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Eric Mindich's Eton Park Capital Holdings - Q2 2014 Update

Below is a spreadsheet that shows the changes to Eric Mindich's Eton Park Capital US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:






To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking John Griffin's Blue Ridge Capital Holdings - Q2 2014 Update

Below is a spreadsheet that shows the changes to John Griffin's Blue Ridge Capital Holdings US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:



John Griffin is a "tiger cub" who posted an outstanding 65% return in 2007 and followed it up with just an 8% loss during the financial crisis. To know more about Julian Robertson and his legendary Tiger Management, check out Julian Robertson: A Tiger in the Land of Bulls and Bears.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy

Tracking Chase Coleman's Tiger Global Holdings - Q2 2014 Update

Below is a spreadsheet that shows the changes to Chase Coleman's Tiger Global Holdings US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:



Chase Coleman is a "tiger cub" who is best known for a stunning 44% annualized return during the 2001-2008 period. To know more about Julian Robertson and his legendary Tiger Management, check out Julian Robertson: A Tiger in the Land of Bulls and Bears.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Philippe Laffont's Coatue Management Holdings - Q2 2014 Update

Below is a spreadsheet that shows the changes to Philippe Laffont's Coatue Management US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:






Philippe Laffont is one of the most successful among the "tiger cubs". To know more about Julian Robertson and his legendary Tiger Management, check out Julian Robertson: A Tiger in the Land of Bulls and Bears.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Stephen Mandel's Lone Pine Capital Holdings - Q2 2014 Update

Below is a spreadsheet that shows the changes to Stephen Mandel's Lone Pine Capital US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:



 Stephen Mandel is a bonafide "tiger cub". To know more about Julian Robertson and his legendary Tiger Management, check out Julian Robertson: A Tiger in the Land of Bulls and Bears.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Leon Cooperman's Omega Advisors Portfolio - Q2 2014 Update

Below is a spreadsheet that shows the changes to Leon Cooperman's Omega Advisors US long portfolio holdings as of Q2 2014. To have an idea of how the holdings have progressed click on our previous update:



 To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking WIlbur Ross's Holdings - Q2 2014 Update

Below is a spreadsheet that shows changes to Wilbur Ross's US long portfolio as of Q2 2014. To see how his portfolio has progressed, click on our previous update:






To know more about Wilbur Ross, check out the book The Vulture Investors.

To learn more about their investing style and philosophy and how to profit from such strategies, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .

Tracking Michael Dell's MSD Capital Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Michael Dell's MSD Capital US long stock portfolio as of Q2 2014. For a look at how his portfolio has progressed, see our previous update:






To know more about Michael Dell, check-out the book Direct from Dell: Strategies that Revolutionized an Industry.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Stanley Druckenmiller's Duquesne Family Office US long stock portfolio as of Q2 2014. For a look at how his portfolio has progressed, see our previous update:






To know more about Druckenmiller's trend-following trading style check out Trend Following: Learn to Make Millions in Up or Down Markets.

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .

Tracking Charles Akre's Akre Capital Management Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Charles Akre's Akre Capital Management US long stock portfolio as of Q2 2014. Please check out our previous update to have an idea on how the portfolio is progressing:



To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .

  

Tracking Francis Chou's Chou Associates Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Francis Chou's Chou Associates US long stock portfolio as of Q2 2014. For a look at how his portfolio has progressed, see our previous update:



 To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .



Tracking Richard C. Blum's Blum Capital Partners Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Richard C. Blum's Blum Capital Partners US long stock portfolio as of Q2 2014. Please check out our previous update to have an idea on how the portfolio is progressing:






To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Bill & Melinda Gates Foundation Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Bill & Melinda Gates Foundation's US long stock portfolio as of Q2 2014. Please check out our previous update to have an idea on how the portfolio is progressing:



o know more about Gates and the Foundation, check-out the book Bill Gates: The Inspirational Life Story of Bill Gates; Businessman, Inventor, and the World's Most Remarkable Philanthropist.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy



Tracking Jeffrey Ubben's ValueAct Holdings - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Jeffrey Ubben's ValueAct Capital US long stock portfolio as of Q2 2014. Please check out our previous update to have an idea on how the portfolio is progressing:



To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy






Tracking Robert Karr's Joho Capital Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Robert Karr's Joho Capital US long stock portfolio as of Q2 2014. Please check out our previous update to have an idea on how the portfolio is progressing:



To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy



Tracking Joel Greenblatt's Gotham Asset Managent Holdings - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Joel Greenblatt's Gotham Asset Management US long stock portfolio as of Q1 2014. Please check out our previous update to have an idea on how the portfolio is progressing:



To learn more about Joel Greenblatt and his investing philosophy, check-out his best-selling books "You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits" and "The Little Book That Beats the Market".



To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Nelson Peltz's Trian Fund Holdings Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Nelson Peltz's Trian Fund Holdings US long stock portfolio as of Q2 2014. Please check out our previous update to have an idea on how the portfolio is progressing:



To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Wallace Weitz's Weitz Investment Managent Holdings - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Wallace R. Weitz's Weitz Investment Management US long stock portfolio as of Q2 2014. Please check out our previous update to have an idea on how the portfolio is progressing:



To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Indirect routes to Alibaba: Yahoo vs Softbank

Below is a spreadsheet that illustrates the expected sensitivity of Yahoo and Softbank stock prices relative to the changes in Alibaba's stock price post-IPO. For a detailed analysis, please check-out our article in Seeking Alpha:


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