There are Tiger Cubs, and then there are Tiger Cub Cubs. David Stemerman, who founded Conatus Capital Management in 2008, is one of the latter: he previously worked at billionaire (and Tiger Cub) Stephen Mandel’s Lone Pine Capital. He also has degrees from both Harvard Business School and Harvard Law School. Conatus, despite being a relatively new fund, already has about $2 billion in total assets under management.
| Fund Name: | Conatus Capital Management |
| Manager | David Stemerman |
| Portfolio Value | $92,262,000 |
| Change This QTR | +0.11% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | ETSY | 505,416 | $10,336,000 | -86% | 11.2% | ||
| 2. | MTN | 37,442 | $7,956,000 | -87% | 8.62% | ||
| 3. | PYPL | 107,875 | $7,942,000 | -91% | 8.6% | ||
| 4. | WP | 105,021 | $7,724,000 | -87% | 8.37% | ||
| 5. | SCHW | 131,881 | $6,775,000 | -87% | 7.34% |
