A New Tiger Cub(‘s Cub)

Long time Blue Ridge Capital analyst Rick Gerson is starting his own firm with a solid $1.2B launch…not a bad seed!

We have talked about the Tiger Cubs in our book and blog quite a bit before, but it has been awhile so below is a summary of the top 10 most popular stocks owned by 21 Tiger Cubs since 2000, some solid outperformance.  Top holdings currently include GOOG, AAPL, PCLN, QCOM, and MA.

(Not related but here is GMOs latest quarterly letter as well.)


Source: AlphaClone