Top TMT Hedge Funds manage $188 billion, Egerton Capital and LMR Partners lead list higher

November 2nd, 2015
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The latest Top Technology, Media and Telecom Hedge Fund list has been released, revealing that the top 75 Funds currently manage $182 billion in assets. Overall, the Top 75 TMT Hedge Funds have seen their equity assets jump by a combined $26.3 billion, or 16.9% year-to-date.

Notably, twenty-one of the hedge funds on the TMT list have seen their assets increase by more than $200 million this year. Leading the gainers are Hillhouse Capital Management (+$2.1B), Tiger Global Management (+$1.3B) and Blue Ridge Capital (+678M).

For the third consecutive quarter, Steve Mandel’s Lone Pine Capital held on to the top spot on the list. Lone Pine’s sector favorites include 6.4% of its portfolio in JD.com (JD), 5.2% in Microsoft Corp (MSFT), 4.1% in Charter Communications (CHTR), and 3.7% in Facebook (FB).

With $9.5 billion in TMT Assets, Philippe Laffont’s Coatue Capital hung on to the #2 spot on the list for the third consecutive quarter. Like Lone Pine, Coatue is a fan of Facebook (7.5% of its portfolio), JD.com (5.1%), Charter Communications (4.5%) and Microsoft Corp (3.7%). The hedge fund’s other tech favorites include 10.7% of its portfolio in Apple (AAPL), 6.0% in Avago Technologies (AVGO), and 3.8% in Electronic Arts.
Not surprisingly, Manhattan is home to 42 of the top 75 TMT funds. While Manhattan is king, the Bay Area is still very much relevant, claiming the headquarters for 9 of the top hedge funds.

Ranking Methodology: The Top 50 TMT Hedge Fund rankings are compiled on a quarterly basis using hedge fund firms’ overall U.S. equity assets under management. The TMT list includes the top hedge funds that have more than 50% of their U.S. equity assets invested in U.S. listed Technology, Media and Telecom companies. To view the Top TMT Hedge Fund list in its entirety, please visit the Top Hedge Fund portal. .
For Detailed Investor Profiles on these Investors, click below:
Blue Ridge Capital
Coatue Capital
Lone Pine Capital
Tiger Global Management
Coatue Capital
Egerton Capital LP
LMR Partners LLP
Lone Pine Capital
Coatue Capital
Egerton Capital LP
LMR Partners LLP
Lone Pine Capital
Related People: Andrew Manuel; Andrew Manuel; Ben Levine; Ben Levine; Bill Bollinger*; Bill Bollinger*; Chase Coleman; David Craver; David Craver; David Craver; David Scully (CMO); David Scully (CMO); David Scully (CMO); Feroz Dewan; Helen Avery*; Helen Avery*; Jeff Blumberg; Jeff Blumberg; John Armitage; John Armitage; John Griffin; Julian Robertson; Kerry Tyler; Kerry Tyler; Kerry Tyler; Mala Gaonkar; Mala Gaonkar; Mala Gaonkar; Marco Tablada; Marco Tablada; Marco Tablada; Mark Standish; Mark Standish; Neeraj Chandra; Philippe Laffont; Philippe Laffont; Philippe Laffont; Stefan Renold; Stefan Renold; Steve Mandel; Steve Mandel; Steve Mandel; Steve Mandel; Steve Mandel; Steve Mandel; Thomas Laffont; Thomas Laffont; Thomas Laffont
Related Entities: Egerton Capital European; Egerton Capital European; Egerton Capital Hedge Fund; Egerton Capital Hedge Fund; Egerton Capital Partners; Egerton Capital Partners; Egerton European Equity Fund Ltd; Egerton European Equity Fund Ltd; Egerton European Fund; Egerton European Fund; Egerton Investment Partners LP; Egerton Investment Partners LP; Goldman Sachs; Goldman Sachs; Blue Ridge Capital LP; Blue Ridge Offshore LP; Coatue Capital; Coatue Capital; Coatue Capital; Coatue Offshore funds; Coatue Offshore funds; Coatue Offshore funds; Coatue Qualified Partners LP; Coatue Qualified Partners LP; Coatue Qualified Partners LP; Egerton Capital Limited Partnership; Egerton Capital Limited Partnership; Lone Balsam LP; Lone Balsam LP; Lone Balsam LP; Lone Cascade; Lone Cascade; Lone Cascade; Lone Cypress Funds; Lone Cypress Funds; Lone Cypress Funds; Lone Dragon Pine; Lone Dragon Pine; Lone Dragon Pine; Lone Juniper; Lone Juniper; Lone Juniper; Lone Pine Capital (LPC); Lone Pine Capital (LPC); Lone Pine Capital (LPC); Lone Pine Sierra LP; Lone Pine Sierra LP; Lone Pine Sierra LP; Lone Sequoia LP; Lone Sequoia LP; Lone Sequoia LP; Lone Spruce LP; Lone Spruce LP; Lone Spruce LP; Tiger Global Funds; Tiger Management Corporation; Tiger Management*; Tiger Management*; Tiger Management*; Tiger Technology LP; UBS; UBS
Related Article Tags: Investment Management, Fund Manager and General Financial News


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