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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$19.27B

Overview Activity Holdings

Buys

VRXNEW

Valeant Pharmaceuticals International, Inc.

$368.54M

+4.91M shares

CMENEW

Cme Group Inc

$340.31M

+5.54M shares

Virgin Media Inc

$277.16M

+5.66M shares

TMONEW

Thermo Fisher Scientific Inc

$217.77M

+2.85M shares

Liberty Media Corporation

$214.15M

+1.92M shares

HRBNEW

H&R Block, Inc.

$203.14M

+6.90M shares

SBHNEW

Sally Beauty Holdings Inc

$181.45M

+6.18M shares

GRANEW

W.r. Grace & Co.

$115.79M

+1.49M shares

Tesla Inc

$66.61M

+1.76M shares

Nebius Group N.v.

$39.48M

+1.71M shares

RAXNEW

Rackspace Hosting Inc

$10.10M

+200.0K shares

Quad/graphics Inc

$3.82M

+159.7K shares

Dollar General Corp.

$588.33M + $132.12M =$720.45M

13.34M+900.0K (+6.74%)

The Gap, Inc.

$575.08M + $138.41M =$713.49M

18.53M+1.63M (+8.79%)

Monsanto Company

$507.16M + $196.60M =$703.76M

5.36M+1.30M (+24.34%)

News Corporation

$431.87M + $241.68M =$673.55M

16.93M+5.15M (+30.40%)

Qualcomm Inc

$467.33M + $126.74M =$594.07M

7.55M+1.32M (+17.47%)

Dollar Tree Inc

$478.80M + $102.70M =$581.50M

11.80M+202.2K (+1.71%)

Mead Johnson Nutrition Co

$246.99M + $297.23M =$544.22M

3.75M+3.28M (+87.45%)

Ebay Inc

$435.45M + $92.69M =$528.14M

8.54M+1.20M (+14.08%)

Sells

AHEXIT

Accretive Health Inc

$61.65M - $61.65M =Closed

-5.33M shares (100%)

CCIEXIT

Crown Castle Inc.

$208.02M - $208.02M =Closed

-2.88M shares (100%)

METAEXIT

Meta Platforms Inc

$290.91M - $290.91M =Closed

-10.93M shares (100%)

FTREXIT

Frontier Communications Corp

$23.54M - $23.54M =Closed

-5.50M shares (100%)

.

$56.77M - $56.77M =Closed

-1.87M shares (100%)

NTESEXIT

Netease, Inc.

$32.01M - $32.01M =Closed

-752.6K shares (100%)

HLFEXIT

Herbalife Ltd

$76.75M - $76.75M =Closed

-2.33M shares (100%)

Booking Holdings Inc

$1.10B =$1.22B

1.77M left-775 (-0.04%)

Alphabet Inc. (formerly Google Inc.)

$1.10B =$1.11B

1.40M left-154.6K (-9.95%)

Cognizant Technology Solutions Corp

$806.25M - $142.42M =$663.83M

8.66M left-2.25M (-20.61%)

VeriSign Inc

$572.51M - $10.00M =$562.51M

11.90M left-2.85M (-19.31%)

Kinder Morgan Inc

$530.99M =$534.47M

13.82M left-1.21M (-8.06%)

Ralph Lauren Corp

$590.36M - $55.92M =$534.44M

3.16M left-781.3K (-19.84%)

Equinix Inc

$576.23M - $80.13M =$496.11M

2.29M left-501.0K (-17.93%)

Charter Communications, Inc.

$366.56M =$476.85M

4.58M left-230.8K (-4.80%)

Michael Kors Holdings Ltd

$460.66M - $2.08M =$458.58M

8.08M left-952.2K (-10.55%)

Transdigm Group Inc

$397.40M - $6.51M =$390.90M

2.56M left-358.2K (-12.29%)

Wyndham Destinations Inc

$315.62M =$357.72M

5.55M left-383.8K (-6.47%)

Tripadvisor Inc

$275.30M =$341.48M

6.50M left-65.3K (-0.99%)

Visa Inc

$340.65M - $7.96M =$332.69M

1.96M left-288.5K (-12.84%)