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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$20.53B

Overview Activity Holdings

Buys

FLTNEW

Fleetcor Technologies, Inc.

$434.98M

+5.35M shares

HTZNEW

Hertz Global Holdings Inc

$429.84M

+17.33M shares

CCINEW

Crown Castle Inc.

$365.73M

+5.05M shares

COHNEW

Coach Inc

$334.45M

+5.86M shares

AXPNEW

American Express Company

$278.10M

+3.72M shares

Meta Platforms Inc

$245.43M

+9.86M shares

OCNNEW

Onity Group Inc

$224.58M

+5.45M shares

Liberty Global Ltd

$147.69M

+2.01M shares

Liberty Global Ltd

$101.88M

+1.50M shares

ARGNEW

Airgas Inc

$86.15M

+902.5K shares

Asml Holding NV

$81.68M

+1.03M shares

06740CNEW

Barclays Bank Plc

$76.42M

+3.69M shares

DSWNEW

Dsw Inc

$64.85M

+882.7K shares

Cognizant Technology Solutions Corp

$663.83M + $165.46M =$829.29M

8.66M+4.58M (+52.81%)

Ebay Inc

$528.14M + $274.33M =$802.47M

9.74M+5.77M (+59.29%)

Valeant Pharmaceuticals International, Inc.

$368.54M + $321.18M =$689.72M

4.91M+3.10M (+63.10%)

Qualcomm Inc

$594.07M + $10.19M =$604.26M

8.87M+1.02M (+11.46%)

Intuitive Surgical Inc

$436.51M + $151.14M =$587.65M

888.7K+272.4K (+30.65%)

Mead Johnson Nutrition Co

$544.22M + $42.69M =$586.91M

7.03M+381.0K (+5.42%)

Michael Kors Holdings Ltd

$458.58M + $94.96M =$553.55M

8.08M+850.2K (+10.53%)

Sells

ORLYEXIT

O'Reilly Automotive Inc

$213.67M - $213.67M =Closed

-2.09M shares (100%)

AIGEXIT

American International Group Inc

$285.08M - $285.08M =Closed

-7.34M shares (100%)

COFEXIT

Capital One Financial Corporation

$279.10M - $279.10M =Closed

-5.08M shares (100%)

HTHTEXIT

H World Group Limited

$18.35M - $18.35M =Closed

-1.11M shares (100%)

ENOVEXIT

Enovis Corporation

$161.42M - $161.42M =Closed

-3.47M shares (100%)

DVAEXIT

DaVita Inc.

$235.94M - $235.94M =Closed

-1.99M shares (100%)

DISEXIT

Walt Disney Co. (the)

$224.39M - $224.39M =Closed

-3.95M shares (100%)

LULUEXIT

Lululemon Athletica Inc

$335.12M - $335.12M =Closed

-5.38M shares (100%)

PACTEXIT

Pactera Technology International Ltd

$48.91M - $48.91M =Closed

-7.62M shares (100%)

RAXEXIT

Rackspace Hosting Inc

$10.10M - $10.10M =Closed

-200.0K shares (100%)

VMEDEXIT

Virgin Media Inc

$277.16M - $277.16M =Closed

-5.66M shares (100%)

NBISEXIT

Nebius Group N.v.

$39.48M - $39.48M =Closed

-1.71M shares (100%)

Booking Holdings Inc

$1.22B =$1.42B

1.72M left-51.8K (-2.93%)

Alphabet Inc. (formerly Google Inc.)

$1.11B - $281.63M =$829.05M

941.7K left-456.8K (-32.66%)

The Gap, Inc.

$713.49M =$799.40M

19.16M left-998.6K (-4.95%)

Dollar General Corp.

$720.45M - $31.82M =$688.63M

13.66M left-588.6K (-4.13%)

Monsanto Company

$703.76M - $90.49M =$613.28M

6.21M left-455.3K (-6.83%)

Ulta Beauty Inc

$488.55M =$512.57M

5.12M left-890.4K (-14.82%)

Kinder Morgan Inc

$534.47M - $65.50M =$468.97M

12.29M left-1.52M (-11.04%)

Ralph Lauren Corp

$534.44M - $77.43M =$457.01M

2.63M left-526.1K (-16.67%)