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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$22.40B

Overview Activity Holdings

Buys

Baidu Inc

$820.79M

+5.29M shares

Twenty-First Century Fox, Inc.

$626.66M

+18.70M shares

MANEW

Mastercard Incorporated

$471.35M

+700.6K shares

DVANEW

DaVita Inc.

$358.58M

+6.30M shares

UNGNEW

United States Natural Gas Fund, LP

$301.62M

+16.50M shares

PNEW

Pandora Media LLC

$253.44M

+10.09M shares

Amazon.com Inc

$241.90M

+773.7K shares

SWINEW

Solarwinds Corporation

$199.89M

+5.70M shares

LOWNEW

Lowe'S Companies Inc

$100.68M

+2.11M shares

Seaworld Entertainment, Inc.

$51.44M

+1.74M shares

BBNEW

Blackberry Ltd

$199.0K

+25.0K shares

Qualcomm Inc

$604.26M + $447.69M =$1.05B

9.89M+5.73M (+57.98%)

Dollar General Corp.

$688.63M + $309.84M =$998.47M

13.66M+4.03M (+29.51%)

Monsanto Company

$613.28M + $363.09M =$976.37M

6.21M+3.15M (+50.71%)

The Gap, Inc.

$799.40M + $99.05M =$898.45M

19.16M+3.15M (+16.44%)

Michael Kors Holdings Ltd

$553.55M + $160.60M =$714.14M

8.93M+658.0K (+7.37%)

American Express Company

$278.10M + $319.61M =$597.70M

3.72M+4.19M (+112.76%)

Cme Group Inc

$448.04M + $115.17M =$563.21M

5.90M+1.72M (+29.23%)

Anywhere Real Estate Inc.

$379.56M + $136.83M =$516.39M

7.90M+4.10M (+51.93%)

Crown Castle Inc.

$365.73M + $97.32M =$463.04M

5.05M+1.29M (+25.50%)

Sells

ARGEXIT

Airgas Inc

$86.15M - $86.15M =Closed

-902.5K shares (100%)

GRAEXIT

W.r. Grace & Co.

$241.09M - $241.09M =Closed

-2.87M shares (100%)

HTZEXIT

Hertz Global Holdings Inc

$429.84M - $429.84M =Closed

-17.33M shares (100%)

JBHTEXIT

J.b. Hunt Transport Services Inc

$204.56M - $204.56M =Closed

-2.83M shares (100%)

ISRGEXIT

Intuitive Surgical Inc

$587.65M - $587.65M =Closed

-1.16M shares (100%)

ISSEXIT

Isoftstone Holdings Ltd

$4.49M - $4.49M =Closed

-870.9K shares (100%)

NWSAEXIT

News Corporation

$448.23M - $448.23M =Closed

-13.76M shares (100%)

QUADEXIT

Quad/graphics Inc

$1.37M - $1.37M =Closed

-56.8K shares (100%)

RLEXIT

Ralph Lauren Corp

$457.01M - $457.01M =Closed

-2.63M shares (100%)

SBHEXIT

Sally Beauty Holdings Inc

$233.15M - $233.15M =Closed

-7.50M shares (100%)

TSLAEXIT

Tesla Inc

$344.41M - $344.41M =Closed

-3.21M shares (100%)

TMOEXIT

Thermo Fisher Scientific Inc

$234.13M - $234.13M =Closed

-2.77M shares (100%)

TRIPEXIT

Tripadvisor Inc

$121.24M - $121.24M =Closed

-1.99M shares (100%)

WBCEXIT

Wabco Holdings Inc.

$78.14M - $78.14M =Closed

-1.05M shares (100%)

Cognizant Technology Solutions Corp

$829.29M =$981.89M

11.96M left-1.28M (-9.68%)

Booking Holdings Inc

$1.42B - $440.37M =$980.18M

969.6K left-748.8K (-43.58%)

Valeant Pharmaceuticals International, Inc.

$689.72M =$811.87M

7.78M left-230.8K (-2.88%)

Ebay Inc

$802.47M - $193.03M =$609.44M

10.92M left-4.59M (-29.60%)

Ulta Beauty Inc

$512.57M =$565.99M

4.74M left-381.6K (-7.45%)

Fleetcor Technologies, Inc.

$434.98M =$502.61M

4.56M left-787.9K (-14.73%)