FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$23.25B

Overview Activity Holdings

Buys

Microsoft Corporation

$1.01B

+27.12M shares

ICENEW

Intercontinental Exchange Inc

$508.32M

+2.26M shares

Sba Communications Corporation

$490.22M

+5.46M shares

06742ENEW

Barclays Bank Plc

$425.07M

+9.99M shares

S&P Global Inc.

$424.10M

+5.42M shares

Endo Health Solutions Inc

$292.78M

+4.34M shares

TWNEW

Towers Watson & Co

$140.13M

+1.10M shares

LLNEW

Ll Flooring Holdings Inc (fka Lumber Liquidators Holdings Inc)

$50.92M

+494.9K shares

Fang Holdings Limited

$3.71M

+45.0K shares

Dollar General Corp.

$998.47M + $141.85M =$1.14B

17.68M+1.22M (+6.90%)

Baidu Inc

$820.79M + $138.62M =$959.41M

5.29M+104.3K (+1.97%)

Mastercard Incorporated

$471.35M + $322.83M =$794.18M

700.6K+250.0K (+35.68%)

Crown Castle Inc.

$463.04M + $298.23M =$761.27M

6.34M+4.03M (+63.51%)

Twenty-First Century Fox, Inc.

$626.66M + $91.03M =$717.69M

18.70M+1.71M (+9.12%)

Anywhere Real Estate Inc.

$516.39M + $98.54M =$614.92M

12.00M+426.8K (+3.56%)

DaVita Inc.

$358.58M + $178.21M =$536.79M

6.30M+2.17M (+34.41%)

Ulta Beauty Inc

$565.99M =$464.18M

4.74M+71.2K (+1.50%)

Wyndham Destinations Inc

$347.91M + $115.04M =$462.95M

5.71M+576.2K (+10.10%)

Dollar Tree Inc

$437.17M + $21.42M =$458.59M

7.65M+480.0K (+6.28%)

Transdigm Group Inc

$354.55M + $91.26M =$445.81M

2.56M+212.4K (+8.31%)

Sells

AMZNEXIT

Amazon.com Inc

$241.90M - $241.90M =Closed

-773.7K shares (100%)

06740CEXIT

Barclays Bank Plc

$216.96M - $216.96M =Closed

-3.69M shares (100%)

BBEXIT

Blackberry Ltd

$199.0K - $199.0K =Closed

-25.0K shares (100%)

HRBEXIT

H&R Block, Inc.

$61.42M - $61.42M =Closed

-2.30M shares (100%)

CPEXIT

Canadian Pacific Railway Limited

$19.87M - $19.87M =Closed

-161.1K shares (100%)

EBAYEXIT

Ebay Inc

$609.44M - $609.44M =Closed

-10.92M shares (100%)

EQIXEXIT

Equinix Inc

$397.99M - $397.99M =Closed

-2.17M shares (100%)

Alphabet Inc. (formerly Google Inc.)

$357.18M - $357.18M =Closed

-407.8K shares (100%)

GRFSEXIT

Grifols S.a.

$134.38M - $134.38M =Closed

-4.45M shares (100%)

KMIEXIT

Kinder Morgan Inc

$388.19M - $388.19M =Closed

-10.91M shares (100%)

OCNEXIT

Onity Group Inc

$294.31M - $294.31M =Closed

-5.28M shares (100%)

PEXIT

Pandora Media LLC

$253.44M - $253.44M =Closed

-10.09M shares (100%)

VEXIT

Visa Inc

$237.64M - $237.64M =Closed

-1.24M shares (100%)

Cognizant Technology Solutions Corp

$981.89M =$1.08B

10.74M left-1.21M (-10.15%)

Booking Holdings Inc

$980.18M =$1.03B

884.8K left-84.8K (-8.75%)

Qualcomm Inc

$1.05B - $115.76M =$936.19M

12.61M left-3.02M (-19.31%)

Valeant Pharmaceuticals International, Inc.

$811.87M =$910.61M

7.76M left-25.2K (-0.32%)

The Gap, Inc.

$898.45M - $94.57M =$803.88M

20.57M left-1.74M (-7.78%)

Monsanto Company

$976.37M - $296.83M =$679.53M

5.83M left-3.52M (-37.68%)

American Express Company

$597.70M - $47.62M =$550.09M

6.06M left-1.85M (-23.40%)