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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$24.74B

Overview Activity Holdings

Buys

Comcast Corporation

$750.51M

+13.98M shares

CPNEW

Canadian Pacific Railway Limited

$635.67M

+3.51M shares

WMBNEW

The Williams Companies, Inc.

$284.94M

+4.89M shares

UAANEW

Under Armour Inc

$282.52M

+4.75M shares

JDNEW

Jd.com Inc

$239.63M

+8.41M shares

Spirit Airlines, Inc.

$221.39M

+3.50M shares

Tripadvisor Inc

$118.88M

+1.09M shares

AALNEW

American Airlines Group Inc

$115.33M

+2.68M shares

WSMNEW

Williams-Sonoma Inc

$106.46M

+1.48M shares

Intel Corporation

$71.69M

+2.32M shares

LNGNEW

Cheniere Energy Inc

$40.70M

+567.6K shares

Arista Networks Inc

$33.01M

+529.1K shares

Baidu Inc

$1.19B + $622.96M =$1.81B

7.81M+1.89M (+24.19%)

Cognizant Technology Solutions Corp

$1.45B =$1.44B

28.72M+787.5K (+2.74%)

Valeant Pharmaceuticals International, Inc.

$1.16B + $110.17M =$1.27B

8.82M+1.27M (+14.44%)

S&P Global Inc.

$839.20M + $198.97M =$1.04B

11.00M+1.50M (+13.68%)

Michael Kors Holdings Ltd

$843.53M + $178.21M =$1.02B

9.04M+2.48M (+27.44%)

The Gap, Inc.

$798.16M + $75.08M =$873.24M

19.92M+1.08M (+5.43%)

Mastercard Incorporated

$544.92M + $319.55M =$864.47M

7.29M+4.47M (+61.30%)

Adobe Inc.

$433.91M + $426.42M =$860.32M

6.60M+5.29M (+80.13%)

Sells

BEAVEXIT

B/e Aerospace Inc

$295.49M - $295.49M =Closed

-3.40M shares (100%)

COHEXIT

Coach Inc

$77.95M - $77.95M =Closed

-1.57M shares (100%)

DSWEXIT

Dsw Inc

$249.34M - $249.34M =Closed

-6.95M shares (100%)

DVAEXIT

DaVita Inc.

$251.70M - $251.70M =Closed

-3.66M shares (100%)

METAEXIT

Meta Platforms Inc

$120.48M - $120.48M =Closed

-2.00M shares (100%)

MONEXIT

Monsanto Company

$656.20M - $656.20M =Closed

-5.77M shares (100%)

QCOMEXIT

Qualcomm Inc

$650.83M - $650.83M =Closed

-8.25M shares (100%)

PRKSEXIT

Seaworld Entertainment, Inc.

$63.91M - $63.91M =Closed

-2.11M shares (100%)

WYNDEXIT

Wyndham Destinations Inc

$357.27M - $357.27M =Closed

-4.88M shares (100%)

ENDPEXIT

Endo Intl Plc

$286.87M - $286.87M =Closed

-4.18M shares (100%)

ASMLEXIT

Asml Holding NV

$126.62M - $126.62M =Closed

-1.36M shares (100%)

NBISEXIT

Nebius Group N.v.

$29.83M - $29.83M =Closed

-988.0K shares (100%)

Microsoft Corporation

$1.23B - $76.16M =$1.16B

27.75M left-2.34M (-7.77%)

Sba Communications Corporation

$813.53M =$890.09M

8.70M left-243.1K (-2.72%)

Liberty Global Ltd

$865.52M - $196.75M =$668.77M

15.81M left-5.45M (-25.65%)

Crown Castle Inc.

$668.06M - $42.41M =$625.65M

8.43M left-629.7K (-6.95%)

Twenty-First Century Fox, Inc.

$639.62M - $75.61M =$564.00M

16.05M left-3.96M (-19.80%)

Dollar General Corp.

$573.70M - $165.91M =$407.79M

7.11M left-3.23M (-31.25%)

Jazz Pharmaceuticals Plc

$325.13M - $18.30M =$306.83M

2.09M left-257.4K (-10.98%)

Liberty Global Ltd

$290.47M - $2.17M =$288.30M

6.52M left-462.7K (-6.63%)