FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$25.59B

Overview Activity Holdings

Buys

Meta Platforms Inc

$682.79M

+8.64M shares

Charter Communications, Inc.

$470.13M

+3.11M shares

MHKNEW

Mohawk Industries, Inc.

$416.61M

+3.09M shares

Abbvie Inc.

$303.08M

+5.25M shares

HUMNEW

Humana Inc

$283.27M

+2.17M shares

Autodesk Inc

$242.52M

+4.40M shares

TWXNEW

Time Warner Inc

$129.07M

+1.72M shares

Valeant Pharmaceuticals International, Inc.

$1.27B + $168.87M =$1.44B

10.09M+896.5K (+8.89%)

Michael Kors Holdings Ltd

$1.02B + $117.25M =$1.14B

11.53M+4.43M (+38.43%)

Mastercard Incorporated

$864.47M + $250.45M =$1.11B

11.77M+3.32M (+28.19%)

Fleetcor Technologies, Inc.

$795.89M + $140.57M =$936.46M

6.04M+550.6K (+9.12%)

Booking Holdings Inc

$832.05M + $12.86M =$844.91M

691.6K+37.6K (+5.44%)

Comcast Corporation

$750.51M + $88.58M =$839.10M

13.98M+1.62M (+11.60%)

Tiffany & Co.

$424.95M + $234.97M =$659.92M

4.24M+2.61M (+61.65%)

Dollar General Corp.

$407.79M + $160.89M =$568.68M

7.11M+2.20M (+30.90%)

Equinix Inc

$483.04M + $79.83M =$562.87M

2.30M+349.8K (+15.22%)

Cheniere Energy Inc

$40.70M + $512.06M =$552.76M

567.6K+6.34M (+1116.86%)

Wynn Resorts Ltd

$429.87M + $94.89M =$524.76M

2.07M+733.9K (+35.44%)

Transdigm Group Inc

$163.81M + $165.55M =$329.37M

979.4K+807.4K (+82.44%)

Spirit Airlines, Inc.

$221.39M + $73.32M =$294.70M

3.50M+761.7K (+21.76%)

Sells

AALEXIT

American Airlines Group Inc

$115.33M - $115.33M =Closed

-2.68M shares (100%)

ANEXIT

Autonation Inc

$302.42M - $302.42M =Closed

-5.07M shares (100%)

CTRPEXIT

Trip.com Group Limited

$74.22M - $74.22M =Closed

-1.16M shares (100%)

IBNEXIT

Icici Bank Limited

$32.92M - $32.92M =Closed

-659.7K shares (100%)

JDEXIT

Jd.com Inc

$239.63M - $239.63M =Closed

-8.41M shares (100%)

LLEXIT

Ll Flooring Holdings Inc (fka Lumber Liquidators Holdings Inc)

$198.98M - $198.98M =Closed

-2.62M shares (100%)

OIIEXIT

Oceaneering International Inc

$297.67M - $297.67M =Closed

-3.81M shares (100%)

SFUNEXIT

Fang Holdings Limited

$248.29M - $248.29M =Closed

-25.36M shares (100%)

FOXAEXIT

Twenty-First Century Fox, Inc.

$564.00M - $564.00M =Closed

-16.05M shares (100%)

WMBEXIT

The Williams Companies, Inc.

$284.94M - $284.94M =Closed

-4.89M shares (100%)

Liberty Global Ltd

$288.30M - $288.30M =Closed

-6.52M shares (100%)

Baidu Inc

$1.81B - $25.74M =$1.79B

8.19M left-1.51M (-15.61%)

Microsoft Corporation

$1.16B - $121.58M =$1.04B

22.34M left-5.41M (-19.50%)

Sba Communications Corporation

$890.09M =$961.59M

8.67M left-30.0K (-0.34%)

S&P Global Inc.

$1.04B - $123.28M =$914.89M

10.83M left-1.67M (-13.36%)

Cognizant Technology Solutions Corp

$1.44B - $634.39M =$808.93M

18.07M left-11.44M (-38.77%)

Adobe Inc.

$860.32M - $66.92M =$793.40M

11.47M left-422.5K (-3.55%)

Canadian Pacific Railway Limited

$635.67M =$727.74M

3.51M left-1.6K (-0.05%)

Crown Castle Inc.

$625.65M =$631.83M

7.85M left-579.2K (-6.87%)

Under Armour Inc

$282.52M =$312.23M

4.52M left-230.5K (-4.85%)