FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$24.55B

Overview Activity Holdings

Buys

Amazon.com Inc

$991.53M

+1.94M shares

STZNEW

Constellation Brands Inc

$586.51M

+4.68M shares

Dollar Tree Inc

$342.59M

+5.14M shares

AXPNEW

American Express Company

$318.83M

+4.30M shares

Mobileye NV

$290.80M

+6.39M shares

Activision Blizzard, Inc.

$287.08M

+9.29M shares

TAPNEW

Molson Coors Beverage Company

$161.44M

+1.94M shares

Expedia Group Inc.

$128.77M

+1.09M shares

Charter Communications, Inc.

$1.44B + $245.03M =$1.69B

8.43M+1.17M (+13.92%)

Valeant Pharmaceuticals International, Inc.

$1.18B + $151.38M =$1.33B

5.31M+2.15M (+40.52%)

Jd.com Inc

$1.43B =$1.13B

41.89M+1.61M (+3.83%)

Meta Platforms Inc

$837.21M + $124.92M =$962.13M

9.76M+940.5K (+9.63%)

Fleetcor Technologies, Inc.

$854.99M + $30.48M =$885.48M

5.48M+955.6K (+17.44%)

Allergan Plc

$697.34M + $11.45M =$708.79M

2.30M+309.7K (+13.48%)

Visa Inc

$597.67M + $82.87M =$680.54M

8.90M+868.9K (+9.76%)

The Williams Companies, Inc.

$988.77M =$651.33M

17.23M+446.2K (+2.59%)

Electronic Arts Inc.

$52.83M + $542.19M =$595.02M

794.4K+7.99M (+1005.51%)

Cheniere Energy Inc

$550.17M + $41.11M =$591.28M

7.94M+4.30M (+54.11%)

DaVita Inc.

$433.57M + $139.21M =$572.78M

5.46M+2.46M (+45.15%)

Walgreens Boots Alliance Inc

$438.94M + $125.13M =$564.07M

5.20M+1.59M (+30.58%)

Sells

AAPEXIT

Advance Auto Parts Inc

$193.93M - $193.93M =Closed

-1.22M shares (100%)

ADSKEXIT

Autodesk Inc

$308.41M - $308.41M =Closed

-6.16M shares (100%)

FXEEXIT

Invesco Currencyshares Euro Trust

$2.19B - $2.19B =Closed

-20.00M shares (100%)

HCAEXIT

HCA Healthcare, Inc.

$454.26M - $454.26M =Closed

-5.01M shares (100%)

Liberty Media Corporation

$108.59M - $108.59M =Closed

-3.01M shares (100%)

Liberty Media Corporation

$164.11M - $164.11M =Closed

-4.57M shares (100%)

LOWEXIT

Lowe'S Companies Inc

$472.40M - $472.40M =Closed

-7.05M shares (100%)

MTGEXIT

Mgic Investment Corporation

$141.15M - $141.15M =Closed

-12.40M shares (100%)

SPGIEXIT

S&P Global Inc.

$364.21M - $364.21M =Closed

-3.63M shares (100%)

SWIEXIT

Solarwinds Corporation

$116.18M - $116.18M =Closed

-2.52M shares (100%)

SUNEEXIT

Sunedison, Inc.

$289.04M - $289.04M =Closed

-9.66M shares (100%)

PRGOEXIT

Perrigo Company Plc

$69.48M - $69.48M =Closed

-375.9K shares (100%)

Booking Holdings Inc

$1.37B - $144.92M =$1.23B

992.3K left-199.5K (-16.74%)

Microsoft Corporation

$1.30B - $143.38M =$1.16B

26.11M left-3.31M (-11.26%)

Mastercard Incorporated

$909.25M - $157.29M =$751.95M

8.34M left-1.38M (-14.22%)

Equinix Inc

$763.51M - $38.79M =$724.72M

2.65M left-355.2K (-11.82%)

Nike Inc

$772.98M - $71.94M =$701.03M

5.70M left-1.46M (-20.33%)

Illumina Inc

$1.24B - $605.30M =$634.66M

3.61M left-2.07M (-36.43%)

Adobe Inc.

$750.51M - $239.99M =$510.52M

6.21M left-3.06M (-32.98%)

Fidelity National Financial, Inc.

$432.33M - $133.42M =$298.91M

8.43M left-3.26M (-27.90%)