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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$23.40B

Overview Activity Holdings

Buys

NOCNEW

Northrop Grumman Corp

$402.56M

+2.13M shares

Autodesk Inc

$349.25M

+5.73M shares

Lululemon Athletica Inc

$333.09M

+6.35M shares

Alphabet Inc. (formerly Google Inc.)

$314.55M

+404.3K shares

Alphabet Inc. (formerly Google Inc.)

$313.13M

+412.6K shares

PXDNEW

Pioneer Natural Resources Co

$300.32M

+2.40M shares

Express Scripts Holding Co

$279.12M

+3.19M shares

BUDNEW

Anheuser-Busch Inbev Sa/nv

$185.92M

+1.49M shares

Microsoft Corporation

$1.16B + $356.66M =$1.51B

26.11M+1.15M (+4.39%)

Amazon.com Inc

$991.53M + $500.33M =$1.49B

1.94M+270.3K (+13.95%)

Dollar Tree Inc

$342.59M + $676.26M =$1.02B

5.14M+8.05M (+156.73%)

Visa Inc

$680.54M + $309.71M =$990.26M

9.77M+3.00M (+30.71%)

Constellation Brands Inc

$586.51M + $175.69M =$762.20M

4.68M+666.8K (+14.23%)

The Williams Companies, Inc.

$651.33M + $92.43M =$743.76M

17.68M+11.27M (+63.73%)

Nike Inc

$701.03M + $17.48M =$718.51M

5.70M+5.80M (+101.66%)

Illumina Inc

$634.66M + $58.23M =$692.89M

3.61M+100 (+0.00%)

Ulta Beauty Inc

$535.20M + $126.54M =$661.74M

3.28M+300.6K (+9.17%)

Cheniere Energy Inc

$591.28M =$469.04M

12.24M+350.0K (+2.86%)

Activision Blizzard, Inc.

$287.08M + $149.02M =$436.11M

9.29M+1.97M (+21.22%)

Hdfc Bank Ltd

$326.79M + $35.30M =$362.09M

5.35M+528.8K (+9.89%)

Sells

DVAEXIT

DaVita Inc.

$572.78M - $572.78M =Closed

-7.92M shares (100%)

EXPEEXIT

Expedia Group Inc.

$128.77M - $128.77M =Closed

-1.09M shares (100%)

GRAEXIT

W.r. Grace & Co.

$125.74M - $125.74M =Closed

-1.35M shares (100%)

KSUEXIT

Kansas City Southern

$127.09M - $127.09M =Closed

-1.40M shares (100%)

HOUSEXIT

Anywhere Real Estate Inc.

$36.85M - $36.85M =Closed

-979.2K shares (100%)

SBACEXIT

Sba Communications Corporation

$293.46M - $293.46M =Closed

-2.80M shares (100%)

SCHWEXIT

The Charles Schwab Corporation

$382.59M - $382.59M =Closed

-13.40M shares (100%)

AGNEXIT

Allergan Plc

$708.79M - $708.79M =Closed

-2.61M shares (100%)

ENDPEXIT

Endo Intl Plc

$267.40M - $267.40M =Closed

-3.86M shares (100%)

MBLYEXIT

Mobileye NV

$290.80M - $290.80M =Closed

-6.39M shares (100%)

Booking Holdings Inc

$1.23B - $163.43M =$1.06B

834.4K left-157.8K (-15.91%)

Meta Platforms Inc

$962.13M =$1.02B

9.79M left-916.9K (-8.57%)

Jd.com Inc

$1.13B - $262.50M =$871.01M

27.00M left-16.50M (-37.94%)

Charter Communications, Inc.

$1.69B - $822.58M =$865.62M

4.73M left-4.87M (-50.76%)

Equinix Inc

$724.72M - $86.50M =$638.22M

2.11M left-540.3K (-20.38%)

Mastercard Incorporated

$751.95M - $153.13M =$598.82M

6.15M left-2.19M (-26.29%)

Valeant Pharmaceuticals International, Inc.

$1.33B - $738.51M =$592.53M

5.83M left-1.63M (-21.88%)

Transdigm Group Inc

$470.58M =$496.05M

2.17M left-44.1K (-1.99%)

Electronic Arts Inc.

$595.02M - $152.22M =$442.81M

6.44M left-2.34M (-26.63%)

Adobe Inc.

$510.52M - $133.62M =$376.90M

4.01M left-2.20M (-35.38%)