FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$21.67B

Overview Activity Holdings

Buys

Charter Communications, Inc.

$1.10B

+4.79M shares

Shire Plc

$465.57M

+2.53M shares

Activision Blizzard, Inc.

$407.92M

+10.29M shares

SHWNEW

The Sherwin-Williams Company

$335.86M

+1.14M shares

Booking Holdings Inc

$1.02B + $378.78M =$1.40B

791.6K+329.1K (+41.57%)

Dollar Tree Inc

$957.07M + $302.18M =$1.26B

11.61M+1.76M (+15.13%)

Constellation Brands Inc

$890.86M + $211.70M =$1.10B

5.90M+769.8K (+13.06%)

Nike Inc

$737.42M + $273.06M =$1.01B

12.00M+6.31M (+52.59%)

Yum! Brands Inc

$123.80M + $703.10M =$826.90M

1.51M+8.46M (+559.29%)

Monster Beverage Corp

$148.66M + $516.93M =$665.59M

1.11M+3.03M (+271.59%)

Transdigm Group Inc

$466.65M + $161.04M =$627.69M

2.12M+262.6K (+12.40%)

Alphabet Inc. (formerly Google Inc.)

$580.23M + $31.51M =$611.74M

778.9K+105.0K (+13.48%)

Anheuser-Busch Inbev Sa/nv

$234.09M + $319.97M =$554.06M

1.88M+2.33M (+124.07%)

Lululemon Athletica Inc

$351.15M + $196.18M =$547.33M

5.19M+2.22M (+42.89%)

Vulcan Materials Co

$342.76M + $111.32M =$454.08M

3.25M+525.9K (+16.20%)

PayPal Holdings, Inc.

$402.60M + $1.93M =$404.54M

10.43M+650.0K (+6.23%)

Electronic Arts Inc.

$126.31M + $143.04M =$269.35M

1.91M+1.64M (+86.08%)

Commscope Holding Company, Inc.

$23.82M + $84.57M =$108.38M

853.0K+2.64M (+309.49%)

Sears Holdings Corporation

$30.77M + $16.86M =$47.63M

2.01M+1.49M (+74.13%)

Sells

BXLTEXIT

Baxalta Incorporated

$427.89M - $427.89M =Closed

-10.59M shares (100%)

CHTREXIT

Charter Communications, Inc.

$928.93M - $928.93M =Closed

-4.59M shares (100%)

DEOEXIT

Diageo Plc

$307.43M - $307.43M =Closed

-2.85M shares (100%)

ILMNEXIT

Illumina Inc

$271.56M - $271.56M =Closed

-1.68M shares (100%)

JDEXIT

Jd.com Inc

$585.10M - $585.10M =Closed

-22.08M shares (100%)

AGNEXIT

Allergan Plc

$479.57M - $479.57M =Closed

-1.79M shares (100%)

HZNPEXIT

Horizon Therapeutics Public Limited Company

$231.93M - $231.93M =Closed

-14.00M shares (100%)

Meta Platforms Inc

$1.30B - $51.92M =$1.25B

10.94M left-472.3K (-4.14%)

Amazon.com Inc

$1.18B - $2.80M =$1.18B

1.64M left-342.5K (-17.24%)

Microsoft Corporation

$1.42B - $538.17M =$885.19M

17.30M left-8.47M (-32.88%)

Equinix Inc

$768.68M =$830.12M

2.14M left-183.4K (-7.89%)

Fleetcor Technologies, Inc.

$878.28M - $55.21M =$823.07M

5.75M left-153.9K (-2.61%)

Ulta Beauty Inc

$651.54M =$812.02M

3.33M left-30.1K (-0.89%)

Northrop Grumman Corp

$643.13M - $54.74M =$588.39M

2.65M left-602.7K (-18.55%)

Visa Inc

$572.48M - $37.88M =$534.60M

7.21M left-277.6K (-3.71%)

Adobe Inc.

$475.86M =$478.80M

5.00M left-74.7K (-1.47%)

Mastercard Incorporated

$479.74M - $42.20M =$437.53M

4.97M left-108.0K (-2.13%)

Alphabet Inc. (formerly Google Inc.)

$492.73M - $376.64M =$116.09M

165.0K left-480.9K (-74.45%)

Proshares Trust II

$57.99M - $53.27M =$4.71M

100.0K left-2.90M (-96.67%)

06742E

Barclays Bank Plc

$52.86M - $51.48M =$1.38M

100.0K left-2.90M (-96.67%)