FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$22.40B

Overview Activity Holdings

Buys

Ebay Inc

$1.09B

+33.16M shares

Expedia Group Inc.

$833.77M

+7.14M shares

Alibaba Group Holding Limited

$544.97M

+5.15M shares

TVNEW

Grupo Televisa S.a.b.

$464.42M

+18.08M shares

Broadcom Inc.

$449.69M

+2.61M shares

HLTNEW

Hilton Worldwide Holdings Inc

$449.38M

+19.60M shares

ICENEW

Intercontinental Exchange Inc

$325.18M

+1.21M shares

KMINEW

Kinder Morgan Inc

$285.30M

+12.33M shares

WMBNEW

The Williams Companies, Inc.

$284.17M

+9.25M shares

Align Technology Inc

$228.46M

+2.44M shares

HCANEW

HCA Healthcare, Inc.

$126.27M

+1.67M shares

06740QNEW

Barclays Bank Plc

$3.41M

+100.0K shares

Charter Communications, Inc.

$1.10B + $321.63M =$1.42B

4.79M+457.7K (+9.55%)

Dollar Tree Inc

$1.26B =$1.21B

13.36M+2.03M (+15.20%)

Activision Blizzard, Inc.

$407.92M + $358.01M =$765.93M

10.29M+7.00M (+67.97%)

Electronic Arts Inc.

$269.35M + $466.71M =$736.06M

3.56M+5.06M (+142.42%)

Monster Beverage Corp

$665.59M =$609.19M

4.14M+7.9K (+0.19%)

Vulcan Materials Co

$454.08M + $114.58M =$568.66M

3.77M+1.23M (+32.53%)

Commscope Holding Company, Inc.

$108.38M + $5.82M =$114.20M

3.49M+300.0K (+8.59%)

Sells

Alphabet Inc. (formerly Google Inc.)

$116.09M - $116.09M =Closed

-165.0K shares (100%)

AXPEXIT

American Express Company

$1.52M - $1.52M =Closed

-25.0K shares (100%)

BUDEXIT

Anheuser-Busch Inbev Sa/nv

$554.06M - $554.06M =Closed

-4.21M shares (100%)

ANETEXIT

Arista Networks Inc

$120.48M - $120.48M =Closed

-1.87M shares (100%)

06742EEXIT

Barclays Bank Plc

$1.38M - $1.38M =Closed

-100.0K shares (100%)

MAEXIT

Mastercard Incorporated

$437.53M - $437.53M =Closed

-4.97M shares (100%)

NOCEXIT

Northrop Grumman Corp

$588.39M - $588.39M =Closed

-2.65M shares (100%)

PYPLEXIT

PayPal Holdings, Inc.

$404.54M - $404.54M =Closed

-11.08M shares (100%)

PXDEXIT

Pioneer Natural Resources Co

$201.03M - $201.03M =Closed

-1.33M shares (100%)

SHWEXIT

The Sherwin-Williams Company

$335.86M - $335.86M =Closed

-1.14M shares (100%)

Amazon.com Inc

$1.18B - $93.97M =$1.08B

1.29M left-351.1K (-21.36%)

Constellation Brands Inc

$1.10B - $175.76M =$926.80M

5.57M left-1.10M (-16.49%)

Nike Inc

$1.01B - $91.59M =$918.89M

17.45M left-852.9K (-4.66%)

Fleetcor Technologies, Inc.

$823.07M =$847.38M

4.88M left-872.9K (-15.18%)

Booking Holdings Inc

$1.40B - $553.52M =$845.64M

574.7K left-546.1K (-48.72%)

Microsoft Corporation

$885.19M - $49.18M =$836.01M

14.51M left-2.79M (-16.10%)

Meta Platforms Inc

$1.25B - $449.13M =$801.23M

6.25M left-4.69M (-42.91%)

Ulta Beauty Inc

$812.02M - $109.82M =$702.20M

2.95M left-382.2K (-11.47%)

Alphabet Inc. (formerly Google Inc.)

$611.74M =$655.60M

843.4K left-40.4K (-4.58%)

Transdigm Group Inc

$627.69M =$650.74M

2.25M left-129.6K (-5.45%)