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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$19.16B

Overview Activity Holdings

Buys

PayPal Holdings, Inc.

$493.35M

+12.50M shares

PNCNEW

The Pnc Financial Services Group Inc

$490.78M

+4.20M shares

BACNEW

Bank of America Corporation

$478.94M

+21.67M shares

Symantec Corporation

$317.07M

+13.27M shares

OVVNEW

Ovintiv Inc.

$245.23M

+20.89M shares

Rice Energy Inc

$79.74M

+3.74M shares

Constellation Brands Inc

$926.80M + $51.37M =$978.17M

5.57M+813.6K (+14.62%)

Microsoft Corporation

$836.01M + $109.39M =$945.40M

14.51M+700.0K (+4.82%)

Activision Blizzard, Inc.

$765.93M =$745.62M

17.29M+3.36M (+19.43%)

Electronic Arts Inc.

$736.06M + $6.03M =$742.09M

8.62M+803.2K (+9.32%)

Equinix Inc

$648.30M + $35.31M =$683.61M

1.80M+113.1K (+6.29%)

Alibaba Group Holding Limited

$544.97M + $124.06M =$669.03M

5.15M+2.47M (+47.90%)

Broadcom Inc.

$449.69M + $180.22M =$629.91M

2.61M+956.9K (+36.71%)

Adobe Inc.

$501.24M + $16.36M =$517.59M

4.62M+409.6K (+8.87%)

Visa Inc

$193.33M + $317.82M =$511.15M

2.34M+4.21M (+180.26%)

The Williams Companies, Inc.

$284.17M + $224.28M =$508.45M

9.25M+7.08M (+76.57%)

Shire Plc

$328.53M =$324.46M

1.69M+209.6K (+12.37%)

Intercontinental Exchange Inc

$325.18M =$238.41M

1.21M+3.02M (+250.03%)

Align Technology Inc

$228.46M + $9.61M =$238.07M

2.44M+39.6K (+1.63%)

06740Q

Barclays Bank Plc

$3.41M + $11.90M =$15.31M

100.0K+500.0K (+500.00%)

Sells

HCAEXIT

HCA Healthcare, Inc.

$126.27M - $126.27M =Closed

-1.67M shares (100%)

HLTEXIT

Hilton Worldwide Holdings Inc

$449.38M - $449.38M =Closed

-19.60M shares (100%)

KMIEXIT

Kinder Morgan Inc

$285.30M - $285.30M =Closed

-12.33M shares (100%)

MHKEXIT

Mohawk Industries, Inc.

$235.77M - $235.77M =Closed

-1.18M shares (100%)

MNSTEXIT

Monster Beverage Corp

$609.19M - $609.19M =Closed

-4.15M shares (100%)

YUMEXIT

Yum! Brands Inc

$569.00M - $569.00M =Closed

-6.27M shares (100%)

Charter Communications, Inc.

$1.42B - $59.61M =$1.36B

4.72M left-534.3K (-10.18%)

Nike Inc

$918.89M - $187.09M =$731.80M

14.40M left-3.06M (-17.51%)

Dollar Tree Inc

$1.21B - $495.93M =$719.02M

9.32M left-6.08M (-39.48%)

Meta Platforms Inc

$801.23M - $119.22M =$682.01M

5.93M left-318.5K (-5.10%)

Fleetcor Technologies, Inc.

$847.38M - $183.82M =$663.56M

4.69M left-188.7K (-3.87%)

Transdigm Group Inc

$650.74M - $145.76M =$504.99M

2.03M left-222.4K (-9.88%)

Expedia Group Inc.

$833.77M - $344.68M =$489.09M

4.32M left-2.83M (-39.56%)

Alphabet Inc. (formerly Google Inc.)

$655.60M - $170.98M =$484.63M

627.9K left-215.5K (-25.56%)

Vulcan Materials Co

$568.66M - $100.85M =$467.81M

3.74M left-1.26M (-25.24%)

Ulta Beauty Inc

$702.20M - $243.91M =$458.29M

1.80M left-1.15M (-39.08%)

Booking Holdings Inc

$845.64M - $399.27M =$446.37M

304.5K left-270.2K (-47.02%)

Lululemon Athletica Inc

$340.64M - $47.91M =$292.73M

4.50M left-1.08M (-19.37%)

Ebay Inc

$1.09B - $805.92M =$285.20M

9.61M left-23.56M (-71.04%)

Grupo Televisa S.a.b.

$464.42M - $181.71M =$282.71M

13.53M left-4.54M (-25.14%)