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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$20.57B

Overview Activity Holdings

Buys

Booking Holdings Inc

$745.89M

+407.4K shares

EANEW

Electronic Arts Inc.

$499.88M

+4.23M shares

PayPal Holdings, Inc.

$429.85M

+6.71M shares

Mercadolibre Inc

$422.19M

+1.63M shares

Wynn Resorts Ltd

$399.13M

+2.68M shares

Vantiv, Inc.

$161.48M

+2.29M shares

BUDNEW

Anheuser-Busch Inbev Sa/nv

$85.36M

+715.6K shares

VXXNEW

Barclays Bank Plc

$9.80M

+250.0K shares

Charter Communications, Inc.

$1.47B + $118.16M =$1.58B

4.35M+6.8K (+0.16%)

Constellation Brands Inc

$1.27B + $137.21M =$1.41B

6.58M+499.3K (+7.59%)

Comcast Corporation

$795.46M + $458.82M =$1.25B

20.44M+12.16M (+59.48%)

UnitedHealth Group Incorporated

$316.21M + $546.07M =$862.27M

1.71M+2.70M (+158.17%)

Microsoft Corporation

$667.78M + $176.18M =$843.96M

9.69M+1.64M (+16.95%)

Expedia Group Inc.

$673.79M =$670.19M

4.52M+132.4K (+2.93%)

Servicenow Inc

$341.42M + $278.15M =$619.57M

3.22M+2.05M (+63.67%)

Intercontinental Exchange Inc

$419.05M + $182.06M =$601.10M

6.36M+2.39M (+37.64%)

Salesforce, Inc.

$229.35M + $356.46M =$585.82M

2.65M+3.62M (+136.77%)

Transunion

$385.68M + $197.78M =$583.46M

8.91M+3.44M (+38.64%)

Grupo Televisa S.a.b.

$500.45M + $13.76M =$514.21M

20.54M+308.1K (+1.50%)

Advance Auto Parts Inc

$238.88M =$234.00M

2.05M+310.1K (+15.13%)

Sells

ALBEXIT

Albemarle Corp

$122.26M - $122.26M =Closed

-1.16M shares (100%)

OPTUEXIT

Altice Usa, Inc.

$271.18M - $271.18M =Closed

-8.40M shares (100%)

ANETEXIT

Arista Networks Inc

$276.46M - $276.46M =Closed

-1.85M shares (100%)

06740QEXIT

Barclays Bank Plc

$12.76M - $12.76M =Closed

-1.00M shares (100%)

CSXEXIT

Csx Corp

$562.78M - $562.78M =Closed

-10.31M shares (100%)

LNGEXIT

Cheniere Energy Inc

$252.63M - $252.63M =Closed

-5.19M shares (100%)

Liberty Media Corporation

$106.92M - $106.92M =Closed

-2.92M shares (100%)

ORLYEXIT

O'Reilly Automotive Inc

$621.48M - $621.48M =Closed

-2.84M shares (100%)

SNAPEXIT

Snap Inc.

$130.49M - $130.49M =Closed

-7.60M shares (100%)

SYMCEXIT

Symantec Corporation

$595.65M - $595.65M =Closed

-21.09M shares (100%)

ULTAEXIT

Ulta Beauty Inc

$413.39M - $413.39M =Closed

-1.44M shares (100%)

Alibaba Group Holding Limited

$1.64B - $121.41M =$1.52B

8.82M left-2.85M (-24.44%)

Activision Blizzard, Inc.

$1.24B =$1.28B

19.84M left-1.70M (-7.87%)

Broadcom Inc.

$1.24B - $5.12M =$1.23B

5.09M left-229.2K (-4.31%)

Meta Platforms Inc

$931.25M - $71.39M =$859.86M

5.03M left-1.14M (-18.41%)

Mastercard Incorporated

$563.69M =$633.62M

4.49M left-154.0K (-3.32%)

T-Mobile U.s., Inc.

$431.83M - $150.56M =$281.27M

4.56M left-2.56M (-35.96%)

Fleetcor Technologies, Inc.

$945.37M - $821.32M =$124.05M

801.5K left-5.75M (-87.77%)