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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$19.16B

Overview Activity Holdings

Buys

IQVNEW

Iqvia Holdings Inc

$966.11M

+9.87M shares

Amazon.com Inc

$900.49M

+770.0K shares

CSXNEW

Csx Corp

$626.20M

+11.38M shares

Alphabet Inc. (formerly Google Inc.)

$625.23M

+597.5K shares

BLKNEW

Blackrock Inc

$567.07M

+1.10M shares

TDGNEW

Transdigm Group Inc

$387.32M

+1.41M shares

ANEW

Agilent Technologies Inc

$241.60M

+3.61M shares

SENEW

Sea Limited

$42.97M

+3.22M shares

Adobe Inc.

$586.56M + $428.17M =$1.01B

3.93M+1.86M (+47.27%)

Booking Holdings Inc

$745.89M + $213.21M =$959.11M

407.4K+144.5K (+35.47%)

Electronic Arts Inc.

$499.88M + $267.92M =$767.80M

4.23M+3.07M (+72.60%)

PayPal Holdings, Inc.

$429.85M + $268.68M =$698.52M

6.71M+2.77M (+41.34%)

Anheuser-Busch Inbev Sa/nv

$85.36M + $500.81M =$586.17M

715.6K+4.54M (+634.30%)

Sells

AAPEXIT

Advance Auto Parts Inc

$234.00M - $234.00M =Closed

-2.36M shares (100%)

Comcast Corporation

$1.25B - $1.25B =Closed

-32.60M shares (100%)

EXPEEXIT

Expedia Group Inc.

$670.19M - $670.19M =Closed

-4.66M shares (100%)

ICEEXIT

Intercontinental Exchange Inc

$601.10M - $601.10M =Closed

-8.75M shares (100%)

QEXIT

Quintiles Ims Holdings Inc

$956.00M - $956.00M =Closed

-10.06M shares (100%)

TMUSEXIT

T-Mobile U.s., Inc.

$281.27M - $281.27M =Closed

-4.56M shares (100%)

VNTVEXIT

Vantiv, Inc.

$161.48M - $161.48M =Closed

-2.29M shares (100%)

Constellation Brands Inc

$1.41B - $298.39M =$1.11B

4.87M left-2.21M (-31.19%)

Alibaba Group Holding Limited

$1.52B - $427.86M =$1.09B

6.35M left-2.47M (-27.99%)

Activision Blizzard, Inc.

$1.28B - $194.89M =$1.08B

17.13M left-2.70M (-13.63%)

Microsoft Corporation

$843.96M - $24.08M =$819.88M

9.58M left-1.75M (-15.40%)

UnitedHealth Group Incorporated

$862.27M - $59.45M =$802.82M

3.64M left-761.2K (-17.29%)

Meta Platforms Inc

$859.86M - $83.36M =$776.50M

4.40M left-631.8K (-12.56%)

Broadcom Inc.

$1.23B - $601.87M =$632.75M

2.46M left-2.63M (-51.61%)

Transunion

$583.46M - $2.39M =$581.07M

10.57M left-1.77M (-14.36%)

Charter Communications, Inc.

$1.58B - $1.00B =$580.45M

1.73M left-2.63M (-60.38%)

Servicenow Inc

$619.57M - $82.86M =$536.71M

4.12M left-1.16M (-21.92%)

Mastercard Incorporated

$633.62M - $124.64M =$508.97M

3.36M left-1.12M (-25.06%)

Equinix Inc

$568.43M - $59.68M =$508.75M

1.12M left-151.1K (-11.87%)

Salesforce, Inc.

$585.82M - $88.51M =$497.31M

4.86M left-1.41M (-22.43%)