FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$19.74B

Overview Activity Holdings

Buys

Booking Holdings Inc

$1.06B

+507.8K shares

Dollar Tree Inc

$602.08M

+6.34M shares

Sba Communications Corp

$578.59M

+3.39M shares

TSMNEW

Taiwan Semiconductor Manufacturing Co. Ltd.

$540.39M

+12.35M shares

T-Mobile U.s., Inc.

$212.82M

+3.49M shares

XYZNEW

Block Inc

$132.57M

+2.69M shares

Pagseguro Digital Ltd

$69.82M

+1.82M shares

Exact Sciences Corporation

$52.35M

+1.30M shares

Meta Platforms Inc

$776.50M + $454.08M =$1.23B

4.40M+3.30M (+75.01%)

Microsoft Corporation

$819.88M + $282.34M =$1.10B

9.58M+2.49M (+26.00%)

Iqvia Holdings Inc

$966.11M + $4.29M =$970.40M

9.87M+22.6K (+0.23%)

UnitedHealth Group Incorporated

$802.82M + $107.63M =$910.45M

3.64M+612.9K (+16.83%)

PayPal Holdings, Inc.

$698.52M + $110.23M =$808.75M

9.49M+1.17M (+12.35%)

Csx Corp

$626.20M + $118.66M =$744.86M

11.38M+1.99M (+17.45%)

Alphabet Inc. (formerly Google Inc.)

$625.23M + $45.44M =$670.67M

597.5K+52.5K (+8.79%)

Transunion

$581.07M + $85.61M =$666.68M

10.57M+1.17M (+11.06%)

Broadcom Inc.

$632.75M + $12.40M =$645.15M

2.46M+274.7K (+11.15%)

Mercadolibre Inc

$483.79M + $95.05M =$578.83M

1.54M+86.7K (+5.64%)

Wynn Resorts Ltd

$214.12M + $198.15M =$412.27M

1.27M+990.7K (+78.00%)

Fleetcor Technologies, Inc.

$154.23M + $78.97M =$233.20M

801.5K+350.1K (+43.68%)

Sells

AEXIT

Agilent Technologies Inc

$241.60M - $241.60M =Closed

-3.61M shares (100%)

BUDEXIT

Anheuser-Busch Inbev Sa/nv

$586.17M - $586.17M =Closed

-5.25M shares (100%)

VXXEXIT

Barclays Bank Plc

$6.98M - $6.98M =Closed

-250.0K shares (100%)

CHTREXIT

Charter Communications, Inc.

$580.45M - $580.45M =Closed

-1.73M shares (100%)

EQIXEXIT

Equinix Inc

$508.75M - $508.75M =Closed

-1.12M shares (100%)

TVEXIT

Grupo Televisa S.a.b.

$375.11M - $375.11M =Closed

-20.09M shares (100%)

MAEXIT

Mastercard Incorporated

$508.97M - $508.97M =Closed

-3.36M shares (100%)

PCLNEXIT

Booking Holdings Inc

$959.11M - $959.11M =Closed

-551.9K shares (100%)

CRMEXIT

Salesforce, Inc.

$497.31M - $497.31M =Closed

-4.86M shares (100%)

Adobe Inc.

$1.01B =$1.22B

5.65M left-141.2K (-2.44%)

Constellation Brands Inc

$1.11B - $7.73M =$1.11B

4.85M left-20.0K (-0.41%)

Alibaba Group Holding Limited

$1.09B =$1.10B

5.98M left-365.8K (-5.76%)

Activision Blizzard, Inc.

$1.08B - $103.01M =$981.95M

14.56M left-2.58M (-15.05%)

Electronic Arts Inc.

$767.80M =$865.41M

7.14M left-170.2K (-2.33%)

Amazon.com Inc

$900.49M - $64.22M =$836.27M

577.8K left-192.2K (-24.96%)

Blackrock Inc

$567.07M - $69.30M =$497.77M

918.9K left-185.0K (-16.76%)

Servicenow Inc

$536.71M - $93.78M =$442.93M

2.68M left-1.44M (-34.96%)