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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$18.91B

Overview Activity Holdings

Buys

CPNEW

Canadian Pacific Railway Limited

$523.73M

+2.86M shares

Nvidia Corporation

$505.73M

+2.13M shares

MHKNEW

Mohawk Industries, Inc.

$102.22M

+477.1K shares

Microsoft Corporation

$1.10B + $130.85M =$1.23B

12.08M+428.0K (+3.54%)

Alibaba Group Holding Limited

$1.10B + $88.44M =$1.19B

5.98M+412.5K (+6.90%)

Booking Holdings Inc

$1.06B + $19.99M =$1.08B

507.8K+23.2K (+4.57%)

Iqvia Holdings Inc

$970.40M + $39.79M =$1.01B

9.89M+229.2K (+2.32%)

Alphabet Inc. (formerly Google Inc.)

$670.67M + $63.21M =$733.88M

650.0K+7.8K (+1.20%)

Mercadolibre Inc

$578.83M + $70.60M =$649.43M

1.62M+548.4K (+33.76%)

Wynn Resorts Ltd

$412.27M + $223.36M =$635.63M

2.26M+1.54M (+68.02%)

Dollar Tree Inc

$602.08M + $12.77M =$614.85M

6.34M+889.2K (+14.02%)

Transdigm Group Inc

$432.91M + $175.16M =$608.07M

1.41M+351.4K (+24.92%)

Sba Communications Corp

$578.59M + $683.0K =$579.27M

3.39M+123.0K (+3.63%)

Servicenow Inc

$442.93M + $76.94M =$519.87M

2.68M+337.1K (+12.59%)

Pagseguro Digital Ltd

$69.82M + $18.68M =$88.50M

1.82M+1.37M (+75.04%)

Sells

BLKEXIT

Blackrock Inc

$497.77M - $497.77M =Closed

-918.9K shares (100%)

EXASEXIT

Exact Sciences Corporation

$52.35M - $52.35M =Closed

-1.30M shares (100%)

TMUSEXIT

T-Mobile U.s., Inc.

$212.82M - $212.82M =Closed

-3.49M shares (100%)

TSMEXIT

Taiwan Semiconductor Manufacturing Co. Ltd.

$540.39M - $540.39M =Closed

-12.35M shares (100%)

AVGOEXIT

Broadcom Inc.

$645.15M - $645.15M =Closed

-2.74M shares (100%)

Activision Blizzard, Inc.

$981.95M =$1.09B

14.26M left-298.3K (-2.05%)

Adobe Inc.

$1.22B - $134.20M =$1.09B

4.46M left-1.19M (-21.12%)

UnitedHealth Group Incorporated

$910.45M =$1.01B

4.12M left-133.0K (-3.13%)

Electronic Arts Inc.

$865.41M =$890.88M

6.32M left-820.6K (-11.50%)

Constellation Brands Inc

$1.11B - $256.46M =$848.74M

3.88M left-971.3K (-20.03%)

Csx Corp

$744.86M =$841.40M

13.19M left-178.1K (-1.33%)

Transunion

$666.68M =$725.70M

10.13M left-1.61M (-13.73%)

Amazon.com Inc

$836.27M - $114.36M =$721.91M

424.7K left-153.1K (-26.50%)

Meta Platforms Inc

$1.23B - $569.01M =$661.57M

3.40M left-4.30M (-55.79%)

PayPal Holdings, Inc.

$808.75M - $282.43M =$526.32M

6.32M left-4.34M (-40.71%)

Fleetcor Technologies, Inc.

$233.20M - $19.81M =$213.39M

1.01M left-138.6K (-12.04%)