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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$19.44B

Overview Activity Holdings

Buys

FDCNEW

First Data Corp New

$536.17M

+21.91M shares

UNPNEW

Union Pacific Corporation

$525.10M

+3.22M shares

NIONEW

Nio Inc.

$18.07M

+3.74M shares

Alibaba Group Holding Limited

$1.19B + $417.06M =$1.60B

6.39M+3.34M (+52.19%)

Microsoft Corporation

$1.23B + $338.09M =$1.57B

12.50M+1.23M (+9.86%)

Adobe Inc.

$1.09B + $377.91M =$1.46B

4.46M+968.4K (+21.73%)

Activision Blizzard, Inc.

$1.09B + $254.43M =$1.34B

14.26M+1.88M (+13.19%)

Alphabet Inc. (formerly Google Inc.)

$733.88M + $329.86M =$1.06B

657.8K+233.5K (+35.50%)

Electronic Arts Inc.

$890.88M + $55.67M =$946.55M

6.32M+1.54M (+24.35%)

Constellation Brands Inc

$848.74M + $80.96M =$929.70M

3.88M+433.9K (+11.19%)

Canadian Pacific Railway Limited

$523.73M + $302.15M =$825.88M

2.86M+1.04M (+36.17%)

Wynn Resorts Ltd

$635.63M + $121.07M =$756.71M

3.80M+2.16M (+56.79%)

Transdigm Group Inc

$608.07M + $48.34M =$656.41M

1.76M+1.3K (+0.07%)

Meta Platforms Inc

$661.57M =$635.34M

3.40M+458.7K (+13.47%)

Nvidia Corporation

$505.73M + $122.43M =$628.15M

2.13M+100.5K (+4.71%)

Servicenow Inc

$519.87M + $99.62M =$619.49M

3.01M+152.4K (+5.06%)

Sells

BKNGEXIT

Booking Holdings Inc

$1.08B - $1.08B =Closed

-531.1K shares (100%)

DLTREXIT

Dollar Tree Inc

$614.85M - $614.85M =Closed

-7.23M shares (100%)

MHKEXIT

Mohawk Industries, Inc.

$102.22M - $102.22M =Closed

-477.1K shares (100%)

SBACEXIT

Sba Communications Corp

$579.27M - $579.27M =Closed

-3.51M shares (100%)

XYZEXIT

Block Inc

$166.09M - $166.09M =Closed

-2.69M shares (100%)

PAGSEXIT

Pagseguro Digital Ltd

$88.50M - $88.50M =Closed

-3.19M shares (100%)

Iqvia Holdings Inc

$1.01B =$1.09B

8.40M left-1.72M (-16.96%)

UnitedHealth Group Incorporated

$1.01B - $208.33M =$802.82M

3.02M left-1.10M (-26.78%)

Transunion

$725.70M - $3.20M =$722.50M

9.82M left-310.6K (-3.07%)

Amazon.com Inc

$721.91M - $23.24M =$698.67M

348.8K left-75.9K (-17.87%)

Csx Corp

$841.40M - $143.07M =$698.33M

9.43M left-3.76M (-28.52%)

Mercadolibre Inc

$649.43M - $41.61M =$607.83M

1.79M left-387.3K (-17.83%)

PayPal Holdings, Inc.

$526.32M - $2.58M =$523.75M

5.96M left-358.2K (-5.67%)

Fleetcor Technologies, Inc.

$213.39M - $98.54M =$114.85M

504.1K left-508.9K (-50.24%)