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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$14.77B

Overview Activity Holdings

Buys

Booking Holdings Inc

$608.87M

+353.5K shares

MANEW

Mastercard Incorporated

$555.50M

+2.94M shares

TIFNEW

Tiffany & Co.

$545.54M

+6.78M shares

Autodesk Inc

$493.38M

+3.84M shares

CRMNEW

Salesforce, Inc.

$90.13M

+658.0K shares

Stoneco Ltd.

$57.47M

+3.12M shares

Amazon.com Inc

$698.67M + $415.28M =$1.11B

348.8K+392.8K (+112.62%)

UnitedHealth Group Incorporated

$802.82M + $87.72M =$890.53M

3.02M+557.1K (+18.46%)

Meta Platforms Inc

$635.34M + $239.00M =$874.34M

3.86M+2.81M (+72.65%)

Constellation Brands Inc

$929.70M =$829.86M

4.31M+848.4K (+19.68%)

Csx Corp

$698.33M =$599.27M

9.43M+215.0K (+2.28%)

Transunion

$722.50M =$575.09M

9.82M+305.6K (+3.11%)

Sells

GOOGEXIT

Alphabet Inc. (formerly Google Inc.)

$1.06B - $1.06B =Closed

-891.3K shares (100%)

EAEXIT

Electronic Arts Inc.

$946.55M - $946.55M =Closed

-7.86M shares (100%)

FDCEXIT

First Data Corp New

$536.17M - $536.17M =Closed

-21.91M shares (100%)

FLTEXIT

Fleetcor Technologies, Inc.

$114.85M - $114.85M =Closed

-504.1K shares (100%)

NVDAEXIT

Nvidia Corporation

$628.15M - $628.15M =Closed

-2.24M shares (100%)

UNPEXIT

Union Pacific Corporation

$525.10M - $525.10M =Closed

-3.22M shares (100%)

Adobe Inc.

$1.46B - $304.30M =$1.16B

5.13M left-297.0K (-5.47%)

Microsoft Corporation

$1.57B - $545.60M =$1.03B

10.10M left-3.64M (-26.50%)

Iqvia Holdings Inc

$1.09B - $194.81M =$895.46M

7.71M left-695.3K (-8.27%)

Alibaba Group Holding Limited

$1.60B - $752.22M =$851.25M

6.21M left-3.52M (-36.19%)

Activision Blizzard, Inc.

$1.34B - $612.76M =$729.82M

15.67M left-467.3K (-2.90%)

Canadian Pacific Railway Limited

$825.88M - $210.27M =$615.61M

3.47M left-430.9K (-11.06%)

Transdigm Group Inc

$656.41M - $138.66M =$517.75M

1.52M left-240.6K (-13.65%)

PayPal Holdings, Inc.

$523.75M - $39.18M =$484.57M

5.76M left-200.0K (-3.35%)

Servicenow Inc

$619.49M - $149.06M =$470.43M

2.64M left-524.5K (-16.56%)

Mercadolibre Inc

$607.83M - $475.81M =$132.01M

450.8K left-1.33M (-74.75%)