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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$16.08B

Overview Activity Holdings

Buys

Activision Blizzard, Inc.

$487.32M

+10.32M shares

DPZNEW

Domino'S Pizza Inc

$347.09M

+1.25M shares

Uber Technologies Inc

$125.20M

+3.00M shares

Chewy Inc

$115.25M

+3.29M shares

Coupa Software Inc

$82.65M

+652.8K shares

Atlassian Corp Plc

$4.96M

+37.9K shares

Alibaba Group Holding Limited

$1.03B =$995.63M

5.64M+235.3K (+4.17%)

UnitedHealth Group Incorporated

$883.88M + $36.58M =$920.47M

3.57M+197.5K (+5.53%)

Union Pacific Corporation

$554.01M + $279.85M =$833.86M

3.31M+1.62M (+48.81%)

Autodesk Inc

$536.04M + $113.92M =$649.95M

3.44M+549.8K (+15.98%)

D.r. Horton, Inc.

$271.78M + $264.35M =$536.12M

6.57M+5.86M (+89.26%)

Shopify Inc

$8.27M + $442.79M =$451.06M

40.0K+1.46M (+3656.93%)

Salesforce, Inc.

$310.44M + $135.91M =$446.35M

1.96M+981.5K (+50.07%)

Block Inc

$8.99M + $231.44M =$240.43M

120.0K+3.19M (+2662.36%)

World Wrestling Entertainment Inc

$13.63M + $180.78M =$194.41M

157.1K+2.54M (+1613.85%)

Stoneco Ltd.

$85.44M =$74.79M

2.08M+450.0K (+21.65%)

Sells

GOOGEXIT

Alphabet Inc. (formerly Google Inc.)

$521.44M - $521.44M =Closed

-444.4K shares (100%)

CSXEXIT

Csx Corp

$598.46M - $598.46M =Closed

-8.00M shares (100%)

STZEXIT

Constellation Brands Inc

$864.81M - $864.81M =Closed

-4.93M shares (100%)

TRUEXIT

Transunion

$430.14M - $430.14M =Closed

-6.44M shares (100%)

Adobe Inc.

$1.21B - $103.57M =$1.10B

3.74M left-784.3K (-17.32%)

Iqvia Holdings Inc

$1.11B - $113.50M =$995.31M

6.19M left-1.52M (-19.75%)

Microsoft Corporation

$1.07B - $76.36M =$989.23M

7.38M left-1.65M (-18.27%)

Amazon.com Inc

$1.16B - $277.05M =$883.40M

466.5K left-185.2K (-28.41%)

Transdigm Group Inc

$754.19M =$767.07M

1.59M left-75.7K (-4.56%)

Wynn Resorts Ltd

$710.61M - $40.23M =$670.38M

5.41M left-548.8K (-9.21%)

Canadian Pacific Railway Limited

$663.30M - $26.74M =$636.56M

2.71M left-513.4K (-15.95%)

Tiffany & Co.

$715.21M - $99.99M =$615.22M

6.57M left-206.0K (-3.04%)

Meta Platforms Inc

$806.89M - $227.48M =$579.41M

3.00M left-1.84M (-37.98%)

Mastercard Incorporated

$657.26M - $215.24M =$442.02M

1.67M left-1.12M (-40.14%)

S&P Global Inc.

$650.89M - $211.13M =$439.75M

1.93M left-1.16M (-37.55%)

Servicenow Inc

$420.49M - $60.38M =$360.11M

1.31M left-394.4K (-23.12%)

Mercadolibre Inc

$338.76M - $47.33M =$291.43M

476.4K left-190.8K (-28.60%)

Sea Limited

$170.83M =$203.78M

6.13M left-1.13M (-15.55%)