FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$17.00B

Overview Activity Holdings

Buys

Netflix Inc

$630.25M

+2.36M shares

GPNNEW

Global Payments Inc

$581.21M

+3.66M shares

EFXNEW

Equifax Inc

$431.68M

+3.07M shares

HUMNEW

Humana Inc

$406.19M

+1.59M shares

HLFNEW

Herbalife Ltd

$79.57M

+2.10M shares

Medallia Inc

$20.23M

+737.6K shares

Smartsheet Inc.

$18.23M

+506.1K shares

Twilio Inc

$1.74M

+15.8K shares

Alibaba Group Holding Limited

$995.63M + $223.90M =$1.22B

5.88M+1.42M (+24.11%)

Amazon.com Inc

$883.40M + $196.30M =$1.08B

466.5K+155.5K (+33.33%)

UnitedHealth Group Incorporated

$920.47M + $63.74M =$984.21M

3.77M+756.6K (+20.06%)

Salesforce, Inc.

$446.35M + $311.40M =$757.75M

2.94M+2.16M (+73.53%)

Autodesk Inc

$649.95M + $15.85M =$665.80M

3.99M+517.9K (+12.98%)

Activision Blizzard, Inc.

$487.32M + $107.73M =$595.05M

10.32M+919.9K (+8.91%)

Domino'S Pizza Inc

$347.09M + $185.57M =$532.65M

1.25M+930.5K (+74.60%)

Block Inc

$240.43M + $255.80M =$496.23M

3.31M+4.70M (+141.65%)

Servicenow Inc

$360.11M + $70.89M =$430.99M

1.31M+386.3K (+29.45%)

Mercadolibre Inc

$291.43M + $28.51M =$319.94M

476.4K+104.0K (+21.84%)

Atlassian Corp Plc

$4.96M + $256.15M =$261.11M

37.9K+2.04M (+5392.12%)

Sea Limited

$203.78M + $8.61M =$212.39M

6.13M+728.1K (+11.87%)

Sells

WYNNEXIT

Wynn Resorts Ltd

$670.38M - $670.38M =Closed

-5.41M shares (100%)

STNEEXIT

Stoneco Ltd.

$74.79M - $74.79M =Closed

-2.53M shares (100%)

Adobe Inc.

$1.10B - $121.46M =$981.69M

3.55M left-190.3K (-5.08%)

Microsoft Corporation

$989.23M - $146.77M =$842.46M

6.06M left-1.32M (-17.94%)

Transdigm Group Inc

$767.07M - $98.50M =$668.57M

1.28M left-301.4K (-19.01%)

Tiffany & Co.

$615.22M - $24.06M =$591.15M

6.38M left-188.1K (-2.86%)

Iqvia Holdings Inc

$995.31M - $465.13M =$530.18M

3.55M left-2.64M (-42.62%)

Mastercard Incorporated

$442.02M - $5.54M =$436.48M

1.61M left-63.7K (-3.81%)

Shopify Inc

$451.06M - $21.85M =$429.21M

1.38M left-125.6K (-8.36%)

S&P Global Inc.

$439.75M - $17.28M =$422.47M

1.72M left-206.0K (-10.67%)

Union Pacific Corporation

$833.86M - $417.61M =$416.25M

2.57M left-2.36M (-47.88%)

Canadian Pacific Railway Limited

$636.56M - $220.54M =$416.02M

1.87M left-835.9K (-30.89%)

Booking Holdings Inc

$602.52M - $187.91M =$414.62M

211.3K left-110.1K (-34.27%)

Meta Platforms Inc

$579.41M - $232.44M =$346.97M

1.95M left-1.05M (-35.10%)

D.r. Horton, Inc.

$536.12M - $360.40M =$175.72M

3.33M left-9.10M (-73.18%)