FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$18.86B

Overview Activity Holdings

Buys

PayPal Holdings, Inc.

$363.92M

+3.36M shares

Match Group Inc

$249.38M

+3.04M shares

Luckin Coffee Inc.

$238.81M

+6.07M shares

Dexcom, Inc.

$231.62M

+1.06M shares

UAANEW

Under Armour Inc

$193.96M

+8.98M shares

MONEW

Altria Group Inc

$176.51M

+3.54M shares

Illumina Inc

$172.44M

+519.8K shares

IACNEW

Iac Inc.

$99.08M

+397.7K shares

CSXNEW

Csx Corp

$98.41M

+1.36M shares

Carvana Co.

$92.32M

+1.00M shares

XPNEW

Xp Inc.

$46.22M

+1.20M shares

Hubspot Inc

$35.77M

+225.6K shares

Netflix Inc

$630.25M + $176.45M =$806.70M

2.36M+138.1K (+5.86%)

Shopify Inc

$429.21M + $291.46M =$720.67M

1.38M+435.5K (+31.62%)

Mastercard Incorporated

$436.48M + $275.98M =$712.46M

1.61M+778.8K (+48.46%)

Meta Platforms Inc

$346.97M + $356.20M =$703.17M

1.95M+1.48M (+75.83%)

Union Pacific Corporation

$416.25M + $269.94M =$686.19M

2.57M+1.23M (+47.70%)

Mercadolibre Inc

$319.94M + $235.27M =$555.21M

580.4K+390.3K (+67.25%)

Block Inc

$496.23M + $54.22M =$550.44M

8.01M+788.5K (+9.84%)

Equifax Inc

$431.68M + $51.50M =$483.18M

3.07M+379.6K (+12.37%)

Sells

ATVIEXIT

Activision Blizzard, Inc.

$595.05M - $595.05M =Closed

-11.24M shares (100%)

BKNGEXIT

Booking Holdings Inc

$414.62M - $414.62M =Closed

-211.3K shares (100%)

DHIEXIT

D.r. Horton, Inc.

$175.72M - $175.72M =Closed

-3.33M shares (100%)

SPGIEXIT

S&P Global Inc.

$422.47M - $422.47M =Closed

-1.72M shares (100%)

SMAREXIT

Smartsheet Inc.

$18.23M - $18.23M =Closed

-506.1K shares (100%)

TIFEXIT

Tiffany & Co.

$591.15M - $591.15M =Closed

-6.38M shares (100%)

TWLOEXIT

Twilio Inc

$1.74M - $1.74M =Closed

-15.8K shares (100%)

WWEEXIT

World Wrestling Entertainment Inc

$210.55M - $210.55M =Closed

-2.96M shares (100%)

Alibaba Group Holding Limited

$1.22B =$1.32B

6.24M left-1.05M (-14.44%)

UnitedHealth Group Incorporated

$984.21M =$1.25B

4.24M left-285.8K (-6.31%)

Amazon.com Inc

$1.08B - $127.13M =$952.57M

515.5K left-106.5K (-17.12%)

Adobe Inc.

$981.69M - $42.63M =$939.07M

2.85M left-706.3K (-19.88%)

Microsoft Corporation

$842.46M - $43.07M =$799.39M

5.07M left-990.5K (-16.35%)

Transdigm Group Inc

$668.57M =$702.48M

1.25M left-29.6K (-2.31%)

Salesforce, Inc.

$757.75M - $84.31M =$673.44M

4.14M left-964.1K (-18.89%)

Autodesk Inc

$665.80M - $62.55M =$603.25M

3.29M left-1.22M (-27.06%)

Global Payments Inc

$581.21M =$592.45M

3.25M left-410.2K (-11.22%)

Humana Inc

$406.19M =$539.80M

1.47M left-116.0K (-7.30%)

Domino'S Pizza Inc

$532.65M - $24.08M =$508.57M

1.73M left-446.6K (-20.51%)

Iqvia Holdings Inc

$530.18M - $53.95M =$476.23M

3.08M left-467.0K (-13.16%)