FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$16.85B

Overview Activity Holdings

Buys

VNEW

Visa Inc

$536.53M

+3.33M shares

06746PNEW

Barclays Bank Plc

$416.25M

+9.00M shares

HWMNEW

Howmet Aerospace Inc

$331.80M

+20.66M shares

LBNEW

L Brands Inc

$303.62M

+26.27M shares

HLTNEW

Hilton Worldwide Holdings Inc

$201.49M

+2.95M shares

DAYNEW

Dayforce Inc

$162.46M

+3.24M shares

LYVNEW

Live Nation Entertainment, Inc.

$138.47M

+3.05M shares

Cadence Design Systems Inc

$85.10M

+1.29M shares

UANEW

Under Armour Inc

$79.72M

+9.89M shares

Anaplan, Inc.

$66.57M

+2.20M shares

Alibaba Group Holding Limited

$1.32B =$1.23B

6.24M+96.8K (+1.55%)

UnitedHealth Group Incorporated

$1.25B =$1.15B

4.24M+370.9K (+8.74%)

Amazon.com Inc

$952.57M + $184.06M =$1.14B

515.5K+67.5K (+13.09%)

Microsoft Corporation

$799.39M + $134.87M =$934.26M

5.07M+854.9K (+16.86%)

Global Payments Inc

$592.45M + $122.15M =$714.60M

3.25M+1.71M (+52.67%)

Humana Inc

$539.80M + $139.76M =$679.56M

1.47M+691.3K (+46.94%)

Autodesk Inc

$603.25M + $24.80M =$628.05M

3.29M+735.2K (+22.36%)

Meta Platforms Inc

$703.17M =$589.14M

3.43M+106.1K (+3.10%)

PayPal Holdings, Inc.

$363.92M + $140.20M =$504.12M

3.36M+1.90M (+56.51%)

Canadian Pacific Railway Limited

$476.78M + $23.68M =$500.46M

1.87M+409.0K (+21.87%)

Sells

MOEXIT

Altria Group Inc

$176.51M - $176.51M =Closed

-3.54M shares (100%)

CSXEXIT

Csx Corp

$98.41M - $98.41M =Closed

-1.36M shares (100%)

DXCMEXIT

Dexcom, Inc.

$231.62M - $231.62M =Closed

-1.06M shares (100%)

DPZEXIT

Domino'S Pizza Inc

$508.57M - $508.57M =Closed

-1.73M shares (100%)

ILMNEXIT

Illumina Inc

$172.44M - $172.44M =Closed

-519.8K shares (100%)

IQVEXIT

Iqvia Holdings Inc

$476.23M - $476.23M =Closed

-3.08M shares (100%)

MELIEXIT

Mercadolibre Inc

$555.21M - $555.21M =Closed

-970.7K shares (100%)

CRMEXIT

Salesforce, Inc.

$673.44M - $673.44M =Closed

-4.14M shares (100%)

UBEREXIT

Uber Technologies Inc

$91.75M - $91.75M =Closed

-3.08M shares (100%)

UNPEXIT

Union Pacific Corporation

$686.19M - $686.19M =Closed

-3.80M shares (100%)

HLFEXIT

Herbalife Ltd

$185.56M - $185.56M =Closed

-3.89M shares (100%)

XPEXIT

Xp Inc.

$46.22M - $46.22M =Closed

-1.20M shares (100%)

Netflix Inc

$806.70M =$905.46M

2.41M left-81.8K (-3.28%)

Adobe Inc.

$939.07M - $94.63M =$844.43M

2.65M left-193.8K (-6.81%)

Shopify Inc

$720.67M - $24.34M =$696.33M

1.67M left-142.5K (-7.86%)

Mastercard Incorporated

$712.46M - $154.10M =$558.36M

2.31M left-74.6K (-3.13%)

Servicenow Inc

$435.48M - $43.24M =$392.24M

1.37M left-173.8K (-11.27%)

Equifax Inc

$483.18M - $104.33M =$378.85M

3.17M left-276.7K (-8.03%)

Block Inc

$550.44M - $199.60M =$350.84M

6.70M left-2.10M (-23.87%)

Coupa Software Inc

$341.76M - $44.92M =$296.83M

2.12M left-212.5K (-9.09%)