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Lone Pine Capital (Stephen Mandel) - FilingSpy
Lone Pine Capital
Stephen Mandel
$19.79B
13F
2020 Q2
23 of 53 quarters
Overview
Activity
Holdings
Buys
BKNG
NEW
Booking Holdings Inc
$949.25M
+596.1K shares
COF
NEW
Capital One Financial Corporation
$643.32M
+10.28M shares
DDOG
NEW
Datadog, Inc.
$594.12M
+6.83M shares
CRM
NEW
Salesforce, Inc.
$570.47M
+3.05M shares
ZM
NEW
Zoom Communications Inc
$427.84M
+1.69M shares
DXCM
NEW
Dexcom, Inc.
$137.65M
+339.5K shares
HWM
NEW
Howmet Aerospace Inc
$125.03M
+7.89M shares
DFS
NEW
Discover Financial Services
$101.97M
+2.04M shares
SHOP
Shopify Inc
$696.33M
+ $892.39M
=
$1.59B
1.67M
+3.6K (+0.22%)
PYPL
PayPal Holdings, Inc.
$504.12M
+ $781.24M
=
$1.29B
5.27M
+2.11M (+40.11%)
MSFT
Microsoft Corporation
$934.26M
+ $334.58M
=
$1.27B
5.92M
+310.9K (+5.25%)
META
Meta Platforms Inc
$589.14M
+ $606.83M
=
$1.20B
3.53M
+1.73M (+49.12%)
HUM
Humana Inc
$679.56M
+ $260.35M
=
$939.91M
2.16M
+260.0K (+12.01%)
TDG
Transdigm Group Inc
$248.45M
+ $525.45M
=
$773.90M
776.0K
+974.8K (+125.62%)
NOW
Servicenow Inc
$392.24M
+ $332.43M
=
$724.67M
1.37M
+420.3K (+30.71%)
DAY
Dayforce Inc
$162.46M
+ $294.01M
=
$456.47M
3.24M
+2.51M (+77.47%)
06746P
Barclays Bank Plc
$416.25M
- $93.72M
=
$322.52M
9.00M
+500.0K (+5.56%)
Sells
BABA
EXIT
Alibaba Group Holding Limited
$1.23B
- $1.23B
=
Closed
-6.34M shares (100%)
PLAN
EXIT
Anaplan, Inc.
$66.57M
- $66.57M
=
Closed
-2.20M shares (100%)
HWM
EXIT
Howmet Aerospace Inc
$331.80M
- $331.80M
=
Closed
-20.66M shares (100%)
CDNS
EXIT
Cadence Design Systems Inc
$85.10M
- $85.10M
=
Closed
-1.29M shares (100%)
CP
EXIT
Canadian Pacific Railway Limited
$500.46M
- $500.46M
=
Closed
-2.28M shares (100%)
CHWY
EXIT
Chewy Inc
$48.73M
- $48.73M
=
Closed
-1.30M shares (100%)
EFX
EXIT
Equifax Inc
$378.85M
- $378.85M
=
Closed
-3.17M shares (100%)
HLT
EXIT
Hilton Worldwide Holdings Inc
$201.49M
- $201.49M
=
Closed
-2.95M shares (100%)
HUBS
EXIT
Hubspot Inc
$103.42M
- $103.42M
=
Closed
-776.5K shares (100%)
IAC
EXIT
Iac Inc.
$145.54M
- $145.54M
=
Closed
-812.0K shares (100%)
LYV
EXIT
Live Nation Entertainment, Inc.
$138.47M
- $138.47M
=
Closed
-3.05M shares (100%)
LKNCY
EXIT
Luckin Coffee Inc.
$367.69M
- $367.69M
=
Closed
-13.52M shares (100%)
MDLA
EXIT
Medallia Inc
$37.14M
- $37.14M
=
Closed
-1.85M shares (100%)
SE
EXIT
Sea Limited
$1.20M
- $1.20M
=
Closed
-27.0K shares (100%)
XYZ
EXIT
Block Inc
$350.84M
- $350.84M
=
Closed
-6.70M shares (100%)
UAA
EXIT
Under Armour Inc
$160.54M
- $160.54M
=
Closed
-17.43M shares (100%)
UA
EXIT
Under Armour Inc
$79.72M
- $79.72M
=
Closed
-9.89M shares (100%)
TEAM
EXIT
Atlassian Corp Plc
$190.60M
- $190.60M
=
Closed
-1.39M shares (100%)
AMZN
Amazon.com Inc
$1.14B
+ $125.64M
=
$1.26B
457.5K left
-125.4K (-21.52%)
UNH
UnitedHealth Group Incorporated
$1.15B
- $258.69M
=
$891.94M
3.02M left
-1.59M (-34.46%)
Show all 28 sells (8 more)
