FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$23.28B

Overview Activity Holdings

Buys

Docusign Inc

$890.09M

+4.14M shares

XYZNEW

Block Inc

$872.59M

+5.37M shares

Match Group Inc

$866.78M

+7.83M shares

Atlassian Corp Plc

$598.01M

+3.29M shares

Stoneco Ltd.

$438.79M

+8.30M shares

Nuance Communications Inc

$281.47M

+8.48M shares

Snowflake Inc.

$251.52M

+1.00M shares

Mercadolibre Inc

$231.22M

+213.6K shares

Bill Holdings Inc

$222.31M

+2.22M shares

Insulet Corporation

$109.35M

+462.2K shares

Ke Holdings Inc

$61.30M

+1.00M shares

Shopify Inc

$1.59B + $173.40M =$1.76B

1.67M+48.8K (+2.92%)

Meta Platforms Inc

$1.20B + $336.02M =$1.53B

5.27M+582.5K (+11.06%)

Microsoft Corporation

$1.27B + $85.79M =$1.35B

6.23M+205.7K (+3.30%)

UnitedHealth Group Incorporated

$891.94M + $338.44M =$1.23B

3.02M+922.4K (+30.50%)

Coupa Software Inc

$588.53M + $598.73M =$1.19B

2.12M+2.20M (+103.79%)

Global Payments Inc

$812.40M + $323.23M =$1.14B

4.79M+1.61M (+33.52%)

Netflix Inc

$730.89M + $394.79M =$1.13B

1.61M+645.0K (+40.16%)

Autodesk Inc

$500.36M + $175.96M =$676.32M

2.09M+835.8K (+39.95%)

Dexcom, Inc.

$137.65M + $53.25M =$190.90M

339.5K+123.5K (+36.38%)

Sells

06746PEXIT

Barclays Bank Plc

$322.52M - $322.52M =Closed

-9.50M shares (100%)

CVNAEXIT

Carvana Co.

$102.13M - $102.13M =Closed

-849.7K shares (100%)

DAYEXIT

Dayforce Inc

$456.47M - $456.47M =Closed

-5.76M shares (100%)

DFSEXIT

Discover Financial Services

$101.97M - $101.97M =Closed

-2.04M shares (100%)

MTCHEXIT

Match Group Inc

$494.98M - $494.98M =Closed

-4.62M shares (100%)

CRMEXIT

Salesforce, Inc.

$570.47M - $570.47M =Closed

-3.05M shares (100%)

VEXIT

Visa Inc

$465.76M - $465.76M =Closed

-2.41M shares (100%)

ZMEXIT

Zoom Communications Inc

$427.84M - $427.84M =Closed

-1.69M shares (100%)

PayPal Holdings, Inc.

$1.29B - $102.99M =$1.18B

6.00M left-1.38M (-18.66%)

Amazon.com Inc

$1.26B - $200.18M =$1.06B

337.3K left-120.2K (-26.28%)

Humana Inc

$939.91M - $40.18M =$899.73M

2.17M left-250.2K (-10.32%)

Servicenow Inc

$724.67M =$858.89M

1.77M left-18.1K (-1.01%)

Adobe Inc.

$791.70M =$828.64M

1.69M left-129.1K (-7.10%)

Datadog, Inc.

$594.12M =$669.03M

6.55M left-284.0K (-4.16%)

Mastercard Incorporated

$651.80M - $55.42M =$596.39M

1.76M left-440.7K (-19.99%)

Transdigm Group Inc

$773.90M - $415.46M =$358.44M

754.4K left-996.3K (-56.91%)

Booking Holdings Inc

$949.25M - $848.45M =$100.79M

58.9K left-537.2K (-90.12%)