FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$27.51B

Overview Activity Holdings

Buys

Snap Inc.

$976.89M

+19.51M shares

Carvana Co.

$586.46M

+2.45M shares

Bilibili Inc

$514.67M

+6.00M shares

Farfetch Limited

$514.60M

+8.06M shares

FISNEW

Fidelity National Information Services, Inc.

$396.07M

+2.80M shares

Doordash, Inc.

$322.18M

+2.26M shares

MDBNEW

Mongodb Inc

$315.89M

+879.8K shares

2L9NEW

Blueprint Medicines Corp

$303.83M

+2.71M shares

Argenx SE

$157.71M

+536.3K shares

Amicus Therapeutics Inc

$154.21M

+6.68M shares

Ascendis Pharma A/s

$149.19M

+894.5K shares

Fate Therapeutics Inc

$80.35M

+883.7K shares

Zymeworks Inc

$46.16M

+976.7K shares

Forma Therapeutics Holdings, Inc.

$27.92M

+800.0K shares

XPNEW

Xp Inc.

$3.20M

+80.6K shares

Shopify Inc

$1.76B + $270.06M =$2.03B

1.72M+72.7K (+4.22%)

Netflix Inc

$1.13B + $200.26M =$1.33B

2.25M+200.9K (+8.92%)

Adobe Inc.

$828.64M + $181.97M =$1.01B

1.69M+331.1K (+19.60%)

Mercadolibre Inc

$231.22M + $769.07M =$1.00B

213.6K+383.5K (+179.54%)

Mastercard Incorporated

$596.39M + $374.27M =$970.66M

1.76M+955.8K (+54.20%)

Sells

BKNGEXIT

Booking Holdings Inc

$100.79M - $100.79M =Closed

-58.9K shares (100%)

COFEXIT

Capital One Financial Corporation

$738.60M - $738.60M =Closed

-10.28M shares (100%)

PODDEXIT

Insulet Corporation

$109.35M - $109.35M =Closed

-462.2K shares (100%)

BEKEEXIT

Ke Holdings Inc

$61.30M - $61.30M =Closed

-1.00M shares (100%)

PYPLEXIT

PayPal Holdings, Inc.

$1.18B - $1.18B =Closed

-6.00M shares (100%)

TDGEXIT

Transdigm Group Inc

$358.44M - $358.44M =Closed

-754.4K shares (100%)

Coupa Software Inc

$1.19B =$1.43B

4.22M left-108.6K (-2.51%)

Microsoft Corporation

$1.35B =$1.40B

6.31M left-128.0K (-1.99%)

Global Payments Inc

$1.14B =$1.36B

6.33M left-64.0K (-1.00%)

UnitedHealth Group Incorporated

$1.23B - $115.21M =$1.12B

3.18M left-766.4K (-19.42%)

Meta Platforms Inc

$1.53B - $555.29M =$976.70M

3.58M left-2.27M (-38.87%)

Block Inc

$872.59M =$913.96M

4.20M left-1.17M (-21.77%)

Docusign Inc

$890.09M =$901.66M

4.06M left-79.3K (-1.92%)

Amazon.com Inc

$1.06B - $224.65M =$837.44M

257.1K left-80.2K (-23.77%)

Match Group Inc

$866.78M - $70.45M =$796.33M

5.27M left-2.57M (-32.76%)

Autodesk Inc

$676.32M - $762.0K =$675.56M

2.21M left-715.2K (-24.43%)

Servicenow Inc

$858.89M - $192.54M =$666.34M

1.21M left-560.3K (-31.64%)

Humana Inc

$899.73M - $280.92M =$618.81M

1.51M left-665.5K (-30.62%)

Stoneco Ltd.

$438.79M =$534.44M

6.37M left-1.93M (-23.24%)

Howmet Aerospace Inc

$131.90M =$214.84M

7.53M left-361.0K (-4.58%)