FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$27.53B

Overview Activity Holdings

Buys

IBNNEW

Icici Bank Limited

$691.79M

+43.16M shares

Workday, Inc.

$534.99M

+2.15M shares

Insulet Corporation

$99.33M

+380.7K shares

Qualtrics International Inc

$21.39M

+650.0K shares

Microsoft Corporation

$1.40B + $440.78M =$1.84B

6.31M+1.51M (+23.95%)

Meta Platforms Inc

$976.70M + $691.04M =$1.67B

3.58M+2.09M (+58.36%)

Amazon.com Inc

$837.44M + $653.11M =$1.49B

257.1K+224.6K (+87.36%)

Snap Inc.

$976.89M + $278.88M =$1.26B

19.51M+4.50M (+23.09%)

Adobe Inc.

$1.01B + $236.00M =$1.25B

2.02M+601.7K (+29.77%)

Mercadolibre Inc

$1.00B + $52.51M =$1.05B

597.1K+118.0K (+19.77%)

Doordash, Inc.

$322.18M + $559.48M =$881.66M

2.26M+4.47M (+197.91%)

Dexcom, Inc.

$838.45M + $14.43M =$852.89M

2.27M+105.3K (+4.64%)

Match Group Inc

$796.33M + $56.07M =$852.40M

5.27M+937.6K (+17.80%)

Servicenow Inc

$666.34M + $73.18M =$739.52M

1.21M+268.1K (+22.15%)

Farfetch Limited

$514.60M + $210.78M =$725.38M

8.06M+5.62M (+69.65%)

Bill Holdings Inc

$377.93M + $32.48M =$410.41M

2.77M+52.0K (+1.88%)

Stoneco Ltd.

$534.44M =$400.03M

6.37M+165.8K (+2.60%)

Snowflake Inc.

$85.00M + $205.59M =$290.60M

302.1K+965.4K (+319.59%)

Ascendis Pharma A/s

$149.19M + $36.01M =$185.20M

894.5K+542.4K (+60.64%)

Argenx SE

$157.71M =$150.43M

536.3K+10.0K (+1.86%)

Sells

FOLDEXIT

Amicus Therapeutics Inc

$154.21M - $154.21M =Closed

-6.68M shares (100%)

ADSKEXIT

Autodesk Inc

$675.56M - $675.56M =Closed

-2.21M shares (100%)

DOCUEXIT

Docusign Inc

$901.66M - $901.66M =Closed

-4.06M shares (100%)

FISEXIT

Fidelity National Information Services, Inc.

$396.07M - $396.07M =Closed

-2.80M shares (100%)

HWMEXIT

Howmet Aerospace Inc

$214.84M - $214.84M =Closed

-7.53M shares (100%)

HUMEXIT

Humana Inc

$618.81M - $618.81M =Closed

-1.51M shares (100%)

XPEXIT

Xp Inc.

$3.20M - $3.20M =Closed

-80.6K shares (100%)

Shopify Inc

$2.03B - $137.31M =$1.89B

1.71M left-82.8K (-4.61%)

UnitedHealth Group Incorporated

$1.12B =$1.17B

3.15M left-33.4K (-1.05%)

Coupa Software Inc

$1.43B - $373.86M =$1.06B

4.15M left-68.8K (-1.63%)

Netflix Inc

$1.33B - $372.28M =$953.66M

1.83M left-624.0K (-25.45%)

Global Payments Inc

$1.36B - $508.06M =$855.77M

4.25M left-2.09M (-32.94%)

Mastercard Incorporated

$970.66M - $247.26M =$723.40M

2.03M left-687.7K (-25.29%)

Block Inc

$913.96M - $199.86M =$714.11M

3.15M left-1.05M (-25.11%)

Carvana Co.

$586.46M =$631.91M

2.41M left-40.1K (-1.64%)

Atlassian Corp Plc

$800.57M - $173.64M =$626.92M

2.97M left-448.5K (-13.10%)

Datadog, Inc.

$697.95M - $152.74M =$545.21M

6.54M left-548.1K (-7.73%)

Bilibili Inc

$514.67M - $64.99M =$449.69M

4.20M left-1.80M (-30.04%)

Mongodb Inc

$315.89M - $280.76M =$35.13M

131.4K left-748.5K (-85.07%)