FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$31.52B

Overview Activity Holdings

Buys

Moderna, Inc.

$937.78M

+3.99M shares

RHNEW

Rh

$693.14M

+1.02M shares

Twitter Inc.

$681.42M

+9.90M shares

Ke Holdings Inc

$623.14M

+13.07M shares

MQNEW

Marqeta Inc

$490.57M

+17.48M shares

TDGNEW

Transdigm Group Inc

$464.41M

+717.5K shares

PVHNEW

Pvh Corp.

$292.61M

+2.72M shares

Figs Inc

$214.16M

+4.27M shares

Confluent Inc

$30.88M

+650.0K shares

SNEW

Sentinelone Inc

$7.44M

+175.0K shares

Amazon.com Inc

$1.49B + $177.03M =$1.67B

481.7K+3.0K (+0.62%)

Block Inc

$714.11M + $679.28M =$1.39B

3.15M+2.57M (+81.72%)

Servicenow Inc

$739.52M + $617.20M =$1.36B

1.48M+990.1K (+66.95%)

Doordash, Inc.

$881.66M + $448.71M =$1.33B

6.72M+736.6K (+10.96%)

Match Group Inc

$852.40M + $396.72M =$1.25B

6.20M+1.54M (+24.85%)

Coupa Software Inc

$1.06B + $167.38M =$1.22B

4.15M+517.7K (+12.47%)

Global Payments Inc

$855.77M + $183.63M =$1.04B

4.25M+1.30M (+30.55%)

Farfetch Limited

$725.38M + $224.75M =$950.14M

13.68M+5.19M (+37.90%)

Workday, Inc.

$534.99M + $283.26M =$818.25M

2.15M+1.27M (+59.16%)

Stoneco Ltd.

$400.03M + $193.22M =$593.24M

6.53M+2.31M (+35.39%)

Sells

ARGXEXIT

Argenx SE

$150.43M - $150.43M =Closed

-546.3K shares (100%)

BILIEXIT

Bilibili Inc

$449.69M - $449.69M =Closed

-4.20M shares (100%)

BILLEXIT

Bill Holdings Inc

$410.41M - $410.41M =Closed

-2.82M shares (100%)

2L9EXIT

Blueprint Medicines Corp

$263.41M - $263.41M =Closed

-2.71M shares (100%)

PODDEXIT

Insulet Corporation

$99.33M - $99.33M =Closed

-380.7K shares (100%)

MELIEXIT

Mercadolibre Inc

$1.05B - $1.05B =Closed

-715.2K shares (100%)

MDBEXIT

Mongodb Inc

$35.13M - $35.13M =Closed

-131.4K shares (100%)

NFLXEXIT

Netflix Inc

$953.66M - $953.66M =Closed

-1.83M shares (100%)

NUANEXIT

Nuance Communications Inc

$393.19M - $393.19M =Closed

-9.01M shares (100%)

Qualtrics International Inc

$21.39M - $21.39M =Closed

-650.0K shares (100%)

SNOWEXIT

Snowflake Inc.

$290.60M - $290.60M =Closed

-1.27M shares (100%)

TEAMEXIT

Atlassian Corp Plc

$626.92M - $626.92M =Closed

-2.97M shares (100%)

Shopify Inc

$1.89B =$2.39B

1.63M left-79.9K (-4.67%)

Meta Platforms Inc

$1.67B =$1.73B

4.99M left-676.6K (-11.95%)

Snap Inc.

$1.26B =$1.56B

22.94M left-1.07M (-4.47%)

Microsoft Corporation

$1.84B - $415.68M =$1.43B

5.28M left-2.55M (-32.58%)

Adobe Inc.

$1.25B =$1.42B

2.42M left-205.5K (-7.83%)

UnitedHealth Group Incorporated

$1.17B =$1.20B

3.01M left-140.6K (-4.47%)

Dexcom, Inc.

$852.89M - $55.13M =$797.76M

1.87M left-504.9K (-21.27%)

Mastercard Incorporated

$723.40M - $64.85M =$658.55M

1.80M left-227.9K (-11.22%)