FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$29.68B

Overview Activity Holdings

Buys

Bath & Body Works Inc

$1.53B

+24.30M shares

Bilibili Inc

$569.91M

+8.61M shares

Victoria'S Secret & Co.

$475.76M

+8.61M shares

Vtex

$108.50M

+5.27M shares

Amplitude Inc

$88.41M

+1.63M shares

Netease, Inc.

$86.71M

+1.02M shares

Freshworks Inc.

$11.74M

+275.0K shares

Twitter Inc.

$681.42M + $619.01M =$1.30B

9.90M+11.63M (+117.45%)

Workday, Inc.

$818.25M + $424.67M =$1.24B

3.43M+1.55M (+45.12%)

Match Group Inc

$1.25B =$1.22B

7.75M+27.4K (+0.35%)

Rh

$693.14M + $167.59M =$860.73M

1.02M+269.8K (+26.43%)

Farfetch Limited

$950.14M =$859.98M

18.87M+4.08M (+21.62%)

Ke Holdings Inc

$623.14M =$551.49M

13.07M+17.13M (+131.09%)

Stoneco Ltd.

$593.24M =$524.03M

8.85M+6.25M (+70.61%)

Transdigm Group Inc

$464.41M + $25.47M =$489.88M

717.5K+66.9K (+9.32%)

Pvh Corp.

$292.61M + $46.35M =$338.96M

2.72M+577.9K (+21.25%)

Fate Therapeutics Inc

$151.82M =$130.35M

1.75M+450.0K (+25.72%)

Confluent Inc

$30.88M + $52.32M =$83.19M

650.0K+744.6K (+114.56%)

Sells

GPNEXIT

Global Payments Inc

$1.04B - $1.04B =Closed

-5.54M shares (100%)

LBEXIT

L Brands Inc

$1.89B - $1.89B =Closed

-26.27M shares (100%)

MAEXIT

Mastercard Incorporated

$658.55M - $658.55M =Closed

-1.80M shares (100%)

SEXIT

Sentinelone Inc

$7.44M - $7.44M =Closed

-175.0K shares (100%)

Shopify Inc

$2.39B - $446.18M =$1.94B

1.43M left-202.4K (-12.40%)

Snap Inc.

$1.56B =$1.67B

22.64M left-303.6K (-1.32%)

Servicenow Inc

$1.36B =$1.37B

2.19M left-274.9K (-11.13%)

Microsoft Corporation

$1.43B - $105.66M =$1.32B

4.69M left-581.0K (-11.01%)

Block Inc

$1.39B - $102.84M =$1.29B

5.38M left-334.4K (-5.85%)

Moderna, Inc.

$937.78M =$1.28B

3.32M left-674.7K (-16.91%)

Amazon.com Inc

$1.67B - $481.32M =$1.19B

361.1K left-123.6K (-25.50%)

Adobe Inc.

$1.42B - $289.82M =$1.13B

1.96M left-461.8K (-19.11%)

Meta Platforms Inc

$1.73B - $689.98M =$1.04B

3.07M left-1.91M (-38.33%)

Coupa Software Inc

$1.22B - $223.13M =$1.00B

4.57M left-103.4K (-2.21%)

Dexcom, Inc.

$797.76M - $9.61M =$788.15M

1.44M left-427.1K (-22.86%)

Icici Bank Limited

$737.97M =$750.09M

39.75M left-3.41M (-7.89%)

Datadog, Inc.

$606.93M =$656.81M

4.65M left-1.18M (-20.32%)

Figs Inc

$214.16M - $121.83M =$92.33M

2.49M left-1.79M (-41.84%)

Marqeta Inc

$490.57M - $432.59M =$57.99M

2.62M left-14.86M (-85.00%)