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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$10.48B

Overview Activity Holdings

Buys

AMDNEW

Advanced Micro Devices Inc

$253.27M

+3.91M shares

Moderna, Inc.

$242.94M

+1.35M shares

Asml Holding NV

$129.05M

+236.2K shares

FNDNEW

Floor & Decor Holdings Inc

$127.16M

+1.83M shares

CRMNEW

Salesforce, Inc.

$72.79M

+549.0K shares

VALNEW

Valaris Limited

$44.18M

+653.3K shares

EFXNEW

Equifax Inc

$1.41M

+7.3K shares

Microsoft Corporation

$659.64M + $178.60M =$838.24M

2.83M+663.0K (+23.41%)

Amazon.com Inc

$755.62M + $54.36M =$809.98M

6.69M+2.96M (+44.20%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$658.77M + $115.29M =$774.06M

9.61M+782.7K (+8.15%)

UnitedHealth Group Incorporated

$474.46M + $89.44M =$563.90M

939.5K+124.1K (+13.21%)

Transdigm Group Inc

$387.07M + $101.35M =$488.41M

737.5K+38.2K (+5.17%)

Lpl Financial Holdings Inc

$432.67M + $1.25M =$433.92M

1.98M+27.0K (+1.36%)

Ptc Inc.

$263.59M + $58.29M =$321.88M

2.52M+161.5K (+6.41%)

Hdfc Bank Ltd

$129.87M + $68.70M =$198.57M

2.22M+679.6K (+30.57%)

First Citizens Bancshares Inc

$51.48M + $81.72M =$133.20M

64.6K+111.1K (+172.09%)

Sells

ADSKEXIT

Autodesk Inc

$414.97M - $414.97M =Closed

-2.22M shares (100%)

CHKEXIT

Chesapeake Energy Corporation

$1.48M - $1.48M =Closed

-15.7K shares (100%)

EQTEXIT

Eqt Corporation

$241.88M - $241.88M =Closed

-5.94M shares (100%)

METAEXIT

Meta Platforms Inc

$395.35M - $395.35M =Closed

-2.91M shares (100%)

GROVEXIT

Grove Collaborative Holdings Inc

$342.0K - $342.0K =Closed

-152.6K shares (100%)

PYPLEXIT

PayPal Holdings, Inc.

$713.89M - $713.89M =Closed

-8.29M shares (100%)

VIXYEXIT

Proshares Trust II

$1.71M - $1.71M =Closed

-100.0K shares (100%)

XYZEXIT

Block Inc

$1.31M - $1.31M =Closed

-23.8K shares (100%)

Workday, Inc.

$764.02M =$781.50M

4.67M left-348.8K (-6.95%)

Mastercard Incorporated

$439.28M =$468.29M

1.35M left-198.2K (-12.83%)

Booking Holdings Inc

$416.67M =$444.12M

220.4K left-33.2K (-13.09%)

Visa Inc

$383.91M =$432.92M

2.08M left-77.3K (-3.58%)

Thermo Fisher Scientific Inc

$449.03M - $125.39M =$323.64M

587.7K left-297.6K (-33.62%)

Epam Systems Inc

$450.22M - $252.64M =$197.58M

602.9K left-640.2K (-51.50%)

Cheniere Energy Inc

$1.73M - $482.6K =$1.25M

8.3K left-2.1K (-20.20%)