FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$10.80B

Overview Activity Holdings

Buys

KKRNEW

Kkr & Co Inc

$344.76M

+6.56M shares

Bill Holdings Inc

$147.96M

+1.82M shares

Salesforce, Inc.

$72.79M + $333.82M =$406.61M

549.0K+1.49M (+270.73%)

Asml Holding NV

$129.05M + $184.84M =$313.90M

236.2K+224.9K (+95.24%)

Floor & Decor Holdings Inc

$127.16M + $169.93M =$297.09M

1.83M+1.20M (+65.63%)

Epam Systems Inc

$197.58M + $91.13M =$288.71M

602.9K+362.7K (+60.17%)

Icici Bank Limited

$255.95M + $3.92M =$259.87M

11.69M+349.6K (+2.99%)

Moderna, Inc.

$242.94M =$234.92M

1.35M+177.1K (+13.09%)

Hdfc Bank Ltd

$198.57M + $814.0K =$199.38M

2.90M+88.0K (+3.03%)

Valaris Limited

$44.18M + $80.24M =$124.42M

653.3K+1.26M (+192.71%)

Sells

EFXEXIT

Equifax Inc

$1.41M - $1.41M =Closed

-7.3K shares (100%)

First Citizens Bancshares Inc

$133.20M - $133.20M =Closed

-175.6K shares (100%)

TMOEXIT

Thermo Fisher Scientific Inc

$323.64M - $323.64M =Closed

-587.7K shares (100%)

Workday, Inc.

$781.50M =$881.26M

4.27M left-403.6K (-8.64%)

Microsoft Corporation

$838.24M - $65.81M =$772.42M

2.68M left-816.0K (-23.35%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$774.06M - $12.79M =$761.27M

8.18M left-2.21M (-21.24%)

Bath & Body Works Inc

$869.36M - $153.64M =$715.72M

19.57M left-1.06M (-5.16%)

Amazon.com Inc

$809.98M - $127.72M =$682.26M

6.61M left-3.04M (-31.50%)

Dick'S Sporting Goods Inc

$603.27M =$647.87M

4.57M left-449.1K (-8.96%)

Booking Holdings Inc

$444.12M =$542.68M

204.6K left-15.8K (-7.16%)

Transdigm Group Inc

$488.41M =$515.09M

698.8K left-76.8K (-9.91%)

UnitedHealth Group Incorporated

$563.90M - $142.74M =$421.16M

891.2K left-172.4K (-16.21%)

Mastercard Incorporated

$468.29M - $87.07M =$381.22M

1.05M left-297.7K (-22.11%)

Lpl Financial Holdings Inc

$433.92M - $57.53M =$376.39M

1.86M left-147.7K (-7.36%)

Visa Inc

$432.92M - $98.57M =$334.35M

1.48M left-600.8K (-28.83%)

Advanced Micro Devices Inc

$253.27M =$277.72M

2.83M left-1.08M (-27.53%)

Marqeta Inc

$101.49M - $79.08M =$22.40M

4.90M left-11.71M (-70.49%)