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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$10.37B

Overview Activity Holdings

Buys

Meta Platforms Inc

$834.31M

+2.78M shares

Alphabet Inc

$407.37M

+3.11M shares

TPXNEW

Tempur Sealy International Inc

$206.81M

+4.77M shares

XYZNEW

Block Inc

$172.00M

+3.89M shares

Amazon.com Inc

$638.18M + $56.50M =$694.68M

4.90M+569.2K (+11.63%)

Mastercard Incorporated

$462.84M + $228.56M =$691.39M

1.18M+569.5K (+48.40%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$646.93M + $30.90M =$677.83M

6.41M+1.39M (+21.68%)

Salesforce, Inc.

$358.08M + $148.79M =$506.87M

1.69M+804.6K (+47.47%)

Bill Holdings Inc

$213.08M + $63.41M =$276.49M

1.82M+723.2K (+39.66%)

Hdfc Bank Ltd

$284.37M =$274.02M

4.08M+563.6K (+13.81%)

Epam Systems Inc

$217.02M + $52.54M =$269.56M

965.6K+88.6K (+9.18%)

Sells

LNGEXIT

Cheniere Energy Inc

$1.27M - $1.27M =Closed

-8.3K shares (100%)

MQEXIT

Marqeta Inc

$23.87M - $23.87M =Closed

-4.90M shares (100%)

MRNAEXIT

Moderna, Inc.

$185.85M - $185.85M =Closed

-1.53M shares (100%)

NVDAEXIT

Nvidia Corporation

$271.43M - $271.43M =Closed

-641.6K shares (100%)

RHEXIT

Rh

$584.39M - $584.39M =Closed

-1.77M shares (100%)

SGEXIT

Sweetgreen Inc

$58.41M - $58.41M =Closed

-4.56M shares (100%)

VEXIT

Visa Inc

$294.94M - $294.94M =Closed

-1.24M shares (100%)

Microsoft Corporation

$852.06M - $279.98M =$572.08M

1.81M left-690.3K (-27.59%)

Booking Holdings Inc

$568.55M - $107.66M =$460.89M

149.4K left-61.1K (-29.02%)

Ptc Inc.

$450.74M - $2.11M =$448.62M

3.17M left-1.1K (-0.03%)

Lpl Financial Holdings Inc

$435.52M =$437.30M

1.84M left-162.9K (-8.13%)

Transdigm Group Inc

$521.29M - $153.06M =$368.23M

436.7K left-146.2K (-25.09%)

Dick'S Sporting Goods Inc

$431.78M - $114.46M =$317.32M

2.92M left-343.9K (-10.53%)

Live Nation Entertainment, Inc.

$362.00M - $53.64M =$308.37M

3.71M left-259.8K (-6.54%)

Bath & Body Works Inc

$613.38M - $319.11M =$294.28M

8.71M left-7.65M (-46.77%)

Asml Holding NV

$334.21M - $110.23M =$223.97M

380.5K left-80.7K (-17.49%)

Floor & Decor Holdings Inc

$390.61M - $195.06M =$195.55M

2.16M left-1.60M (-42.49%)