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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$11.56B

Overview Activity Holdings

Buys

Intuit Inc

$467.85M

+748.5K shares

BXNEW

Blackstone Inc.

$290.51M

+2.22M shares

PMNEW

Philip Morris International Inc.

$282.78M

+3.01M shares

GENEW

General Electric Company

$268.52M

+2.10M shares

Meta Platforms Inc

$834.31M + $182.87M =$1.02B

2.78M+94.6K (+3.40%)

Booking Holdings Inc

$460.89M + $80.06M =$540.95M

149.4K+3.1K (+2.04%)

Block Inc

$172.00M + $338.99M =$510.99M

3.89M+2.72M (+70.00%)

Bath & Body Works Inc

$294.28M + $156.70M =$450.97M

8.71M+1.74M (+20.01%)

Dick'S Sporting Goods Inc

$317.32M + $112.20M =$429.52M

2.92M+450 (+0.02%)

Asml Holding NV

$223.97M + $101.35M =$325.32M

380.5K+49.3K (+12.96%)

Sells

Alphabet Inc

$407.37M - $407.37M =Closed

-3.11M shares (100%)

BILLEXIT

Bill Holdings Inc

$276.49M - $276.49M =Closed

-2.55M shares (100%)

FNDEXIT

Floor & Decor Holdings Inc

$195.55M - $195.55M =Closed

-2.16M shares (100%)

TPXEXIT

Tempur Sealy International Inc

$206.81M - $206.81M =Closed

-4.77M shares (100%)

TDGEXIT

Transdigm Group Inc

$368.23M - $368.23M =Closed

-436.7K shares (100%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$677.83M =$722.58M

6.95M left-852.2K (-10.93%)

Kkr & Co Inc

$404.37M =$515.83M

6.23M left-338.3K (-5.15%)

Mastercard Incorporated

$691.39M - $221.90M =$469.50M

1.10M left-645.6K (-36.97%)

Workday, Inc.

$554.23M - $126.93M =$427.30M

1.55M left-1.03M (-40.00%)

Live Nation Entertainment, Inc.

$308.37M =$313.12M

3.35M left-368.2K (-9.91%)

Epam Systems Inc

$269.56M - $16.74M =$252.82M

850.3K left-204.0K (-19.35%)