FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$12.67B

Overview Activity Holdings

Buys

VSTNEW

Vistra Energy Corp

$446.66M

+6.41M shares

Spotify Technology S.a.

$445.31M

+1.69M shares

APPNEW

Applovin Corporation

$368.23M

+5.32M shares

MCKNEW

Mckesson Corporation

$301.14M

+560.9K shares

CEGNEW

Constellation Energy Corp

$161.92M

+876.0K shares

Microsoft Corporation

$681.31M + $130.64M =$811.96M

1.81M+118.1K (+6.52%)

Kkr & Co Inc

$515.83M + $187.44M =$703.27M

6.23M+766.1K (+12.30%)

Philip Morris International Inc.

$282.78M + $328.42M =$611.21M

3.01M+3.67M (+121.94%)

Intuit Inc

$467.85M + $118.74M =$586.59M

748.5K+153.9K (+20.56%)

Block Inc

$510.99M + $58.73M =$569.73M

6.61M+129.7K (+1.96%)

Asml Holding NV

$325.32M + $154.13M =$479.45M

429.8K+64.2K (+14.95%)

Epam Systems Inc

$252.82M + $3.99M =$256.81M

850.3K+79.7K (+9.37%)

Sells

BXEXIT

Blackstone Inc.

$290.51M - $290.51M =Closed

-2.22M shares (100%)

GEEXIT

General Electric Company

$268.52M - $268.52M =Closed

-2.10M shares (100%)

HDBEXIT

Hdfc Bank Ltd

$311.63M - $311.63M =Closed

-4.64M shares (100%)

UNHEXIT

UnitedHealth Group Incorporated

$469.17M - $469.17M =Closed

-891.2K shares (100%)

Meta Platforms Inc

$1.02B =$1.04B

2.14M left-735.9K (-25.61%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$722.58M =$839.77M

6.17M left-775.4K (-11.16%)

Amazon.com Inc

$830.32M - $19.79M =$810.53M

4.49M left-971.3K (-17.77%)

Salesforce, Inc.

$657.75M =$722.91M

2.40M left-99.4K (-3.98%)

Ptc Inc.

$554.00M =$560.77M

2.97M left-198.5K (-6.27%)

Bath & Body Works Inc

$450.97M =$488.60M

9.77M left-680.8K (-6.52%)

Lpl Financial Holdings Inc

$418.85M =$445.20M

1.69M left-155.0K (-8.43%)

Workday, Inc.

$427.30M - $41.41M =$385.89M

1.41M left-133.0K (-8.60%)

Booking Holdings Inc

$540.95M - $162.59M =$378.37M

104.3K left-48.2K (-31.61%)

Live Nation Entertainment, Inc.

$313.12M =$340.32M

3.22M left-127.7K (-3.82%)

Mastercard Incorporated

$469.50M - $141.83M =$327.67M

680.4K left-420.4K (-38.19%)

Dick'S Sporting Goods Inc

$429.52M - $159.94M =$269.58M

1.20M left-1.72M (-58.98%)

Icici Bank Limited

$287.09M - $32.42M =$254.66M

9.64M left-2.40M (-19.93%)