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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$12.33B

Overview Activity Holdings

Buys

UNHNEW

UnitedHealth Group Incorporated

$480.90M

+944.3K shares

HWMNEW

Howmet Aerospace Inc

$284.54M

+3.67M shares

GEVNEW

GE Vernova Inc

$253.32M

+1.48M shares

Ares Management Corporation

$209.88M

+1.57M shares

Microsoft Corporation

$811.96M + $90.98M =$902.93M

1.93M+90.3K (+4.68%)

Asml Holding NV

$479.45M + $121.80M =$601.25M

494.0K+93.9K (+19.00%)

Vistra Energy Corp

$446.66M + $141.27M =$587.93M

6.41M+425.1K (+6.63%)

Block Inc

$569.73M =$494.67M

6.74M+934.6K (+13.87%)

Applovin Corporation

$368.23M + $106.33M =$474.56M

5.32M+382.8K (+7.20%)

Mastercard Incorporated

$327.67M + $132.70M =$460.38M

680.4K+363.1K (+53.37%)

Bath & Body Works Inc

$488.60M =$441.87M

9.77M+1.55M (+15.84%)

Booking Holdings Inc

$378.37M + $38.29M =$416.66M

104.3K+883 (+0.85%)

Constellation Energy Corp

$161.92M + $159.50M =$321.42M

876.0K+729.0K (+83.22%)

Sells

DKSEXIT

Dick'S Sporting Goods Inc

$269.58M - $269.58M =Closed

-1.20M shares (100%)

EPAMEXIT

Epam Systems Inc

$256.81M - $256.81M =Closed

-929.9K shares (100%)

IBNEXIT

Icici Bank Limited

$254.66M - $254.66M =Closed

-9.64M shares (100%)

LYVEXIT

Live Nation Entertainment, Inc.

$340.32M - $340.32M =Closed

-3.22M shares (100%)

CRMEXIT

Salesforce, Inc.

$722.91M - $722.91M =Closed

-2.40M shares (100%)

WDAYEXIT

Workday, Inc.

$385.89M - $385.89M =Closed

-1.41M shares (100%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$839.77M =$1.04B

6.00M left-170.3K (-2.76%)

Amazon.com Inc

$810.53M =$859.63M

4.45M left-45.2K (-1.01%)

Meta Platforms Inc

$1.04B - $334.98M =$703.10M

1.39M left-743.4K (-34.77%)

Kkr & Co Inc

$703.27M - $31.26M =$672.01M

6.39M left-606.6K (-8.68%)

Ptc Inc.

$560.77M - $97.83M =$462.93M

2.55M left-419.8K (-14.14%)

Avidxchange Holdings, Inc.

$66.81M - $5.57M =$61.24M

5.08M left-2.3K (-0.05%)