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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$13.41B

Overview Activity Holdings

Buys

CRMNEW

Salesforce, Inc.

$639.89M

+2.34M shares

LENNEW

Lennar Corporation

$548.88M

+2.93M shares

Starbucks Corporation

$394.92M

+4.05M shares

Workday, Inc.

$392.13M

+1.60M shares

TLNNEW

Talen Energy Corp

$152.61M

+856.2K shares

HUTNEW

Hut 8 Corp.

$15.11M

+1.23M shares

Terawulf Inc

$14.36M

+3.07M shares

Bitdeer Technologies Group

$10.16M

+1.30M shares

Iren Limited

$6.01M

+711.8K shares

Meta Platforms Inc

$703.10M + $379.57M =$1.08B

1.39M+496.9K (+35.63%)

Amazon.com Inc

$859.63M + $161.88M =$1.02B

4.45M+1.03M (+23.24%)

Constellation Energy Corp

$321.42M + $301.12M =$622.55M

1.60M+789.3K (+49.18%)

Intuit Inc

$593.10M =$572.17M

902.5K+18.9K (+2.10%)

Lpl Financial Holdings Inc

$470.64M + $36.53M =$507.17M

1.69M+495.1K (+29.38%)

Ares Management Corporation

$209.88M + $109.87M =$319.76M

1.57M+477.1K (+30.29%)

Sells

AVDXEXIT

Avidxchange Holdings, Inc.

$61.24M - $61.24M =Closed

-5.08M shares (100%)

BBWIEXIT

Bath & Body Works Inc

$441.87M - $441.87M =Closed

-11.32M shares (100%)

MAEXIT

Mastercard Incorporated

$460.38M - $460.38M =Closed

-1.04M shares (100%)

MCKEXIT

Mckesson Corporation

$327.61M - $327.61M =Closed

-560.9K shares (100%)

Vistra Energy Corp

$587.93M =$806.82M

6.81M left-31.7K (-0.46%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$1.04B - $311.59M =$731.65M

4.21M left-1.79M (-29.81%)

Microsoft Corporation

$902.93M - $190.45M =$712.48M

1.66M left-364.4K (-18.04%)

Kkr & Co Inc

$672.01M - $81.43M =$590.58M

4.52M left-1.86M (-29.17%)

Spotify Technology S.a.

$529.49M =$572.15M

1.55M left-134.9K (-7.99%)

Philip Morris International Inc.

$675.99M - $132.03M =$543.95M

4.48M left-2.19M (-32.84%)

UnitedHealth Group Incorporated

$480.90M - $366.1K =$480.54M

821.9K left-122.4K (-12.97%)

Asml Holding NV

$601.25M - $141.87M =$459.38M

551.3K left-36.6K (-6.22%)

Booking Holdings Inc

$416.66M - $94.79M =$321.86M

76.4K left-28.8K (-27.35%)

Applovin Corporation

$474.56M - $165.17M =$309.39M

2.37M left-3.33M (-58.44%)

Howmet Aerospace Inc

$284.54M =$306.94M

3.06M left-603.6K (-16.47%)

GE Vernova Inc

$253.32M =$294.76M

1.16M left-321.0K (-21.73%)