FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$11.58B

Overview Activity Holdings

Buys

Carvana Co.

$564.03M

+2.70M shares

TOLNEW

Toll Brothers Inc

$401.30M

+3.80M shares

Cadence Design Systems Inc

$309.87M

+1.22M shares

Wingstop Inc

$101.30M

+449.1K shares

Intuit Inc

$727.02M + $134.90M =$861.92M

1.16M+247.0K (+21.36%)

Amazon.com Inc

$831.28M =$828.15M

3.79M+563.7K (+14.88%)

Microsoft Corporation

$691.13M + $44.76M =$735.89M

1.64M+320.6K (+19.55%)

Starbucks Corporation

$590.85M + $57.32M =$648.17M

6.48M+132.8K (+2.05%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$742.65M =$641.65M

3.76M+104.9K (+2.79%)

Kkr & Co Inc

$598.76M =$550.74M

4.05M+715.6K (+17.68%)

Applovin Corporation

$351.39M + $154.58M =$505.97M

1.09M+824.4K (+75.97%)

Flutter Entertainment Plc

$494.29M =$491.82M

1.91M+307.4K (+16.07%)

Salesforce, Inc.

$523.29M =$464.71M

1.57M+166.5K (+10.64%)

Asml Holding NV

$306.18M + $79.75M =$385.93M

441.8K+140.7K (+31.84%)

Sells

CIFREXIT

Cipher Mining Inc

$10.88M - $10.88M =Closed

-2.34M shares (100%)

CEGEXIT

Constellation Energy Corp

$388.70M - $388.70M =Closed

-1.74M shares (100%)

HWMEXIT

Howmet Aerospace Inc

$334.86M - $334.86M =Closed

-3.06M shares (100%)

HUTEXIT

Hut 8 Corp.

$14.20M - $14.20M =Closed

-692.8K shares (100%)

LENEXIT

Lennar Corporation

$234.27M - $234.27M =Closed

-1.72M shares (100%)

PTCEXIT

Ptc Inc.

$427.72M - $427.72M =Closed

-2.33M shares (100%)

XYZEXIT

Block Inc

$320.05M - $320.05M =Closed

-3.77M shares (100%)

WULFEXIT

Terawulf Inc

$8.38M - $8.38M =Closed

-1.48M shares (100%)

WDAYEXIT

Workday, Inc.

$398.26M - $398.26M =Closed

-1.54M shares (100%)

BTDREXIT

Bitdeer Technologies Group

$21.38M - $21.38M =Closed

-986.7K shares (100%)

SPOTEXIT

Spotify Technology S.a.

$408.71M - $408.71M =Closed

-913.6K shares (100%)

IRENEXIT

Iren Limited

$6.99M - $6.99M =Closed

-711.8K shares (100%)

Meta Platforms Inc

$1.19B - $179.37M =$1.01B

1.76M left-278.9K (-13.69%)

Lpl Financial Holdings Inc

$627.80M - $50.72M =$577.08M

1.76M left-158.7K (-8.26%)

Capital One Financial Corporation

$577.01M - $7.53M =$569.48M

3.18M left-59.7K (-1.84%)

Vistra Energy Corp

$738.01M - $197.23M =$540.79M

4.60M left-748.2K (-13.98%)

Philip Morris International Inc.

$778.47M - $300.92M =$477.55M

3.01M left-3.46M (-53.49%)

Eli Lilly and Co.

$604.37M - $148.61M =$455.76M

551.8K left-231.0K (-29.51%)

Ares Management Corporation

$296.89M - $61.66M =$235.23M

1.60M left-72.6K (-4.33%)