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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$13.61B

Overview Activity Holdings

Buys

Asml Holding NV

$647.28M

+605.0K shares

Doordash, Inc.

$572.97M

+2.53M shares

Medline Inc

$492.10M

+11.72M shares

CRSNEW

Carpenter Technology Corp

$413.37M

+1.31M shares

THCNEW

Tenet Healthcare Corp

$355.18M

+1.79M shares

CLHNEW

Clean Harbors, Inc.

$323.14M

+1.38M shares

Affirm Holdings Inc

$284.11M

+3.82M shares

Entegris Inc

$257.32M

+3.05M shares

MANEW

Mastercard Incorporated

$55.00M

+96.3K shares

TDGNEW

Transdigm Group Inc

$25.57M

+19.2K shares

BSXNEW

Boston Scientific Corporation

$19.23M

+201.7K shares

HLTNEW

Hilton Worldwide Holdings Inc

$16.61M

+57.8K shares

Spotify Technology S.a.

$10.31M

+17.8K shares

VNEW

Visa Inc

$5.34M

+15.2K shares

Vistra Energy Corp

$920.68M =$840.83M

4.70M+512.6K (+10.91%)

Carvana Co.

$665.94M + $84.97M =$750.91M

1.77M+14.0K (+0.80%)

Brookfield Corp

$698.24M + $32.49M =$730.72M

10.18M+5.74M (+56.40%)

Kkr & Co Inc

$530.27M + $107.27M =$637.54M

4.08M+920.5K (+22.56%)

Broadcom Inc

$511.17M + $87.66M =$598.83M

1.55M+180.8K (+11.67%)

Microsoft Corporation

$626.00M =$596.85M

1.21M+25.5K (+2.11%)

Sells

CIENEXIT

Ciena Corporation

$292.31M - $292.31M =Closed

-2.01M shares (100%)

EQTEXIT

Eqt Corporation

$455.14M - $455.14M =Closed

-8.36M shares (100%)

ETSYEXIT

Etsy Inc

$257.61M - $257.61M =Closed

-3.88M shares (100%)

METAEXIT

Meta Platforms Inc

$971.04M - $971.04M =Closed

-1.32M shares (100%)

SEEXIT

Sea Limited

$334.14M - $334.14M =Closed

-1.87M shares (100%)

SBUXEXIT

Starbucks Corporation

$470.54M - $470.54M =Closed

-5.56M shares (100%)

FLUTEXIT

Flutter Entertainment Plc

$440.27M - $440.27M =Closed

-1.73M shares (100%)

Lpl Financial Holdings Inc

$750.45M - $9.34M =$741.11M

2.07M left-180.8K (-8.01%)

Amazon.com Inc

$617.42M - $60.10M =$557.32M

2.41M left-397.4K (-14.13%)

Capital One Financial Corporation

$546.22M =$556.19M

2.29M left-274.6K (-10.69%)

Applovin Corporation

$796.96M - $271.02M =$525.94M

780.5K left-328.6K (-29.63%)

Philip Morris International Inc.

$748.46M - $324.43M =$424.03M

2.64M left-1.97M (-42.71%)

Amphenol Corp

$374.12M =$379.71M

2.81M left-213.5K (-7.06%)

Booking Holdings Inc

$168.19M - $143.40M =$24.80M

4.6K left-26.5K (-85.14%)