Cargando cartera
1 BTC
=
- USD
Loading market data...
Stephen Mandel
Trimestral, al Jun 30, 2026
Valor total reportado en cada presentación 13F trimestral. Incluye nocional de opciones, así que refleja escala y entradas, no retorno.
Los pesos son solo de posiciones largas en equity divulgadas. T/T compara cantidades de acciones contra el trimestre anterior.
| Valor | Peso | |||
|---|---|---|---|---|
NB NBISNEBIUS GROUP N.V. | $1.18B | 7.19% | ||
AS ASMLASML HLDG NV | $1.13B | 6.92% | ||
ST STXSEAGATE TECHNOLOGY HLDNGS PL | $965.11M | 5.90% | ||
HD HDHOME DEPOT INC | $918.09M | 5.61% | ||
AM AMATAPPLIED MATLS INC | $873.19M | 5.34% | ||
MD MDLNMEDLINE INC | $826.99M | 5.06% | ||
LI LINLINDE PLC | $808.55M | 4.94% | ||
TE TERTERADYNE INC | $722.41M | 4.42% | ||
GL GLWCORNING INC | $696.83M | 4.26% | ||
CV CVNACARVANA CO | $692.47M | 4.23% | ||
HU HUTHUT 8 CORP | $666.47M | 4.07% | ||
PF PFGCPERFORMANCE FOOD GROUP CO | $654.28M | 4.00% | ||
NU NUNU HLDGS LTD | $630.86M | 3.86% | ||
WU WULFTERAWULF INC | $596.37M | 3.65% | ||
CR CRSCARPENTER TECHNOLOGY CORP | $593.92M | 3.63% | ||
MT MTZMASTEC INC | $559.67M | 3.42% | ||
AP APPAPPLOVIN CORP | $537.01M | 3.28% | ||
TT TTMITTM TECHNOLOGIES INC | $512.07M | 3.13% | ||
ST STRLSTERLING INFRASTRUCTURE INC | $511.71M | 3.13% | ||
US USFDUS FOODS HLDG CORP | $502.51M | 3.07% | ||
ON ONONON HLDG AG | $470.38M | 2.88% | ||
LP LPLALPL FINL HLDGS INC | $343.40M | 2.10% | ||
AG AGXARGAN INC | $294.40M | 1.80% | ||
BT BTDRBITDEER TECHNOLOGIES GROUP | $111.41M | 0.68% | ||
SH SHAZSHARONAI HOLDINGS INC | $102.43M | 0.63% | ||
GO GOOGLALPHABET INC | $77.04M | 0.47% | ||
KG KGSKODIAK GAS SVCS INC | $63.49M | 0.39% | ||
V VVISA INC | $56.94M | 0.35% | ||
IB IBKRINTERACTIVE BROKERS GROUP IN | $50.28M | 0.31% | ||
TS TSMTAIWAN SEMICONDUCTOR MANUFAC | $48.35M | 0.30% | ||
SE SESEA LTD | $47.40M | 0.29% | ||
MC MCKMCKESSON CORP | $43.71M | 0.27% | ||
TD TDGTRANSDIGM GROUP INC | $38.01M | 0.23% | ||
BN BNBROOKFIELD CORP | $33.76M | 0.21% | ||
VS VSTVISTRA CORP | — | — | ||
TL TLNTALEN ENERGY CORP | — | — | ||
CL CLHCLEAN HARBORS INC | — | — | ||
TH THCTENET HEALTHCARE CORP | — | — | ||
CO COFCAPITAL ONE FINL CORP | — | — | ||
EN ENTGENTEGRIS INC | — | — | ||
CI CIENCIENA CORP | — | — | ||
VM VMCVULCAN MATLS CO | — | — | ||
SP SPOTSPOTIFY TECHNOLOGY S A | — | — | ||
MA MAMASTERCARD INCORPORATED | — | — | ||
AP APHAMPHENOL CORP | — | — | ||
HL HLTHILTON WORLDWIDE HLDGS INC | — | — | ||
KK KKRCO INC | — | — | ||
BK BKNGBOOKING HOLDINGS INC | — | — | ||
BS BSXBOSTON SCIENTIFIC CORP | — | — |
Solo con fines informativos. Esto no es asesoramiento de inversión, ni una recomendación, ni está afiliado ni respaldado por ninguna persona o fondo mostrado. La actividad pasada no predice resultados futuros.
Lone Pine Capital is the institutional manager run by Stephen Mandel. The positions below are disclosed each quarter in the fund's SEC Form 13F.
Del 13F trimestral ante la SEC del fondo: posiciones largas en acciones y opciones de EE. UU. al cierre del trimestre, publicadas hasta 45 días después. Excluye ventas en corto, efectivo y tenencias fuera de EE. UU.