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Stephen Mandel
Quarterly, as of Jun 30, 2026
Total value reported in each quarterly 13F filing. Includes option notional, so it reflects scale and inflows, not return.
Weights are of disclosed long equity positions only. Q/Q compares share counts against the prior quarter.
| Value | Weight | |||
|---|---|---|---|---|
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 | — | — |
For informational purposes only. This is not investment advice, not a recommendation, and not affiliated with or endorsed by any person or fund shown. Past activity does not predict future results.
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.
From the fund's quarterly SEC 13F: long U.S. equity and options positions at quarter-end, published up to 45 days later. Excludes short sales, cash, and non-U.S. holdings.