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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2013-06-30 $20.53B
Positions 57
Showing 30 of 57 rows

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↑ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 QUAD / GRAPHICS INC QUAD $1.4M 0.01% 56,800 +56,800 2013-06-30 $24 ~$24 +0.00%
2 ISOFTSTONE HLDGS LTD $4.5M 0.02% 870,916 +870,916 2013-06-30 $5 ~$5 +0.00%
3 CANADIAN PAC RY LTD $19.6M 0.10% 161,132 +161,132 2013-06-30 $121 ~$121 +0.00%
4 DSW INC $64.9M 0.32% 882,710 +882,710 2013-06-30 $73 ~$73 +0.00%
5 BARCLAYS BK PLC $76.4M 0.37% 3,690,000 +3,690,000 2013-06-30 $21 ~$21 +0.00%
6 WABCO HLDGS INC WBC1EUR $78.1M 0.38% 1,046,166 +1,046,166 2013-06-30 $75 ~$75 +0.00%
7 ASML HOLDING N V $81.7M 0.40% 1,032,466 +1,032,466 2013-06-30 $79 ~$79 +0.00%
8 AIRGAS INC $86.2M 0.42% 902,488 +902,488 2013-06-30 $95 ~$95 +0.00%
9 SEARS HLDGS CORP SHLDEUR $95.7M 0.47% 2,273,500 +2,273,500 2013-06-30 $42 ~$42 +0.00%
10 LIBERTY GLOBAL PLC $101.9M 0.50% 1,500,678 +1,500,678 2013-06-30 $68 ~$68 +0.00%
11 TRIPADVISOR INC TRIP $121.2M 0.59% 1,991,854 +1,991,854 2013-06-30 $61 ~$61 +0.00%
12 GRIFOLS S A GRFS $124.9M 0.61% 4,439,693 +4,439,693 2013-06-30 $28 ~$28 +0.00%
13 LIBERTY GLOBAL PLC $147.7M 0.72% 2,009,726 +2,009,726 2013-06-30 $73 ~$73 +0.00%
14 HUNT J B TRANS SVCS INC JBHT $204.6M 1.00% 2,831,614 +2,831,614 2013-06-30 $72 ~$72 +0.00%
15 SEMGROUP CORP SEMGUSD $210.4M 1.02% 3,906,318 +3,906,318 2013-06-30 $54 ~$54 +0.00%
16 BLOCK H & R INC HRB $211.9M 1.03% 7,636,044 +7,636,044 2013-06-30 $28 ~$28 +0.00%
17 OCWEN FINL CORP OCN2EUR $224.6M 1.09% 5,448,250 +5,448,250 2013-06-30 $41 ~$41 +0.00%
18 WORKDAY INC WDAY $225.7M 1.10% 3,522,285 +3,522,285 2013-06-30 $64 ~$64 +0.00%
19 SALLY BEAUTY HLDGS INC SBH $233.1M 1.14% 7,496,661 +7,496,661 2013-06-30 $31 ~$31 +0.00%
20 THERMO FISHER SCIENTIFIC INC TMO $234.1M 1.14% 2,766,476 +2,766,476 2013-06-30 $85 ~$85 +0.00%
21 LIBERTY MEDIA CORP DELAWARE $236.1M 1.15% 1,862,924 +1,862,924 2013-06-30 $127 ~$127 +0.00%
22 GRACE W R & CO DEL NEW GRA1EUR $241.1M 1.17% 2,868,750 +2,868,750 2013-06-30 $84 ~$84 +0.00%
23 VISA INC V $241.2M 1.17% 1,320,105 +1,320,105 2013-06-30 $183 ~$183 +0.00%
24 FACEBOOK INC META $245.4M 1.20% 9,864,619 +9,864,619 2013-06-30 $25 ~$25 +0.00%
25 OCEANEERING INTL INC OII $250.4M 1.22% 3,467,861 +3,467,861 2013-06-30 $72 ~$72 +0.00%
26 WYNDHAM WORLDWIDE CORP WYNEUR $271.6M 1.32% 4,746,067 +4,746,067 2013-06-30 $57 ~$57 +0.00%
27 B/E AEROSPACE INC $271.9M 1.32% 4,311,013 +4,311,013 2013-06-30 $63 ~$63 +0.00%
28 AMERICAN EXPRESS CO AXP $278.1M 1.35% 3,719,848 +3,719,848 2013-06-30 $75 ~$75 +0.00%
29 COACH INC $334.5M 1.63% 5,858,347 +5,858,347 2013-06-30 $57 ~$57 +0.00%
30 VERISIGN INC VRSN $334.9M 1.63% 7,498,853 +7,498,853 2013-06-30 $45 ~$45 +0.00%