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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 PRICELINE COM INC $1.42B 6.92% 1,718,406 +1,718,406 2013-06-30 $827 ~$827 +0.00%
2 COGNIZANT TECHNOLOGY SOLUTIO CTSH $829.3M 4.04% 13,238,915 +13,238,915 2013-06-30 $63 ~$63 +0.00%
3 GOOGLE INC $829.1M 4.04% 941,709 +941,709 2013-06-30 $880 ~$880 +0.00%
4 EBAY INC EBAY $802.5M 3.91% 15,515,623 +15,515,623 2013-06-30 $52 ~$52 +0.00%
5 GAP INC DEL GAP $799.4M 3.89% 19,156,482 +19,156,482 2013-06-30 $42 ~$42 +0.00%
6 VALEANT PHARMACEUTICALS INTL $689.7M 3.36% 8,012,507 +8,012,507 2013-06-30 $86 ~$86 +0.00%
7 DOLLAR GEN CORP NEW DG $688.6M 3.35% 13,655,169 +13,655,169 2013-06-30 $50 ~$50 +0.00%
8 MONSANTO CO NEW $613.3M 2.99% 6,207,263 +6,207,263 2013-06-30 $99 ~$99 +0.00%
9 QUALCOMM INC QCOM $604.3M 2.94% 9,891,298 +9,891,298 2013-06-30 $61 ~$61 +0.00%
10 INTUITIVE SURGICAL INC ISRG $587.7M 2.86% 1,161,068 +1,161,068 2013-06-30 $506 ~$506 +0.00%
11 MEAD JOHNSON NUTRITION CO $586.9M 2.86% 7,407,735 +7,407,735 2013-06-30 $79 ~$79 +0.00%
12 MICHAEL KORS HLDGS LTD $553.5M 2.70% 8,925,275 +8,925,275 2013-06-30 $62 ~$62 +0.00%
13 ULTA SALON COSMETCS & FRAG I ULTA $512.6M 2.50% 5,119,504 +5,119,504 2013-06-30 $100 ~$100 +0.00%
14 KINDER MORGAN INC DEL KMI $469.0M 2.28% 12,292,738 +12,292,738 2013-06-30 $38 ~$38 +0.00%
15 RALPH LAUREN CORP RL $457.0M 2.23% 2,630,438 +2,630,438 2013-06-30 $174 ~$174 +0.00%
16 CHARTER COMMUNICATIONS INC D $455.1M 2.22% 3,674,874 +3,674,874 2013-06-30 $124 ~$124 +0.00%
17 NEWS CORP $448.2M 2.18% 13,757,775 +13,757,775 2013-06-30 $33 ~$33 +0.00%
18 CME GROUP INC CME $448.0M 2.18% 5,899,076 +5,899,076 2013-06-30 $76 ~$76 +0.00%
19 FLEETCOR TECHNOLOGIES INC FLT1EUR $435.0M 2.12% 5,350,347 +5,350,347 2013-06-30 $81 ~$81 +0.00%
20 HERTZ GLOBAL HOLDINGS INC $429.8M 2.09% 17,332,422 +17,332,422 2013-06-30 $25 ~$25 +0.00%
21 DOLLAR TREE INC DLTR $409.4M 1.99% 8,053,196 +8,053,196 2013-06-30 $51 ~$51 +0.00%
22 TRANSDIGM GROUP INC TDG $400.7M 1.95% 2,556,210 +2,556,210 2013-06-30 $157 ~$157 +0.00%
23 EQUINIX INC $385.5M 1.88% 2,087,116 +2,087,116 2013-06-30 $185 ~$185 +0.00%
24 REALOGY HLDGS CORP $379.6M 1.85% 7,900,805 +7,900,805 2013-06-30 $48 ~$48 +0.00%
25 CROWN CASTLE INTL CORP $365.7M 1.78% 5,052,143 +5,052,143 2013-06-30 $72 ~$72 +0.00%
26 TESLA MTRS INC TSLA $344.4M 1.68% 3,208,000 +3,208,000 2013-06-30 $107 ~$107 +0.00%
27 KINDER MORGAN INC DEL $335.1M 1.63% 65,457,804 +65,457,804 2013-06-30 $5 ~$5 +0.00%
28 VERISIGN INC VRSN $334.9M 1.63% 7,498,853 +7,498,853 2013-06-30 $45 ~$45 +0.00%
29 COACH INC $334.5M 1.63% 5,858,347 +5,858,347 2013-06-30 $57 ~$57 +0.00%
30 AMERICAN EXPRESS CO AXP $278.1M 1.35% 3,719,848 +3,719,848 2013-06-30 $75 ~$75 +0.00%