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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2013-09-30 $22.40B
Positions 54
Showing 11 of 11 rows (filtered from 68)

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 BAIDU INC BIDU $820.8M 3.67% 5,289,262 +5,289,262 2013-09-30 $155 ~$155 +0.00%
2 TWENTY FIRST CENTY FOX INC $626.7M 2.80% 18,700,570 +18,700,570 2013-09-30 $34 ~$34 +0.00%
3 MASTERCARD INC MA $471.4M 2.10% 700,604 +700,604 2013-09-30 $673 ~$673 +0.00%
4 DAVITA HEALTHCARE PARTNERS I DVA $358.6M 1.60% 6,302,027 +6,302,027 2013-09-30 $57 ~$57 +0.00%
5 UNITED STATES NATL GAS FUND $301.6M 1.35% 16,500,000 +16,500,000 2013-09-30 $18 ~$18 +0.00%
6 PANDORA MEDIA INC $253.4M 1.13% 10,085,216 +10,085,216 2013-09-30 $25 ~$25 +0.00%
7 AMAZON COM INC AMZN $241.9M 1.08% 773,737 +773,737 2013-09-30 $313 ~$313 +0.00%
8 SOLARWINDS INC $199.9M 0.89% 5,701,473 +5,701,473 2013-09-30 $35 ~$35 +0.00%
9 LOWES COS INC LOW $100.7M 0.45% 2,114,588 +2,114,588 2013-09-30 $48 ~$48 +0.00%
10 SEAWORLD ENTMT INC PRKS $51.4M 0.23% 1,736,193 +1,736,193 2013-09-30 $30 ~$30 +0.00%
11 BLACKBERRY LTD BB $199K 0.00% 25,000 +25,000 2013-09-30 $8 ~$8 +0.00%