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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2014-12-31 $23.85T
Positions 46
Showing 12 of 12 rows (filtered from 57)

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 MASTERCARD INC MA $1.73T 7.24% 20,030,460 +4,947,673 +32.80% 4.36% 2013-09-30 $86,160 ~$10,704 +704.92%
2 PRICELINE GRP INC $1.59T 6.68% 1,398,233 +668,968 +91.73% 3.30% 2013-06-30 $1,140,210 ~$273,584 +316.77%
3 FACEBOOK INC META $1.05T 4.42% 13,502,615 +4,864,102 +56.31% 2.67% 2013-06-30 $78,020 ~$14,105 +453.14%
4 DOLLAR GEN CORP NEW DG $913.31B 3.83% 12,918,112 +3,612,267 +38.82% 2.22% 2013-06-30 $70,700 ~$9,932 +611.85%
5 ADOBE SYS INC ADBE $885.43B 3.71% 12,179,247 +712,237 +6.21% 3.10% 2014-03-31 $72,700 ~$2,191 +3218.06%
6 EQUINIX INC $882.09B 3.70% 3,890,489 +1,241,429 +46.86% 2.20% 2013-06-30 $226,730 ~$36,336 +523.98%
7 AUTODESK INC ADSK $868.67B 3.64% 14,463,336 +10,061,891 +228.60% 0.95% 2014-09-30 $60,060 ~$20,927 +186.99%
8 CANADIAN PAC RY LTD $690.92B 2.90% 3,585,666 +78,002 +2.22% 2.84% 2013-06-30 $192,690 ~$2,246 +8480.57%
9 CHENIERE ENERGY INC LNG $620.85B 2.60% 8,818,922 +1,912,013 +27.68% 2.16% 2014-06-30 $70,400 ~$7,699 +814.35%
10 CHARTER COMMUNICATIONS INC D $544.69B 2.28% 3,269,032 +163,218 +5.26% 1.84% 2013-06-30 $166,620 ~$4,295 +3779.03%
11 JAZZ PHARMACEUTICALS PLC $308.41B 1.29% 1,883,654 +95,047 +5.31% 1.12% 2014-03-31 $163,730 ~$4,267 +3737.53%
12 ARISTA NETWORKS INC ANETEUR $80.55B 0.34% 1,325,646 +603,364 +83.54% 0.25% 2014-06-30 $60,760 ~$13,883 +337.65%