13F Notebook
← Dashboard
Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2015-12-31 $23.40B
Positions 45
Showing 16 of 16 rows (filtered from 55)

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 GRP INC $1.06B 4.55% 834,421 -157,831 -15.91% 5.00% 2013-06-30 $1,275 ~$273,584 -99.53%
2 FACEBOOK INC META $1.02B 4.38% 9,785,312 -916,947 -8.57% 3.92% 2013-06-30 $105 ~$10,705 -99.02%
3 JD COM INC JD $871.0M 3.72% 26,995,511 -16,500,488 -37.94% 4.62% 2014-06-30 $32 ~$8,032 -99.60%
4 CHARTER COMMUNICATIONS INC D $865.6M 3.70% 4,727,605 -4,872,652 -50.76% 6.88% 2013-06-30 $183 ~$2,093 -91.25%
5 EQUINIX INC EQIX $638.2M 2.73% 2,110,509 -540,266 -20.38% 2.95% 2015-03-31 $302 ~$234 +29.33%
6 MASTERCARD INC MA $598.8M 2.56% 6,150,587 -2,193,308 -26.29% 3.06% 2013-09-30 $97 ~$10,704 -99.09%
7 VALEANT PHARMACEUTICALS INTL $592.5M 2.53% 5,829,079 -1,632,701 -21.88% 5.42% 2013-06-30 $102 ~$128 -20.38%
8 TRANSDIGM GROUP INC TDG $496.0M 2.12% 2,171,359 -44,064 -1.99% 1.92% 2013-06-30 $228 ~$19,147 -98.81%
9 ELECTRONIC ARTS INC EA $442.8M 1.89% 6,443,613 -2,338,999 -26.63% 2.42% 2015-06-30 $69 ~$67 +2.46%
10 ADOBE SYS INC ADBE $376.9M 1.61% 4,012,185 -2,197,034 -35.38% 2.08% 2014-03-31 $94 ~$2,191 -95.71%
11 MOHAWK INDS INC MHK $357.3M 1.53% 1,886,750 -84,700 -4.30% 1.46% 2014-09-30 $189 ~$135 +40.13%
12 VULCAN MATLS CO VMC $275.6M 1.18% 2,902,347 -299,549 -9.36% 1.16% 2015-03-31 $95 ~$84 +12.80%
13 PROSHARES TR II $170.1M 0.73% 6,000,000 -6,000,000 -50.00% 2.74% 2015-06-30 $28 ~$44 -35.51%
14 FIDELITY NATIONAL FINANCIAL FNF $60.7M 0.26% 1,750,000 -6,677,113 -79.23% 1.22% 2015-03-31 $35 ~$37 -5.73%
15 BARCLAYS BK PLC $60.3M 0.26% 3,000,000 -2,500,000 -45.45% 0.57% 2013-12-31 $20 ~$7,252 -99.72%
16 CSX CORP CSX $13.9M 0.06% 534,300 -796,900 -59.86% 0.15% 2015-06-30 $26 ~$33 -20.52%