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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2017-03-31 $19.01B
Positions 34
Showing 8 of 8 rows (filtered from 48)

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 CSX CORP CSX $669.3M 3.52% 14,378,423 +14,378,423 2015-06-30 $47 ~$36 +28.89%
2 COMCAST CORP NEW CMCSA $516.5M 2.72% 13,740,082 +13,740,082 2014-06-30 $38 ~$27 +40.04%
3 QUINTILES IMS HOLDINGS INC $481.3M 2.53% 5,976,041 +5,976,041 2017-03-31 $81 ~$81 +0.00%
4 T MOBILE US INC TMUS $386.1M 2.03% 5,978,219 +5,978,219 2017-03-31 $65 ~$65 +0.00%
5 HUMANA INC HUM $244.1M 1.28% 1,184,119 +1,184,119 2014-09-30 $206 ~$130 +58.22%
6 ALBEMARLE CORP ALB $208.4M 1.10% 1,972,767 +1,972,767 2017-03-31 $106 ~$106 +0.00%
7 ARISTA NETWORKS INC ANETEUR $167.7M 0.88% 1,267,936 +1,267,936 2014-06-30 $132 ~$10,790 -98.77%
8 SNAP INC SNAP $34.9M 0.18% 1,790,364 +1,790,364 2017-03-31 $19 ~$19 +0.00%