Fund detail
Lone Pine Capital (Mandel)
tiger-cub, growth, active
Quarters
52
2017-06-30
$19.67B
Positions
33
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
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 | ALIBABA GROUP HLDG LTD BABA | $1.64B | 8.36% | 11,666,798 | +1,770,085 | +17.89% | 5.61% | 2016-09-30 | $141 | ~$105 | +34.00% | |
| 2 | FLEETCOR TECHNOLOGIES INC FLT1EUR | $945.4M | 4.81% | 6,555,504 | +2,053,731 | +45.62% | 3.59% | 2013-06-30 | $144 | ~$117 | +23.12% | |
| 3 | FACEBOOK INC META | $931.3M | 4.73% | 6,168,049 | +1,061,741 | +20.79% | 3.82% | 2013-06-30 | $151 | ~$7,636 | -98.02% | |
| 4 | QUINTILES IMS HOLDINGS INC | $900.0M | 4.57% | 10,055,780 | +4,079,739 | +68.27% | 2.53% | 2017-03-31 | $89 | ~$82 | +8.68% | |
| 5 | COMCAST CORP NEW CMCSA | $795.5M | 4.04% | 20,438,394 | +6,698,312 | +48.75% | 2.72% | 2014-06-30 | $39 | ~$31 | +27.26% | |
| 6 | EXPEDIA INC DEL EXPE | $673.8M | 3.42% | 4,523,614 | +2,401,713 | +113.19% | 1.41% | 2015-09-30 | $149 | ~$128 | +16.33% | |
| 7 | GRUPO TELEVISA SA TV | $500.4M | 2.54% | 20,535,367 | +2,096,700 | +11.37% | 2.52% | 2016-09-30 | $24 | ~$25 | -2.88% | |
| 8 | T MOBILE US INC TMUS | $431.8M | 2.20% | 7,123,517 | +1,145,298 | +19.16% | 2.03% | 2017-03-31 | $61 | ~$64 | -5.68% | |
| 9 | ARISTA NETWORKS INC ANETEUR | $276.5M | 1.41% | 1,845,638 | +577,702 | +45.56% | 0.88% | 2014-06-30 | $150 | ~$7,457 | -97.99% | |
| 10 | SNAP INC SNAP | $130.5M | 0.66% | 7,599,408 | +5,809,044 | +324.46% | 0.18% | 2017-03-31 | $17 | ~$19 | -7.70% | |
| 11 | BARCLAYS BK PLC | $12.8M | 0.06% | 1,000,000 | +200,000 | +25.00% | 0.07% | 2016-09-30 | $13 | ~$25 | -49.54% |