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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2017-12-31 $19.16B
Positions 31
Showing 8 of 8 rows (filtered from 38)

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 IQVIA HLDGS INC IQV $966.1M 5.04% 9,868,332 +9,868,332 2017-12-31 $98 ~$98 +0.00%
2 AMAZON COM INC AMZN $900.5M 4.70% 769,996 +769,996 2013-09-30 $1,169 ~$400 +192.67%
3 CSX CORP CSX $626.2M 3.27% 11,383,382 +11,383,382 2015-06-30 $55 ~$38 +45.27%
4 ALPHABET INC GOOG $625.2M 3.26% 597,503 +597,503 2015-12-31 $1,046 ~$751 +39.30%
5 BLACKROCK INC BLKCHF $567.1M 2.96% 1,103,870 +1,103,870 2017-12-31 $514 ~$514 +0.00%
6 TRANSDIGM GROUP INC TDG $387.3M 2.02% 1,410,402 +1,410,402 2013-06-30 $275 ~$17,062 -98.39%
7 AGILENT TECHNOLOGIES INC A $241.6M 1.26% 3,607,622 +3,607,622 2017-12-31 $67 ~$67 +0.00%
8 SEA LTD SE $43.0M 0.22% 3,223,222 +3,223,222 2017-12-31 $13 ~$13 +0.00%