Fund detail
Lone Pine Capital (Mandel)
tiger-cub, growth, active
Quarters
52
2019-09-30
$17.00B
Positions
37
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 | $1.22B | 7.17% | 7,292,562 | +1,416,900 | +24.11% | 6.19% | 2016-09-30 | $167 | ~$141 | +18.70% | |
| 2 | AMAZON COM INC AMZN | $1.08B | 6.35% | 621,979 | +155,468 | +33.33% | 5.49% | 2013-09-30 | $1,736 | ~$1,291 | +34.48% | |
| 3 | UNITEDHEALTH GROUP INC UNH | $984.2M | 5.79% | 4,528,854 | +756,600 | +20.06% | 5.72% | 2017-06-30 | $217 | ~$209 | +3.80% | |
| 4 | SALESFORCE COM INC CRM | $757.8M | 4.46% | 5,104,760 | +2,163,027 | +73.53% | 2.77% | 2017-06-30 | $148 | ~$142 | +4.17% | |
| 5 | AUTODESK INC ADSK | $665.8M | 3.92% | 4,507,799 | +517,907 | +12.98% | 4.04% | 2014-09-30 | $148 | ~$16,008 | -99.08% | |
| 6 | ACTIVISION BLIZZARD INC ATVIEUR | $595.1M | 3.50% | 11,244,387 | +919,853 | +8.91% | 3.03% | 2015-09-30 | $53 | ~$43 | +22.73% | |
| 7 | DOMINOS PIZZA INC DPZ | $532.7M | 3.13% | 2,177,742 | +930,487 | +74.60% | 2.16% | 2019-06-30 | $245 | ~$271 | -9.77% | |
| 8 | SQUARE INC XYZ | $496.2M | 2.92% | 8,010,127 | +4,695,296 | +141.65% | 1.49% | 2018-03-31 | $62 | ~$70 | -10.93% | |
| 9 | SERVICENOW INC NOW | $431.0M | 2.54% | 1,697,825 | +386,300 | +29.45% | 2.24% | 2017-06-30 | $254 | ~$152 | +67.51% | |
| 10 | MERCADOLIBRE INC MELI | $319.9M | 1.88% | 580,417 | +104,044 | +21.84% | 1.81% | 2017-09-30 | $551 | ~$366 | +50.73% | |
| 11 | ATLASSIAN CORP PLC | $261.1M | 1.54% | 2,081,512 | +2,043,612 | +5392.12% | 0.03% | 2019-06-30 | $125 | ~$128 | -2.15% | |
| 12 | SEA LTD SE | $212.4M | 1.25% | 6,862,222 | +728,100 | +11.87% | 1.27% | 2017-12-31 | $31 | ~$17 | +83.27% | |
| 13 | WORLD WRESTLING ENTMT INC WWEUSD | $210.5M | 1.24% | 2,959,183 | +266,875 | +9.91% | 1.21% | 2019-03-31 | $71 | ~$79 | -10.14% | |
| 14 | COUPA SOFTWARE INC COUPEUR | $180.9M | 1.06% | 1,396,116 | +743,292 | +113.86% | 0.51% | 2019-06-30 | $130 | ~$127 | +1.71% | |
| 15 | CHEWY INC CHWY | $124.7M | 0.73% | 5,071,531 | +1,778,608 | +54.01% | 0.72% | 2019-06-30 | $25 | ~$33 | -25.90% |