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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2020-03-31 $16.85B
Positions 39
Showing 10 of 10 rows (filtered from 51)

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 VISA INC V $536.5M 3.18% 3,329,975 +3,329,975 2013-06-30 $161 ~$3,957 -95.93%
2 BARCLAYS BK PLC $416.2M 2.47% 9,000,000 +9,000,000 2020-03-31 $46 ~$46 +0.00%
3 ARCONIC INC ARNCCHF $331.8M 1.97% 20,660,173 +20,660,173 2020-03-31 $16 ~$16 +0.00%
4 L BRANDS INC LBEUR $303.6M 1.80% 26,265,094 +26,265,094 2020-03-31 $12 ~$12 +0.00%
5 HILTON WORLDWIDE HLDGS INC HLT $201.5M 1.20% 2,952,652 +2,952,652 2020-03-31 $68 ~$68 +0.00%
6 CERIDIAN HCM HLDG INC DAY $162.5M 0.96% 3,244,680 +3,244,680 2020-03-31 $50 ~$50 +0.00%
7 LIVE NATION ENTERTAINMENT IN LYV $138.5M 0.82% 3,046,095 +3,046,095 2020-03-31 $45 ~$45 +0.00%
8 CADENCE DESIGN SYSTEM INC CDNS $85.1M 0.50% 1,288,594 +1,288,594 2020-03-31 $66 ~$66 +0.00%
9 UNDER ARMOUR INC UA $79.7M 0.47% 9,890,481 +9,890,481 2020-03-31 $8 ~$8 +0.00%
10 ANAPLAN INC PLANUSD $66.6M 0.40% 2,200,000 +2,200,000 2020-03-31 $30 ~$30 +0.00%