Fund detail
Lone Pine Capital (Mandel)
tiger-cub, growth, active
Quarters
52
2020-12-31
$27.51B
Positions
41
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 | SHOPIFY INC SHOP | $2.03B | 7.39% | 1,795,290 | +72,742 | +4.22% | 7.57% | 2019-03-31 | $1,132 | ~$329 | +243.74% | |
| 2 | NETFLIX INC NFLX | $1.33B | 4.82% | 2,452,120 | +200,897 | +8.92% | 4.84% | 2014-12-31 | $541 | ~$30,375 | -98.22% | |
| 3 | ADOBE SYSTEMS INCORPORATED ADBE | $1.01B | 3.67% | 2,020,738 | +331,125 | +19.60% | 3.56% | 2014-03-31 | $500 | ~$910 | -45.04% | |
| 4 | MERCADOLIBRE INC MELI | $1.00B | 3.64% | 597,111 | +383,509 | +179.54% | 0.99% | 2017-09-30 | $1,675 | ~$1,045 | +60.37% | |
| 5 | MASTERCARD INCORPORATED MA | $970.7M | 3.53% | 2,719,397 | +955,826 | +54.20% | 2.56% | 2013-09-30 | $357 | ~$4,858 | -92.65% | |
| 6 | DEXCOM INC DXCM | $838.5M | 3.05% | 2,267,809 | +1,804,722 | +389.72% | 0.82% | 2019-12-31 | $370 | ~$366 | +0.97% | |
| 7 | ATLASSIAN CORP PLC | $800.6M | 2.91% | 3,423,119 | +133,573 | +4.06% | 2.57% | 2019-06-30 | $234 | ~$148 | +57.86% | |
| 8 | DATADOG INC DDOG | $698.0M | 2.54% | 7,090,101 | +541,225 | +8.26% | 2.87% | 2020-06-30 | $98 | ~$88 | +11.90% | |
| 9 | NUANCE COMMUNICATIONS INC NUANEUR | $397.2M | 1.44% | 9,009,792 | +529,174 | +6.24% | 1.21% | 2020-09-30 | $44 | ~$34 | +31.57% | |
| 10 | BILL COM HLDGS INC BILL | $377.9M | 1.37% | 2,768,707 | +552,441 | +24.93% | 0.95% | 2020-09-30 | $137 | ~$104 | +31.35% |