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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2020-12-31 $27.51B
Positions 41
Showing 15 of 15 rows (filtered from 47)

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 SNAP INC SNAP $976.9M 3.55% 19,510,587 +19,510,587 2017-03-31 $50 ~$28 +80.30%
2 CARVANA CO CVNA $586.5M 2.13% 2,448,265 +2,448,265 2019-12-31 $240 ~$144 +66.07%
3 BILIBILI INC BILI $514.7M 1.87% 6,004,127 +6,004,127 2020-12-31 $86 ~$86 +0.00%
4 FARFETCH LTD FTCHQ $514.6M 1.87% 8,064,560 +8,064,560 2020-12-31 $64 ~$64 +0.00%
5 FIDELITY NATL INFORMATION SV FIS $396.1M 1.44% 2,799,907 +2,799,907 2020-12-31 $141 ~$141 +0.00%
6 DOORDASH INC DASH $322.2M 1.17% 2,256,931 +2,256,931 2020-12-31 $143 ~$143 +0.00%
7 MONGODB INC MDB $315.9M 1.15% 879,832 +879,832 2020-12-31 $359 ~$359 +0.00%
8 BLUEPRINT MEDICINES CORP 2655787D $303.8M 1.10% 2,709,138 +2,709,138 2020-12-31 $112 ~$112 +0.00%
9 ARGENX SE ARGX $157.7M 0.57% 536,259 +536,259 2020-12-31 $294 ~$294 +0.00%
10 AMICUS THERAPEUTICS INC AM6 $154.2M 0.56% 6,678,788 +6,678,788 2020-12-31 $23 ~$23 +0.00%
11 ASCENDIS PHARMA A/S ASNDUSD $149.2M 0.54% 894,533 +894,533 2020-12-31 $167 ~$167 +0.00%
12 FATE THERAPEUTICS INC FATE $80.4M 0.29% 883,666 +883,666 2020-12-31 $91 ~$91 +0.00%
13 ZYMEWORKS INC ZYMEUSD $46.2M 0.17% 976,735 +976,735 2020-12-31 $47 ~$47 +0.00%
14 FORMA THERAPEUTICS HLDGS INC $27.9M 0.10% 800,000 +800,000 2020-12-31 $35 ~$35 +0.00%
15 XP INC $3.2M 0.01% 80,569 +80,569 2019-12-31 $40 ~$39 +2.98%