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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2021-03-31 $27.53B
Positions 38
Showing 17 of 17 rows (filtered from 45)

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 MICROSOFT CORP MSFT $1.84B 6.70% 7,824,597 +1,512,102 +23.95% 5.10% 2013-12-31 $236 ~$3,351 -92.96%
2 FACEBOOK INC META $1.67B 6.06% 5,662,359 +2,086,813 +58.36% 3.55% 2013-06-30 $295 ~$681 -56.78%
3 AMAZON COM INC AMZN $1.49B 5.41% 481,744 +224,618 +87.36% 3.04% 2013-09-30 $3,094 ~$2,207 +40.19%
4 SNAP INC SNAP $1.26B 4.56% 24,015,574 +4,504,987 +23.09% 3.55% 2017-03-31 $52 ~$32 +62.58%
5 ADOBE SYSTEMS INCORPORATED ADBE $1.25B 4.53% 2,622,406 +601,668 +29.77% 3.67% 2014-03-31 $475 ~$813 -41.54%
6 MERCADOLIBRE INC MELI $1.05B 3.82% 715,152 +118,041 +19.77% 3.64% 2017-09-30 $1,472 ~$1,132 +30.06%
7 DOORDASH INC DASH $881.7M 3.20% 6,723,551 +4,466,620 +197.91% 1.17% 2020-12-31 $131 ~$139 -5.59%
8 DEXCOM INC DXCM $852.9M 3.10% 2,373,148 +105,339 +4.64% 3.05% 2019-12-31 $359 ~$366 -1.83%
9 MATCH GROUP INC NEW MTCH $852.4M 3.10% 6,204,685 +937,602 +17.80% 2.89% 2020-09-30 $137 ~$116 +18.70%
10 SERVICENOW INC NOW $739.5M 2.69% 1,478,725 +268,139 +22.15% 2.42% 2017-06-30 $500 ~$257 +94.84%
11 FARFETCH LTD FTCHQ $725.4M 2.63% 13,681,330 +5,616,770 +69.65% 1.87% 2020-12-31 $53 ~$62 -13.92%
12 BILL COM HLDGS INC BILL $410.4M 1.49% 2,820,713 +52,006 +1.88% 1.37% 2020-09-30 $146 ~$105 +39.10%
13 STONECO LTD $400.0M 1.45% 6,534,257 +165,800 +2.60% 1.94% 2018-12-31 $61 ~$36 +69.33%
14 SNOWFLAKE INC SNOW $290.6M 1.06% 1,267,426 +965,366 +319.59% 0.31% 2020-09-30 $229 ~$254 -9.84%
15 ASCENDIS PHARMA A/S ASNDUSD $185.2M 0.67% 1,436,981 +542,448 +60.64% 0.54% 2020-12-31 $129 ~$160 -19.26%
16 ARGENX SE ARGX $150.4M 0.55% 546,259 +10,000 +1.86% 0.57% 2020-12-31 $275 ~$294 -6.30%
17 FATE THERAPEUTICS INC FATE $144.2M 0.52% 1,749,284 +865,618 +97.96% 0.29% 2020-12-31 $82 ~$89 -7.18%