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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2021-06-30 $31.03B
Positions 35
Showing 10 of 10 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 AMAZON COM INC AMZN $1.67B 5.37% 484,741 +2,997 +0.62% 5.41% 2013-09-30 $3,440 ~$2,214 +55.41%
2 SQUARE INC XYZ $1.39B 4.49% 5,715,271 +2,570,126 +81.72% 2.59% 2018-03-31 $244 ~$144 +69.56%
3 SERVICENOW INC NOW $1.36B 4.37% 2,468,798 +990,073 +66.95% 2.69% 2017-06-30 $550 ~$364 +50.89%
4 DOORDASH INC DASH $1.33B 4.29% 7,460,157 +736,606 +10.96% 3.20% 2020-12-31 $178 ~$140 +26.97%
5 MATCH GROUP INC NEW MTCH $1.25B 4.03% 7,746,500 +1,541,815 +24.85% 3.10% 2020-09-30 $161 ~$122 +31.72%
6 COUPA SOFTWARE INC COUPEUR $1.22B 3.94% 4,669,637 +517,724 +12.47% 3.84% 2019-06-30 $262 ~$211 +24.29%
7 GLOBAL PMTS INC GPN $1.04B 3.35% 5,542,294 +1,296,998 +30.55% 3.11% 2019-09-30 $188 ~$171 +9.67%
8 FARFETCH LTD FTCHQ $950.1M 3.06% 18,866,886 +5,185,556 +37.90% 2.63% 2020-12-31 $50 ~$59 -14.46%
9 WORKDAY INC WDAY $818.2M 2.64% 3,427,366 +1,273,903 +59.16% 1.94% 2013-06-30 $239 ~$19,518 -98.78%
10 STONECO LTD $593.2M 1.91% 8,846,433 +2,312,176 +35.39% 1.45% 2018-12-31 $67 ~$43 +54.27%