13F Notebook
← Dashboard
Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2021-09-30 $29.68B
Positions 39
Showing 8 of 8 rows (filtered from 43)

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 BATH & BODY WORKS INC BBWI $1.53B 5.16% 24,300,268 +24,300,268 2021-09-30 $63 ~$63 +0.00%
2 BILIBILI INC BILI $569.9M 1.92% 8,612,782 +8,612,782 2020-12-31 $66 ~$86 -23.22%
3 VICTORIAS SECRET AND CO VSCO $475.8M 1.60% 8,609,543 +8,609,543 2021-09-30 $55 ~$55 +0.00%
4 VTEX $108.5M 0.37% 5,274,887 +5,274,887 2021-09-30 $21 ~$21 +0.00%
5 AMPLITUDE INC AMPL $88.4M 0.30% 1,627,000 +1,627,000 2021-09-30 $54 ~$54 +0.00%
6 NETEASE INC NTES $86.7M 0.29% 1,015,388 +1,015,388 2021-09-30 $85 ~$85 +0.00%
7 MARQETA INC MQ $58.0M 0.20% 2,621,520 +2,621,520 2021-09-30 $22 ~$22 +0.00%
8 FRESHWORKS INC FRSH $11.7M 0.04% 275,000 +275,000 2021-09-30 $43 ~$43 +0.00%