Fund detail
Lone Pine Capital (Mandel)
tiger-cub, growth, active
Quarters
52
2021-12-31
$24.41B
Positions
29
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 | AMAZON COM INC AMZN | $2.06B | 8.43% | 617,321 | +256,209 | +70.95% | 4.00% | 2013-09-30 | $3,334 | ~$2,669 | +24.95% | |
| 2 | WORKDAY INC WDAY | $1.59B | 6.51% | 5,814,667 | +840,799 | +16.90% | 4.19% | 2013-06-30 | $273 | ~$11,608 | -97.65% | |
| 3 | SNAP INC SNAP | $1.57B | 6.45% | 33,478,637 | +10,839,980 | +47.88% | 5.64% | 2017-03-31 | $47 | ~$41 | +13.82% | |
| 4 | DOORDASH INC DASH | $1.23B | 5.03% | 8,252,069 | +791,912 | +10.62% | 5.18% | 2020-12-31 | $149 | ~$144 | +3.40% | |
| 5 | MATCH GROUP INC NEW MTCH | $1.17B | 4.81% | 8,872,280 | +1,098,413 | +14.13% | 4.11% | 2020-09-30 | $132 | ~$125 | +5.56% | |
| 6 | RH RH | $859.6M | 3.52% | 1,603,888 | +313,268 | +24.27% | 2.90% | 2021-06-30 | $536 | ~$663 | -19.14% | |
| 7 | FARFETCH LTD FTCHQ | $817.0M | 3.35% | 24,439,933 | +1,494,801 | +6.51% | 2.90% | 2020-12-31 | $33 | ~$55 | -39.16% | |
| 8 | KE HLDGS INC BEKE | $622.9M | 2.55% | 30,957,063 | +755,277 | +2.50% | 1.86% | 2020-09-30 | $20 | ~$42 | -52.03% | |
| 9 | NETEASE INC NTES | $453.2M | 1.86% | 4,452,541 | +3,437,153 | +338.51% | 0.29% | 2021-09-30 | $102 | ~$92 | +10.97% | |
| 10 | CONFLUENT INC 8QR | $335.3M | 1.37% | 4,398,572 | +3,003,928 | +215.39% | 0.28% | 2021-06-30 | $76 | ~$62 | +22.00% | |
| 11 | MARQETA INC MQ | $300.1M | 1.23% | 17,476,795 | +14,855,275 | +566.67% | 0.20% | 2021-09-30 | $17 | ~$20 | -14.22% | |
| 12 | AMPLITUDE INC AMPL | $99.4M | 0.41% | 1,877,000 | +250,000 | +15.37% | 0.30% | 2021-09-30 | $53 | ~$54 | -2.41% |