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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2022-03-31 $16.81B
Positions 30
Showing 9 of 9 rows (filtered from 38)

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 TAIWAN SEMICONDUCTOR MFG LTD TSM $832.1M 4.95% 7,981,414 +7,981,414 2018-03-31 $104 ~$44 +138.25%
2 META PLATFORMS INC META $814.3M 4.84% 3,662,065 +3,662,065 2013-06-30 $222 ~$617 -63.97%
3 ATLASSIAN CORP PLC $411.7M 2.45% 1,401,024 +1,401,024 2019-06-30 $294 ~$148 +98.34%
4 DICKS SPORTING GOODS INC DKS $373.2M 2.22% 3,731,656 +3,731,656 2022-03-31 $100 ~$100 +0.00%
5 BILL COM HLDGS INC BILL $309.6M 1.84% 1,365,353 +1,365,353 2020-09-30 $227 ~$105 +116.81%
6 THERMO FISHER SCIENTIFIC INC TMO $307.6M 1.83% 520,709 +520,709 2013-06-30 $591 ~$85 +597.92%
7 HUBSPOT INC HUBS $212.3M 1.26% 446,951 +446,951 2019-12-31 $475 ~$150 +217.64%
8 FIRST CTZNS BANCSHARES INC N FCNCA $61.0M 0.36% 91,634 +91,634 2022-03-31 $666 ~$666 +0.00%
9 PROSHARES TR II $8.3M 0.05% 500,000 +500,000 2022-03-31 $17 ~$17 +0.00%