Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52

2024-06-30 $12.33B

Positions 24

Fund Profile

Stored public background and source notes.

Background

Founded 1997 by Stephen Mandel after leaving Julian Robertson's Tiger Management. Mandel stepped back from day-to-day PM in 2019 but stayed involved. The strategy is fundamental long/short equity with a growth-quality bias, U.S. and global.

Key People

Stephen Mandel Founder
Considered one of the strongest post-Tiger PMs of his generation.
David Craver Managing Director / Investment Partner
Senior investment partner in the post-Mandel era.
Kelly Granat Managing Director / Investment Partner
Senior investment partner in the post-Mandel era.

Track Record / Style

Strong record into the 2010s, frequently cited among the best Tiger Cub hedge funds. 2021–2022 were tough years for Tiger Cub growth shops including Lone Pine. Useful comparison filer against Coatue, Viking, and Tiger Global to separate idiosyncratic conviction from common Tiger Cub positioning.

Profile Sources

2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30

Top 10 $12.33B 24 positions total

Issuer

Value

Weight

Share Δ%

TAIWAN SEMICONDUCTOR MFG LTD TSM $1.04B 8.46% -2.76% MICROSOFT CORP MSFT $902.9M 7.32% +4.68% AMAZON COM INC AMZN $859.6M 6.97% -1.01% META PLATFORMS INC META $703.1M 5.70% -34.77% PHILIP MORRIS INTL INC PM $676.0M 5.48% +0.00% KKR & CO INC KKR $672.0M 5.45% -8.68% ASML HOLDING N V $601.3M 4.88% +19.00% INTUIT INTU $593.1M 4.81% +0.00% VISTRA CORP VST $587.9M 4.77% +6.63% SPOTIFY TECHNOLOGY S A $529.5M 4.29% +0.00% Others (14 positions) $5.16B 41.86%

Total Disclosed Value

2013-06-30 → 2026-03-31 · $20.53B → $12.54B