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Fund detail

Lone Pine Capital (Mandel)

tiger-cub, growth, active

Quarters 52
2024-06-30 $12.33B
Positions 24
Showing 4 of 4 rows (filtered from 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 UNITEDHEALTH GROUP INC UNH $480.9M 3.90% 944,317 +944,317 2017-06-30 $509 ~$316 +61.14%
2 HOWMET AEROSPACE INC HWM $284.5M 2.31% 3,665,321 +3,665,321 2020-06-30 $78 ~$16 +389.78%
3 GE VERNOVA INC GEV $253.3M 2.05% 1,477,008 +1,477,008 2024-06-30 $172 ~$172 +0.00%
4 ARES MANAGEMENT CORPORATION ARES $209.9M 1.70% 1,574,763 +1,574,763 2024-06-30 $133 ~$133 +0.00%