Fund detail
Lone Pine Capital (Mandel)
tiger-cub, growth, active
Quarters
52
2025-12-31
$13.61B
Positions
32
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 | ASML HOLDING N V | $647.3M | 4.76% | 605,017 | +605,017 | 2013-06-30 | $1,070 | ~$590 | +81.39% | |||
| 2 | DOORDASH INC DASH | $573.0M | 4.21% | 2,529,879 | +2,529,879 | 2020-12-31 | $226 | ~$144 | +57.27% | |||
| 3 | MEDLINE INC MDLN | $492.1M | 3.62% | 11,716,697 | +11,716,697 | 2025-12-31 | $42 | ~$42 | +0.00% | |||
| 4 | CARPENTER TECHNOLOGY CORP CRS | $413.4M | 3.04% | 1,312,938 | +1,312,938 | 2025-12-31 | $315 | ~$315 | +0.00% | |||
| 5 | TENET HEALTHCARE CORP THC | $355.2M | 2.61% | 1,787,326 | +1,787,326 | 2025-12-31 | $199 | ~$199 | +0.00% | |||
| 6 | CLEAN HARBORS INC CLH | $323.1M | 2.37% | 1,378,125 | +1,378,125 | 2025-12-31 | $234 | ~$234 | +0.00% | |||
| 7 | AFFIRM HLDGS INC AFRM | $284.1M | 2.09% | 3,817,170 | +3,817,170 | 2025-12-31 | $74 | ~$74 | +0.00% | |||
| 8 | ENTEGRIS INC ENTG | $257.3M | 1.89% | 3,054,230 | +3,054,230 | 2025-12-31 | $84 | ~$84 | +0.00% | |||
| 9 | MASTERCARD INCORPORATED MA | $55.0M | 0.40% | 96,338 | +96,338 | 2013-09-30 | $571 | ~$1,063 | -46.30% | |||
| 10 | TRANSDIGM GROUP INC TDG | $25.6M | 0.19% | 19,228 | +19,228 | 2013-06-30 | $1,330 | ~$5,122 | -74.04% | |||
| 11 | BOSTON SCIENTIFIC CORP BSX | $19.2M | 0.14% | 201,703 | +201,703 | 2025-12-31 | $95 | ~$95 | +0.00% | |||
| 12 | HILTON WORLDWIDE HLDGS INC HLT | $16.6M | 0.12% | 57,817 | +57,817 | 2020-03-31 | $287 | ~$68 | +320.94% | |||
| 13 | SPOTIFY TECHNOLOGY S A | $10.3M | 0.08% | 17,762 | +17,762 | 2024-03-31 | $581 | ~$264 | +120.05% | |||
| 14 | VISA INC V | $5.3M | 0.04% | 15,217 | +15,217 | 2013-06-30 | $351 | ~$2,077 | -83.11% |