Stephen Mandel - Lone Pine Capital
Portfolio
$16.36 B
Positionen
34
Stichtag
2026-06-30
Quartal
Q2 2026
| NEBIUS GROUP N.V. | 7.19% | Buy |
| ASML HLDG NV | 6.92% | Reduce 13.12% |
| SEAGATE TECHNOLOGY HLDNGS PL | 5.90% | Buy |
| HOME DEPOT INC | 5.61% | Buy |
| APPLIED MATLS INC | 5.34% | Buy |
| MEDLINE INC | 5.06% | Add 77.86% |
| LINDE PLC | 4.94% | Buy |
| TERADYNE INC | 4.42% | Reduce 20.28% |
| CORNING INC | 4.26% | Reduce 26.63% |
| CARVANA CO | 4.23% | Add 499.57% |
| HUT 8 CORP | 4.07% | Reduce 5.03% |
| PERFORMANCE FOOD GROUP CO | 4.00% | Add 47.12% |
| NU HLDGS LTD | 3.86% | Add 24.23% |
| TERAWULF INC | 3.65% | Add 21.20% |
| CARPENTER TECHNOLOGY CORP | 3.63% | Reduce 47.04% |
| MASTEC INC | 3.42% | Reduce 12.14% |
| APPLOVIN CORP | 3.28% | Reduce 28.85% |
| TTM TECHNOLOGIES INC | 3.13% | Buy |
| STERLING INFRASTRUCTURE INC | 3.13% | Buy |
| US FOODS HLDG CORP | 3.07% | Add 29.47% |
| ON HLDG AG | 2.88% | Buy |
| LPL FINL HLDGS INC | 2.10% | Reduce 40.53% |
| ARGAN INC | 1.80% | Reduce 6.22% |
| BITDEER TECHNOLOGIES GROUP | 0.68% | Buy |
| SHARONAI HOLDINGS INC | 0.63% | Buy |
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