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Lone Pine Capital is the filer, and this row is the firm rather than one manager. Stephen Mandel founded it and stepped back from day-to-day portfolio management in 2019. Later accounts describe investment decisions shared by David Craver and Kelly Granat, with Rahul Anne named a portfolio manager in 2026. The style is concentrated growth.
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Portfolio value
$16.36B
Number of holdings
34
Report date
Jun 30, 2026
Filing date
Jun 30, 2026
Shares
4,258,008
Value
$1.18B
Weight
7.19%
Shares
569,174
Value
$1.13B
Weight
6.92%
Shares
1,000,109
Value
$965M
Weight
5.9%
Shares
2,603,189
Value
$918M
Weight
5.61%
Shares
1,207,737
Value
$873M
Weight
5.34%
Shares
20,968,367
Value
$827M
Weight
5.06%
Shares
1,493,080
Value
$722M
Weight
4.42%
Shares
2,728,058
Value
$697M
Weight
4.26%
Shares
10,520,666
Value
$692M
Weight
4.23%
Shares
5,773,045
Value
$666M
Weight
4.07%
Shares
5,852,740
Value
$654M
Weight
4%
Shares
47,219,717
Value
$631M
Weight
3.86%
Shares
24,144,625
Value
$596M
Weight
3.65%
Shares
962,839
Value
$594M
Weight
3.63%
Shares
1,345,157
Value
$560M
Weight
3.42%
Shares
1,042,268
Value
$537M
Weight
3.28%
Shares
2,738,075
Value
$512M
Weight
3.13%
Shares
609,643
Value
$512M
Weight
3.13%
Shares
4,914,492
Value
$503M
Weight
3.07%
Shares
13,280,030
Value
$470M
Weight
2.88%
Shares
1,219,099
Value
$343M
Weight
2.1%
Shares
7,020,026
Value
$111M
Weight
0.68%
Shares
1,209,848
Value
$102M
Weight
0.63%
Shares
215,574
Value
$77M
Weight
0.47%
Shares
845,070
Value
$63.5M
Weight
0.39%
Shares
577,666
Value
$50.3M
Weight
0.31%
Shares
101,242
Value
$48.4M
Weight
0.3%
Shares
57,851
Value
$43.7M
Weight
0.27%
Shares
28,532
Value
$38M
Weight
0.23%
Shares
792,717
Value
$33.8M
Weight
0.21%
Shares
6,187,585
Value
—
Weight
—
Shares
3,115,054
Value
—
Weight
—
Shares
2,267,056
Value
—
Weight
—
Shares
2,258,717
Value
—
Weight
—
Shares
1,817,947
Value
—
Weight
—
Shares
1,754,950
Value
—
Weight
—
Shares
809,522
Value
—
Weight
—
Shares
223,084
Value
—
Weight
—
Shares
179,308
Value
—
Weight
—
Shares
144,179
Value
—
Weight
—
Shares
104,655
Value
—
Weight
—
Shares
89,249
Value
—
Weight
—
Shares
68,844
Value
—
Weight
—
Shares
57,201
Value
—
Weight
—
Shares
2,405
Value
—
Weight
—
| Name | Symbol | Shares | Value | Weight | Move |
|---|---|---|---|---|---|
 | NBIS | 4,258,008 | $1.18B | 7.19% | + New |
 | ASML | 569,174 | $1.13B | 6.92% | − Trimmed |
 | STX | 1,000,109 | $965M | 5.9% | + New |
 | HD | 2,603,189 | $918M | 5.61% | + New |
 | AMAT | 1,207,737 | $873M | 5.34% | + New |
| MEDLINE INC | — | 20,968,367 | $827M | 5.06% | + Added |
 | LIN | 1,558,081 | $809M | 4.94% | + New |
 | TER | 1,493,080 | $722M | 4.42% | − Trimmed |
 | GLW | 2,728,058 | $697M | 4.26% | − Trimmed |
 | CVNA | 10,520,666 | $692M | 4.23% | + Added |
 | HUT | 5,773,045 | $666M | 4.07% | − Trimmed |
 | PFGC | 5,852,740 | $654M | 4% | + Added |
 | NU | 47,219,717 | $631M | 3.86% | + Added |
 | WULF | 24,144,625 | $596M | 3.65% | + Added |
 | CRS | 962,839 | $594M | 3.63% | − Trimmed |
 | MTZ | 1,345,157 | $560M | 3.42% | − Trimmed |
 | APP | 1,042,268 | $537M | 3.28% | − Trimmed |
 | TTMI | 2,738,075 | $512M | 3.13% | + New |
 | STRL | 609,643 | $512M | 3.13% | + New |
 | USFD | 4,914,492 | $503M | 3.07% | + Added |
 | ONON | 13,280,030 | $470M | 2.88% | + New |
 | LPLA | 1,219,099 | $343M | 2.1% | − Trimmed |
 | AGX | 368,673 | $294M | 1.8% | − Trimmed |
 | BTDR | 7,020,026 | $111M | 0.68% | + New |
 | SHAZ | 1,209,848 | $102M | 0.63% | + New |
 | GOOGL | 215,574 | $77M | 0.47% | + Added |
 | KGS | 845,070 | $63.5M | 0.39% | + New |
 | V | 165,960 | $56.9M | 0.35% | + Added |
 | IBKR | 577,666 | $50.3M | 0.31% | + New |
 | TSM | 101,242 | $48.4M | 0.3% | − Trimmed |
 | SE | 494,581 | $47.4M | 0.29% | + New |
 | MCK | 57,851 | $43.7M | 0.27% | − Trimmed |
 | TDG | 28,532 | $38M | 0.23% | − Trimmed |
 | BN | 792,717 | $33.8M | 0.21% | − Trimmed |
 | VST | 6,187,585 | — | — | − Sold |
 | ENTG | 3,115,054 | — | — | − Sold |
 | COF | 2,267,056 | — | — | − Sold |
 | THC | 2,258,717 | — | — | − Sold |
 | TLN | 1,817,947 | — | — | − Sold |
 | CLH | 1,754,950 | — | — | − Sold |
 | CIEN | 809,522 | — | — | − Sold |
 | APH | 223,084 | — | — | − Sold |
 | KKR | 179,308 | — | — | − Sold |
 | VMC | 144,179 | — | — | − Sold |
 | BSX | 104,655 | — | — | − Sold |
 | HLT | 89,249 | — | — | − Sold |
 | SPOT | 68,844 | — | — | − Sold |
 | MA | 57,201 | — | — | − Sold |
 | BKNG | 2,405 | — | — | − Sold |
The filing did not confirm the value unit. Figures treat reported values as dollars.
Figures and reports come from a third-party data provider. Chartloom cannot confirm that they are complete, current, or accurate.