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Stephen Mandel — 13F History

Lone Pine Capital LLCCIK 0001061165Form 13F-HR on EDGAR
Portfolio value$16.4B
Positions34
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q2 2013: what Stephen Mandel bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$16.4B · 34 stocks · filed Aug 14, 2026
13 bought8 added13 reduced15 sold
Q1 2026$12.5B · 36 stocks · filed May 15, 2026
11 bought14 added11 reduced7 sold
Q4 2025$13.6B · 32 stocks · filed Feb 17, 2026
14 bought10 added7 reduced7 sold
Q3 2025$13.7B · 25 stocks · filed Nov 14, 2025
8 bought5 added10 reduced5 sold
Q2 2025$14.1B · 22 stocks · filed Aug 14, 2025
5 bought5 added11 reduced5 sold
Q1 2025$11.6B · 22 stocks · filed May 15, 2025
4 bought10 added7 reduced12 sold
Q4 2024$13.5B · 30 stocks · filed Feb 14, 2025
4 bought5 added19 reduced3 sold
Q3 2024$13.4B · 29 stocks · filed Nov 14, 2024
9 bought6 added12 reduced4 sold
Q2 2024$12.3B · 24 stocks · filed Aug 14, 2024
4 bought9 added6 reduced6 sold
Q1 2024$12.7B · 26 stocks · filed May 15, 2024
5 bought7 added13 reduced4 sold
sold UNHbought VSTbought SPOTreduced −59% DKSbought APPreduced −26% META
Q4 2023$11.6B · 25 stocks · filed Feb 14, 2024
4 bought6 added6 reduced5 sold
Q3 2023$10.4B · 26 stocks · filed Nov 14, 2023
4 bought7 added10 reduced7 sold
bought METAsold RHbought GOOGLsold Vsold NVDAreduced −47% BBWI

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.