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13F tracker / Long/short equity
Stephen Mandel (founder) · EDGAR filer: LONE PINE CAPITAL LLC (CIK 1061165)
| # | Issuer | Value | Shares / contracts underlying | % of 13F |
|---|---|---|---|---|
| 1 | NEBIUS GROUP N.V.SHS CLASS A | $1.18B | 4,258,008 | 7.2% |
| 2 | ASML HLDG NVN Y REGISTRY SHS | $1.13B | 569,174 | 6.9% |
| 3 | SEAGATE TECHNOLOGY HLDNGS PLORD SHS | $965.1M | 1,000,109 | 5.9% |
| 4 | HOME DEPOT INCCOM | $918.1M | 2,603,189 | 5.6% |
| 5 | APPLIED MATLS INCCOM | $873.2M | 1,207,737 | 5.3% |
| 6 | MEDLINE INCCOM CL A | $827.0M | 20,968,367 | 5.1% |
| 7 | LINDE PLCSHS | $808.6M | 1,558,081 | 4.9% |
| 8 | TERADYNE INCCOM | $722.4M | 1,493,080 | 4.4% |
| 9 | CORNING INCCOM | $696.8M | 2,728,058 | 4.3% |
| 10 | CARVANA COCL A | $692.5M | 10,520,666 | 4.2% |
| 11 | HUT 8 CORPCOM | $666.5M | 5,773,045 | 4.1% |
| 12 | PERFORMANCE FOOD GROUP COCOM | $654.3M | 5,852,740 | 4.0% |
| 13 | NU HLDGS LTDORD SHS CL A | $630.9M | 47,219,717 | 3.9% |
| 14 | TERAWULF INCCOM | $596.4M | 24,144,625 | 3.6% |
| 15 | CARPENTER TECHNOLOGY CORPCOM | $593.9M | 962,839 | 3.6% |
| Issuer | Value | Shares | Change |
|---|---|---|---|
| NEBIUS GROUP N.V.SHS CLASS A | $1.18B | 4,258,008 | NEW |
| SEAGATE TECHNOLOGY HLDNGS PLORD SHS | $965.1M | 1,000,109 | NEW |
| HOME DEPOT INCCOM | $918.1M | 2,603,189 | NEW |
| APPLIED MATLS INCCOM | $873.2M | 1,207,737 | NEW |
| LINDE PLCSHS | $808.6M | 1,558,081 | NEW |
| TTM TECHNOLOGIES INCCOM | $512.1M | 2,738,075 | NEW |
| STERLING INFRASTRUCTURE INCCOM | $511.7M | 609,643 | NEW |
| ON HLDG AGNAMEN AKT A | $470.4M | 13,280,030 | NEW |
| BITDEER TECHNOLOGIES GROUPCL A ORD SHS | $111.4M | 7,020,026 | NEW |
| SHARONAI HOLDINGS INCCOM CL A | $102.4M | 1,209,848 | NEW |
| Issuer | Value | Shares | Change |
|---|---|---|---|
| MEDLINE INCCOM CL A | $827.0M | 20,968,367 | +78% |
| CARVANA COCL A | $692.5M | 10,520,666 | +500% |
| PERFORMANCE FOOD GROUP COCOM | $654.3M | 5,852,740 | +47% |
| NU HLDGS LTDORD SHS CL A | $630.9M | 47,219,717 | +24% |
| TERAWULF INCCOM | $596.4M | 24,144,625 | +21% |
| US FOODS HLDG CORPCOM | $502.5M | 4,914,492 | +29% |
| ALPHABET INCCAP STK CL A | $77.0M | 215,574 | +15% |
| VISA INCCOM CL A | $56.9M | 165,960 | +79% |
VISTRA CORP · TALEN ENERGY CORP · CLEAN HARBORS INC · TENET HEALTHCARE CORP · CAPITAL ONE FINL CORP · ENTEGRIS INC · CIENA CORP · VULCAN MATLS CO · SPOTIFY TECHNOLOGY S A · MASTERCARD INCORPORATED
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