As of Q1 2026, this manager reported 36 long-equity positions worth $12.54B in aggregate.
As of Q1 2026, Stephen Mandel's Lone Pine Capital held 36 long-equity positions with a reported value of $12.54B.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| V | VISA INC | Add +509.7% | 0.22% | 92,775 | $28.04M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| SPOT | SPOTIFY TECHNOLOGY S A | Add +287.6% | 0.27% | 68,844 | $33.38M | $484.91 | $405.00 - $609.20(39%)$575.00 -> $484.91 |
| APP | APPLOVIN CORP | Add +87.7% | 4.65% | 1,464,923 | $583.04M | $398.00 | $359.00 - $683.50(12%)$618.32 -> $398.00 |
| TDG | TRANSDIGM GROUP INC | Add +85.5% | 0.33% | 35,677 | $41.35M | $1158.96 | $1126.70 - $1463.03(10%)$1358.55 -> $1158.96 |
| HLT | HILTON WORLDWIDE HLDGS INC | Add +54.4% | 0.22% | 89,249 | $27.14M | $304.08 | $285.11 - $333.86(39%)$292.98 -> $304.08 |
| TLN | TALEN ENERGY CORP | Add +40.6% | 4.63% | 1,817,947 | $580.34M | $319.23 | $301.45 - $424.38(14%)$396.73 -> $319.23 |
| CRS | CARPENTER TECHNOLOGY CORP | Add +38.5% | 5.71% | 1,817,940 | $716.54M | $394.15 | $284.16 - $412.31(86%)$338.34 -> $394.15 |
| NU | NU HLDGS LTD | Add +28.3% | 4.35% | 38,011,225 | $546.22M | $14.37 | $13.41 - $18.98(17%)$17.02 -> $14.37 |
| CLH | CLEAN HARBORS INC | Add +27.3% | 4.01% | 1,754,950 | $503.2M | $286.73 | $233.73 - $298.12(82%)$243.44 -> $286.73 |
| THC | TENET HEALTHCARE CORP | Add +26.4% | 3.40% | 2,258,717 | $426.24M | $188.71 | $182.00 - $247.21(10%)$199.45 -> $188.71 |
| VST | VISTRA CORP | Add +18.7% | 7.42% | 6,187,585 | $930.18M | $150.33 | $138.53 - $182.56(27%)$165.23 -> $150.33 |
| ASML | ASML HLDG NV | Add +8.3% | 6.90% | 655,148 | $865.34M | $1320.83 | $1133.48 - $1547.22(45%)$1163.78 -> $1320.83 |
| TER | TERADYNE INC | New | 4.43% | 1,872,876 | $555.23M | $296.46 | $199.26 - $344.92(67%)$207.56 -> $296.46 |
| GLW | CORNING INC | New | 4.03% | 3,718,147 | $505.56M | $135.97 | $83.95 - $162.10(67%)$90.67 -> $135.97 |
| MTZ | MASTEC INC | New | 3.93% | 1,531,050 | $492.6M | $321.74 | $213.20 - $328.69(94%)$227.65 -> $321.74 |
| USFD | US FOODS HLDG CORP | New | 2.79% | 3,795,998 | $350.03M | $92.21 | $74.14 - $102.13(65%)$74.64 -> $92.21 |
| PFGC | PERFORMANCE FOOD GROUP CO | New | 2.72% | 3,978,158 | $340.77M | $85.66 | $80.82 - $99.86(25%)$88.05 -> $85.66 |
| MCK | MCKESSON CORP | New | 2.71% | 392,224 | $339.41M | $865.36 | $794.59 - $999.00(35%)$823.44 -> $865.36 |
| CIEN | CIENA CORP | New | 2.51% | 809,522 | $314.28M | $388.23 | $216.07 - $446.89(75%)$246.06 -> $388.23 |
| WULF | TERAWULF INC | New | 2.29% | 19,921,430 | $287.47M | $14.43 | $11.55 - $18.51(41%)$12.74 -> $14.43 |
| HUT | HUT 8 CORP | New | 2.27% | 6,078,951 | $285.16M | $46.91 | $42.06 - $66.07(20%)$51.27 -> $46.91 |
| ENTG | ENTEGRIS INC | Add +2.0% | 2.91% | 3,115,054 | $365.21M | $117.24 | $85.36 - $142.50(56%)$89.56 -> $117.24 |
| AGX | ARGAN INC | New | 1.71% | 393,134 | $214.12M | $544.65 | $305.69 - $588.00(85%)$325.96 -> $544.65 |
| GOOGL | ALPHABET INC | New | 0.43% | 187,561 | $53.94M | $287.56 | $272.11 - $349.00(20%)$315.15 -> $287.56 |
| MDLN | MEDLINE INC | Add +0.6% | 4.18% | 11,789,156 | $524.62M | $44.50 | $38.50 - $50.88(48%)$40.62 -> $44.50 |