Фонды
Lone Pine Capital
Стивен Мандел
под управлением на дату подачи
16.4 млрд $
позиций
34
подана
14 августа 2026
| Тикер | Название | Доля | Δ снимка |
|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. | 7.19% | — |
| ASML | ASML HLDG NV | 6.92% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 5.9% | — |
| HD | HOME DEPOT INC | 5.61% | — |
| AMAT | APPLIED MATLS INC | 5.34% | — |
| MDLN | MEDLINE INC | 5.06% | — |
| LIN | LINDE PLC | 4.94% | — |
| TER | TERADYNE INC | 4.42% | — |
| GLW | CORNING INC | 4.26% | — |
| CVNA | CARVANA CO | 4.23% | — |
| HUT | HUT 8 CORP | 4.07% | — |
| PFGC | PERFORMANCE FOOD GROUP CO | 4.0% | — |
| NU | NU HLDGS LTD | 3.86% | — |
| WULF | TERAWULF INC | 3.65% | — |
| CRS | CARPENTER TECHNOLOGY CORP | 3.63% | — |
| MTZ | MASTEC INC | 3.42% | — |
| APP | APPLOVIN CORP | 3.28% | — |
| TTMI | TTM TECHNOLOGIES INC | 3.13% | — |
| STRL | STERLING INFRASTRUCTURE INC | 3.13% | — |
| USFD | US FOODS HLDG CORP | 3.07% | — |
| ONON | ON HLDG AG | 2.88% | — |
| LPLA | LPL FINL HLDGS INC | 2.1% | — |
| AGX | ARGAN INC | 1.8% | — |
| BTDR | BITDEER TECHNOLOGIES GROUP | 0.68% | — |
| SHAZ | SHARONAI HOLDINGS INC | 0.63% | — |
| GOOGL | ALPHABET INC | 0.47% | — |
| KGS | KODIAK GAS SVCS INC | 0.39% | — |
| V | VISA INC | 0.35% | — |
| IBKR | INTERACTIVE BROKERS GROUP IN | 0.31% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.3% | — |
| SE | SEA LTD | 0.29% | — |
| MCK | MCKESSON CORP | 0.27% | — |
| TDG | TRANSDIGM GROUP INC | 0.23% | — |
| BN | BROOKFIELD CORP | 0.21% | — |