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Lone Pine Capital

Стивен Мандел

13F AUM 16.4 B $
positions 34
filed August 14, 2026
NBIS · 7.2% NBIS 7.2% ASML · 6.9% ASML 6.9% STX · 5.9% STX 5.9% HD · 5.6% HD 5.6% AMAT · 5.3% AMAT 5.3% MDLN · 5.1% MDLN 5.1% LIN · 4.9% LIN 4.9% TER · 4.4% TER GLW · 4.3% GLW CVNA · 4.2% CVNA HUT · 4.1% HUT PFGC · 4.0% PFGC NU · 3.9% NU WULF · 3.6% WULF CRS · 3.6% CRS MTZ · 3.4% MTZ APP · 3.3% APP TTMI · 3.1% TTMI STRL · 3.1% STRL 3.1% USFD · 3.1% USFD 3.1% ONON · 2.9% ONON LPLA · 2.1% LPLA 2.1% AGX · 1.8% AGX BTDR · 0.68% BTDR SHAZ · 0.63% SHAZ GOOGL · 0.47% KGS · 0.39% KGS V · 0.35% V IBKR · 0.31% TSM · 0.3% TSM SE · 0.29% SE MCK · 0.27% TDG · 0.23% TDG BN · 0.21%

Small cells: GOOGL 0.47%, IBKR 0.31%, MCK 0.27%, BN 0.21%.

added new trimmed unchanged