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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Stephen Mandel Jr. – Lone Pine Capital LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
34
Portfolio value:
$16,357,763,000
Filed:
Aug 14, 2026
Style:
Tiger Cub / Growth
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 2613 new8 added13 reduced15 exited
≡NBIS – NEBIUS GROUP N.V.Buy4,258,0087.19
≡STX – SEAGATE TECHNOLOGY HLDNGS PLBuy1,000,1095.90
≡HD – HOME DEPOT INCBuy2,603,1895.61
≡AMAT – APPLIED MATLS INCBuy1,207,7375.34
≡LIN – LINDE PLCBuy1,558,0814.94
≡TTMI – TTM TECHNOLOGIES INCBuy2,738,0753.13
≡STRL – STERLING INFRASTRUCTURE INCBuy609,6433.13
≡ONON – ON HLDG AGBuy13,280,0302.88
≡WULF – TERAWULF INCAdd 21.20%4,223,1951.35
≡PFGC – PERFORMANCE FOOD GROUP COAdd 47.12%1,874,5821.28
≡MDLN – MEDLINE INCAdd 77.86%9,179,2110.87
≡BTDR – BITDEER TECHNOLOGIES GROUPBuy7,020,0260.68
≡SHAZ – SHARONAI HOLDINGS INCBuy1,209,8480.63
≡NU – NU HLDGS LTDAdd 24.23%9,208,492−0.50
≡KGS – KODIAK GAS SVCS INCBuy845,0700.39
≡IBKR – INTERACTIVE BROKERS GROUP INBuy577,6660.31
≡SE – SEA LTDBuy494,5810.29
≡USFD – US FOODS HLDG CORPAdd 29.47%1,118,4940.28
≡CVNA – CARVANA COAdd 499.57%8,765,957−0.16
≡V – VISA INCAdd 78.88%73,1850.12
≡GOOGL – ALPHABET INCAdd 14.94%28,0130.04
Q1 2026filed May 15, 2611 new12 added8 reduced7 exited
≡TER – TERADYNE INCBuy1,872,8764.43
≡GLW – CORNING INCBuy3,718,1474.03
≡MTZ – MASTEC INCBuy1,531,0503.93
≡USFD – US FOODS HLDG CORPBuy3,795,998
Q4 2025filed Feb 17, 2614 new8 added7 reduced7 exited
≡ASML – ASML HOLDING N VBuy605,0174.76
≡DASH – DOORDASH INCBuy2,529,8794.21
≡MDLN – MEDLINE INCBuy11,716,6973.62
≡CRS – CARPENTER TECHNOLOGY CORPBuy
Q3 2025filed Nov 14, 2510 new5 added9 reduced7 exited
≡APP – APPLOVIN CORPBuy1,109,1385.80
≡CVNA – CARVANA COBuy1,765,2914.85
≡AVGO – BROADCOM INCBuy1,549,4123.72
≡VMC – VULCAN MATLS COBuy1,384,624
Q2 2025filed Aug 14, 255 new7 added7 reduced7 exited
≡CVNACALL – CARVANA COAdd 460.31%1,765,2914.46
≡VST – VISTRA CORPAdd 40.50%1,864,9314.25
≡UNH – UNITEDHEALTH GROUP INCBuy1,693,3473.76
≡APP
Q1 2025filed May 15, 256 new8 added5 reduced12 exited
≡CVNA – CARVANA COBuy2,314,1684.18
≡TOL – TOLL BROTHERS INCBuy3,800,5803.47
≡CDNS – CADENCE DESIGN SYSTEM INCBuy1,218,3892.68
≡INTU – INTUITAdd 21.36%247,040
Q4 2024filed Feb 14, 254 new5 added17 reduced3 exited
≡LLY – ELI LILLY & COBuy782,8604.49
≡COF – CAPITAL ONE FINL CORPBuy3,235,8234.28
≡FLUT – FLUTTER ENTMT PLCBuy1,912,5193.67
≡PM – PHILIP MORRIS INTL INCAdd 44.36%
Q3 2024filed Nov 14, 249 new5 added11 reduced4 exited
≡CRM – SALESFORCE INCBuy2,337,8304.77
≡LEN – LENNAR CORPBuy2,927,6544.09
≡SBUX – STARBUCKS CORPBuy4,050,8502.95
≡WDAY – WORKDAY INCBuy1,604,385
Q2 2024filed Aug 14, 244 new7 added3 reduced6 exited
≡UNH – UNITEDHEALTH GROUP INCBuy944,3173.90
≡HWM – HOWMET AEROSPACE INCBuy3,665,3212.31
≡GEV – GE VERNOVA INCBuy1,477,0082.05
≡ARES – ARES MANAGEMENT CORPORATIONBuy
Q1 2024filed May 15, 245 new6 added11 reduced4 exited
≡VST – VISTRA CORPBuy6,412,8813.52
≡SPOT – SPOTIFY TECHNOLOGY S ABuy1,687,4153.51
≡APP – APPLOVIN CORPBuy5,319,6712.91
≡PM – PHILIP MORRIS INTL INCAdd 121.94%
Q4 2023filed Feb 14, 244 new3 added6 reduced5 exited
≡INTU – INTUITBuy748,5274.05
≡XYZ – BLOCK INCAdd 70.00%2,720,1232.76
≡BX – BLACKSTONE INCBuy2,219,0232.51
≡PM – PHILIP MORRIS INTL INCBuy3,005,791
Q3 2023filed Nov 14, 234 new7 added9 reduced7 exited
≡META – META PLATFORMS INCBuy2,779,1038.04
≡GOOGL – ALPHABET INCBuy3,113,0013.93
≡MA – MASTERCARD INCORPORATEDAdd 48.40%569,5342.42
≡SGI – TEMPUR SEALY INTL INCBuy
2.79
≡PFGC – PERFORMANCE FOOD GROUP COBuy3,978,1582.72
≡MCK – MCKESSON CORPBuy392,2242.71
≡CRS – CARPENTER TECHNOLOGY CORPAdd 38.46%505,0022.68
≡CIEN – CIENA CORPBuy809,5222.51
≡WULF – TERAWULF INCBuy19,921,4302.29
≡HUT – HUT 8 CORPBuy6,078,9512.27
≡ASML – ASML HLDG NVAdd 8.29%50,1312.14
≡AGX – ARGAN INCBuy393,1341.71
≡CLH – CLEAN HARBORS INCAdd 27.34%376,8251.64
≡VST – VISTRA CORPAdd 18.72%975,7001.24
≡TLN – TALEN ENERGY CORPAdd 40.65%525,4311.07
≡THC – TENET HEALTHCARE CORPAdd 26.37%471,3910.79
≡APP – APPLOVIN CORPAdd 87.68%684,3930.78
≡NU – NU HLDGS LTDAdd 28.29%8,380,9880.71
≡GOOGL – ALPHABET INCBuy187,5610.43
≡SPOT – SPOTIFY TECHNOLOGY S AAdd 287.59%51,0820.19
≡V – VISA INCAdd 509.68%77,5580.18
≡TDG – TRANSDIGM GROUP INCAdd 85.55%16,4490.14
≡HLT – HILTON WORLDWIDE HLDGS INCAdd 54.36%31,4320.09
1,312,938
3.04
≡THC – TENET HEALTHCARE CORPBuy1,787,3262.61
≡CLH – CLEAN HARBORS INCBuy1,378,1252.37
≡AFRM – AFFIRM HLDGS INCBuy3,817,1702.09
≡ENTG – ENTEGRIS INCBuy3,054,2301.89
≡KKR – KKR & CO INCAdd 22.56%920,5240.83
≡NU – NU HLDGS LTDAdd 16.62%4,223,7880.68
≡AVGO – BROADCOM INCAdd 11.67%180,8040.68
≡VST – VISTRA CORPAdd 10.91%512,644−0.52
≡VMC – VULCAN MATLS COAdd 21.62%299,3080.43
≡MA – MASTERCARD INCORPORATEDBuy96,3380.40
≡BN – BROOKFIELD CORPAdd 56.40%5,742,0120.29
≡TDG – TRANSDIGM GROUP INCBuy19,2280.19
≡BSX – BOSTON SCIENTIFIC CORPBuy201,7030.14
≡TLN – TALEN ENERGY CORPAdd 8.39%100,000−0.13
≡HLT – HILTON WORLDWIDE HLDGS INCBuy57,8170.12
≡SPOT – SPOTIFY TECHNOLOGY S ABuy17,7620.08
≡WING – WINGSTOP INCAdd 6.97%104,0130.06
≡V – VISA INCBuy15,2170.04
3.10
≡NU – NU HLDGS LTDBuy25,406,4492.96
≡WING – WINGSTOP INCBuy1,491,2452.73
≡APH – AMPHENOL CORP NEWBuy3,023,2312.72
≡BN – BROOKFIELD CORPAdd 81.12%4,559,9632.61
≡SE – SEA LTDBuy1,869,5012.43
≡CIEN – CIENA CORPBuy2,006,6622.13
≡ETSY – ETSY INCBuy3,880,3161.87
≡PM – PHILIP MORRIS INTL INCAdd 67.33%1,856,7491.87
≡TLN – TALEN ENERGY CORPAdd 9.47%103,1361.44
≡LPLA – LPL FINL HLDGS INCAdd 20.48%383,4660.46
≡EQT – EQT CORPAdd 11.22%843,6620.19
CALL
– APPLOVIN CORP
Add 399.66%
1,261,334
3.21
≡EQT – EQT CORPBuy7,518,2273.12
≡BN – BROOKFIELD CORPBuy5,621,3852.47
≡BKNG – BOOKING HOLDINGS INCBuy59,9722.47
≡WIX – WIX COM LTDBuy2,161,3312.44
≡AMZN – AMAZON COM INCAdd 15.64%680,8160.71
≡CRM – SALESFORCE INCAdd 7.59%131,499−0.40
≡KKR – KKR & CO INCAdd 9.61%457,9980.19
≡LPLA – LPL FINL HLDGS INCAdd 6.14%108,2330.01
2.05
≡MSFT – MICROSOFT CORPAdd 19.55%320,6311.22
≡ASML – ASML HOLDING N VAdd 31.84%140,6611.06
≡APP – APPLOVIN CORPAdd 46.89%508,8151.04
≡AMZN – AMAZON COM INCAdd 14.88%563,7060.98
≡WING – WINGSTOP INCBuy449,0560.87
≡APPCALL – APPLOVIN CORPBuy315,6000.72
≡CVNACALL – CARVANA COBuy383,5000.69
≡FLUT – FLUTTER ENTMT PLCAdd 16.07%307,3770.58
≡KKR – KKR & CO INCAdd 17.68%715,6280.31
≡CRM – SALESFORCE INCAdd 10.64%166,4870.13
1,987,716
1.72
≡SBUX – STARBUCKS CORPAdd 59.84%2,424,2071.44
≡INTU – INTUITAdd 25.55%235,4011.13
≡META – META PLATFORMS INCAdd 7.70%145,5930.78
≡TLN – TALEN ENERGY CORPAdd 27.23%233,1650.49
≡CIFR – CIPHER MINING INCBuy2,344,3800.08
2.93
≡META – META PLATFORMS INCAdd 35.63%496,9002.37
≡CEG – CONSTELLATION ENERGY CORPAdd 49.18%789,2782.04
≡TLN – TALEN ENERGY CORPBuy856,2151.14
≡ARES – ARES MANAGEMENT CORPORATIONAdd 30.29%477,0530.68
≡AMZN – AMAZON COM INCAdd 23.24%1,033,9870.65
≡HUT – HUT 8 CORPBuy1,232,7520.11
≡WULF – TERAWULF INCBuy3,067,7960.11
≡BTDR – BITDEER TECHNOLOGIES GROUPBuy1,297,9650.08
≡IREN – IRIS ENERGY LTDBuy711,8390.04
≡LPLA – LPL FINL HLDGS INCAdd 29.38%495,067−0.03
1,574,763
1.70
≡CEG – CONSTELLATION ENERGY CORPAdd 83.22%728,9921.33
≡VST – VISTRA CORPAdd 6.63%425,1261.24
≡MA – MASTERCARD INCORPORATEDAdd 53.37%363,1331.15
≡ASML – ASML HOLDING N VAdd 19.00%93,8511.09
≡APP – APPLOVIN CORPAdd 7.20%382,7670.94
≡XYZ – BLOCK INCAdd 13.87%934,588−0.48
≡BBWI – BATH & BODY WORKS INCAdd 15.84%1,547,399−0.27
3,665,338
2.38
≡MCK – MCKESSON CORPBuy560,9362.38
≡CEG – CONSTELLATION ENERGY CORPBuy875,9611.28
≡KKR – KKR & CO INCAdd 12.30%766,0561.09
≡ASML – ASML HOLDING N VAdd 14.95%64,2420.97
≡INTU – INTUITAdd 20.56%153,9230.58
≡MSFT – MICROSOFT CORPAdd 6.52%118,1090.51
≡EPAM – EPAM SYS INCAdd 9.37%79,657−0.16
2.45
≡GE – GENERAL ELECTRIC COBuy2,103,8852.32
≡BBWI – BATH & BODY WORKS INCAdd 20.01%1,742,4711.06
≡ASML – ASML HOLDING N VAdd 12.96%49,3180.66
4,771,772
1.99
≡XYZ – BLOCK INCBuy3,886,1461.66
≡CRM – SALESFORCE INCAdd 47.47%804,6341.60
≡AMZN – AMAZON COM INCAdd 11.63%569,2450.85
≡BILL – BILL HOLDINGS INCAdd 39.66%723,1510.71
≡EPAM – EPAM SYS INCAdd 9.18%88,6410.61
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 21.68%1,389,7850.61
≡HDB – HDFC BANK LTDAdd 13.81%563,5660.04