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Lone Pine Capital · Growth
Founded by Stephen Mandel, who stepped back from managing money in 2019.
13F for Q2 2026 · filed Aug 14, 2026View on SEC
Largest trades by estimated dollar size vs Q1 2026
Q2 2026 vs Q1 2026
You're seeing 15 of 49 positions. Create a free account to see every buy and sell.
Vistra Corp
Portfolio
7.42%
Shares
6.19M → 0
Since Q-end
-12.7%
Nebius Group N.V.
Portfolio
7.19%
Shares
0 → 4.26M
Since Q-end
-51.5%
Asml Hldg NV
Portfolio
6.92%
Shares
655.1K → 569.2K
Since Q-end
-24.2%
Seagate Technology Hldngs PL
Portfolio
5.90%
Shares
0 → 1.00M
Since Q-end
-48.0%
Home Depot Inc
Portfolio
5.61%
Shares
0 → 2.60M
Since Q-end
-0.5%
Applied Matls Inc
Portfolio
5.34%
Shares
0 → 1.21M
Since Q-end
-48.5%
Medline Inc
Portfolio
5.06%
Shares
11.79M → 20.97M
Since Q-end
+3.7%
Linde PLC
Portfolio
4.94%
Shares
0 → 1.56M
Since Q-end
+0.6%
Talen Energy Corp
Portfolio
4.63%
Shares
1.82M → 0
Since Q-end
+13.1%
Teradyne Inc
Portfolio
4.42%
Shares
1.87M → 1.49M
Since Q-end
-49.3%
Corning Inc
Portfolio
4.26%
Shares
3.72M → 2.73M
Since Q-end
-56.1%
Carvana Co
Portfolio
4.23%
Shares
1.75M → 10.52M
Since Q-end
+10.9%
Clean Harbors Inc
Portfolio
4.01%
Shares
1.75M → 0
Since Q-end
+1.1%
Carpenter Technology Corp
Portfolio
3.63%
Shares
1.82M → 962.8K
Since Q-end
-51.8%
Taiwan Semiconductor Manufac
Portfolio
0.30%
Shares
1.39M → 101.2K
Since Q-end
-17.0%
34 more positions are hidden. It's free to see them all.
Source: SEC Form 13F-HR (CIK 0001061165). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.