Fund manager
Stephen Mandel
Lone Pine Capital · Growth long/short
Founded Lone Pine, one of the best-known Tiger Management descendants.
Top holdings
| Company | Weight | Value |
|---|---|---|
| Nebius Group N.V. | 7.2% | $1.2B |
| Asml Hldg Nv | 6.9% | $1.1B |
| Seagate Technology Hldngs Pl | 5.9% | $965.1M |
| Home Depot Inc (HD) | 5.6% | $918.1M |
| Applied Matls Inc (AMAT) | 5.3% | $873.2M |
| Medline Inc (MDLN) | 5.1% | $827.0M |
| Linde Plc | 4.9% | $808.6M |
| Teradyne Inc (TER) | 4.4% | $722.4M |
| Corning Inc (GLW) | 4.3% | $696.8M |
| Carvana Co (CVNA) | 4.2% | $692.5M |
From the Form 13F for the quarter ended 2026-06-30, filed 2026-08-14. Reported $16.4B across 34 positions.