13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-08-14) and may differ from current positions. 13F reports only US-listed long equities — shorts, most derivatives, non-US (e.g. Korea/Japan) names, and confidential treatment are excluded.
Lone Pine Capital
CIK 1061165Stephen Mandel · Lone Pine Capital LLC
A flagship Tiger-cub growth fund — a long/short manager concentrating in high-quality growth names.
View original 13F on SEC EDGARQuarter
2026Q2
Total 13F value
$16.4B
Holdings
34
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Nebius Group N.V. | 7.19% | $1.2B | |
| Asml Hldg Nv | 6.92% | $1.1B | |
| Seagate Technology Hldngs Pl | 5.90% | $965M | |
| Home Depot Inc | 5.61% | $918M | |
| Applied Matls Inc | 5.34% | $873M | |
| Medline Inc | 5.06% | $827M | |
| Linde PLC | 4.94% | $809M | |
| Teradyne Inc | 4.42% | $722M | |
| Corning Inc | 4.26% | $697M | |
| Carvana Co | 4.23% | $692M |
As of 2026Q2 · filed 2026-08-14 · accession 0000919574-26-005485 · 57 days after quarter-end · source SEC EDGAR Form 13F-HR
This page is a factual aggregation of public SEC EDGAR Form 13F-HR disclosures. It reflects only US-listed long equity holdings; shorts, derivatives, non-US, and confidential-treatment positions are excluded. 'Weight' means the position's share within that manager's 13F (a fact), not a portfolio allocation guide. This page is for information only and is not a recommendation to buy or sell any security, nor investment advice. All investment decisions are the sole responsibility of the investor. © 2026 Haerangdal Research.