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Stephen Mandel - Lone Pine Capital
Stephen Mandel - Lone Pine CapitalFecha: 30 Jun 2025Inversiones: 22Valor: $13,811,684,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
META - Meta Platforms Inc.
8.08
Add 35.63%
1,891,337
$572.44
$1,082,677,000
$603.84
5.49%
$357.25
$637.89
AMZN - Amazon.com Inc.
7.62
Add 23.24%
5,482,267
$186.33
$1,021,511,000
$218.01
17.00%
$149.91
$233.00
VST - Vistra Corp.
6.02
Reduce 0.46%
6,806,291
$118.54
$806,818,000
$160.30
35.23%
$37.70
$169.19
TSM - Taiwan Semiconductor S.A.
5.46
Reduce 29.81%
4,212,861
$173.67
$731,648,000
$201.42
15.98%
$98.20
$222.20
MSFT - Microsoft Corp.
5.31
Reduce 18.04%
1,655,779
$430.30
$712,482,000
$414.43
-3.69%
$377.56
$466.57
CRM - Salesforce.com
4.77
Buy
2,337,830
$273.71
$639,887,000
$318.22
16.26%
$211.10
$368.58
CEG - Constellation Energy Corp.
4.64
Add 49.18%
2,394,231
$260.02
$622,548,000
$284.37
9.36%
$108.69
$310.00
KKR - KKR & Co. L.P.
4.41
Reduce 29.17%
4,522,730
$130.58
$590,578,000
$140.46
7.57%
$79.70
$163.68
INTU - Intuit Inc.
4.27
Add 2.10%
921,361
$621.00
$572,165,000
$616.56
-0.71%
$554.66
$713.59
SPOT - Spotify Technology S.A.
4.27
Reduce 7.99%
1,552,529
$368.53
$572,154,000
$460.80
25.04%
$191.88
$506.47
LEN - Lennar Corp.
4.09
Buy
2,927,654
$187.48
$548,877,000
$130.76
-30.25%
$129.36
$193.27
PM - Philip Morris Intl.
4.06
Reduce 32.84%
4,480,656
$121.40
$543,952,000
$116.82
-3.77%
$84.98
$132.68
SQ - Block Inc.
3.84
7,670,523
$67.13
$514,922,000
$80.72
20.24%
$55.00
$99.26
LPLA - LPL Financial Holdings Inc.
3.78
Add 29.38%
2,180,137
$232.63
$507,165,000
$328.66
41.28%
$186.73
$344.86
UNH - United Health Group Inc.
3.58
Reduce 12.97%
821,880
$584.68
$480,537,000
$543.06
-7.12%
$431.35
$628.32
ASML - ASML Holding NV
3.43
Reduce 6.22%
551,313
$833.25
$459,382,000
$727.78
-12.66%
$645.45
$1105.47
PTC - PTC Inc.
3.43
2,548,199
$180.66
$460,358,000
$182.52
1.03%
$163.30
$203.09
SBUX - Starbucks Corp.
2.95
Buy
4,050,850
$97.49
$394,917,000
$92.03
-5.60%
$70.40
$103.32
WDAY - Workday Inc.
2.93
Buy
1,604,385
$244.41
$392,128,000
$246.27
0.76%
$199.81
$311.28
BKNG - Booking Holdings Inc.
2.40
Reduce 27.35%
76,414
$4212.12
$321,865,000
$4740.67
12.55%
$3167.39
$5337.24
ARES - Ares Management LP
2.39
Add 30.29%
2,051,816
$155.84
$319,755,000
$175.48
12.60%
$110.01
$184.72
APP - Applovin Corp.
2.31
Reduce 58.44%
2,369,866
$130.55
$309,386,000
$310.67
137.97%
$39.43
$417.64
HWM - Howmet Aerospace Inc.
2.29
Reduce 16.47%
3,061,707
$100.25
$306,936,000
$114.20
13.92%
$53.02
$120.71
GEV - Ge Vernova Inc
2.20
Reduce 21.73%
1,156,011
$254.98
$294,760,000
$361.97
41.96%
$118.91
$376.30
TLN - Talen Energy Corp
1.14
Buy
856,215
$178.24
$152,612,000
$212.72
19.34%
$64.32
$230.89
HUT - Hut 8 Corp
0.11
Buy
1,232,752
$12.26
$15,114,000
$22.40
82.71%
$6.18
$31.95
WULF - Terawulf Inc
0.11
Buy
3,067,796
$4.68
$14,357,000
$5.15
10.04%
$1.24
$9.30
BTDR - Bitdeer Technologies Group A
0.08
Buy
1,297,965
$7.83
$10,163,000
$17.02
117.37%
$5.23
$26.99
IREN - Iris Energy Ltd
0.04
Buy
711,839
$8.44
$6,008,000
$10.36
22.75%
$3.56
$15.92
XYZ - Block Inc.
3.84
7,670,523
$67.13
$514,922,000
$87.80
30.79%
$55.00
$99.26
LLY - Eli Lilly & Co.
4.49
Buy
782,860
$772.00
$604,368,000
$844.27
9.36%
$710.18
$969.25
COF - Capital One Financial
4.28
Buy
3,235,823
$178.32
$577,012,000
$202.16
13.37%
$127.24
$208.63
FLUT - Flutter Entertainment Plc
3.67
Buy
1,912,519
$258.45
$494,291,000
$298.81
15.62%
$174.03
$299.73
CIFR - Cipher Mining Inc
0.08
Buy
2,344,380
$4.64
$10,878,000
$6.06
30.60%
$2.66
$7.99
CVNA - Carvana Co.
4.24
Buy
2,314,168
$209.08
$483,846,000
$299.89
43.43%
$97.55
$311.88
TOL - Toll Brothers
3.52
Buy
3,800,580
$105.59
$401,303,000
$107.26
1.58%
$86.44
$168.76
CDNS - Cadence Design Systems
2.71
Buy
1,218,389
$254.33
$309,873,000
$321.56
26.43%
$221.56
$328.99
WING - Wingstop Inc.
0.89
Buy
449,056
$225.58
$101,298,000
$321.08
42.34%
$203.82
$432.59
EQT - EQT Corp.
3.17
Buy
7,518,227
$58.32
$438,463,000
$52.05
-10.75%
$30.48
$60.83
BN - Brookfield Corp.
2.52
Buy
5,621,385
$61.85
$347,683,000
$65.60
6.06%
$43.54
$68.75
WIX - Wix.com Ltd.
2.48
Buy
2,161,331
$158.46
$342,485,000
$120.39
-24.02%
$114.89
$247.11