Stephen Mandel - Lone Pine CapitalFecha: 30 Jun 2023Inversiones: 29Valor: $10,910,136,000
Inversiones actuales
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
MSFT - Microsoft Corp.
7.81
Reduce 6.61%
2,502,085
$340.54
$852,060,000
$361.07
6.03%
$217.86
$366.01
TSM - Taiwan Semiconductor S.A.
5.93
Reduce 21.67%
6,410,367
$100.92
$646,934,000
$92.44
-8.40%
$63.65
$109.66
AMZN - Amazon.com Inc.
5.85
Reduce 25.88%
4,895,544
$130.36
$638,183,000
$141.52
8.56%
$81.43
$145.86
BBWI - Bath & Body Works Inc.
5.62
Reduce 16.40%
16,356,915
$37.50
$613,384,000
$32.13
-14.32%
$27.30
$48.78
RH - RH
5.36
1,773,069
$329.59
$584,386,000
$237.93
-27.81%
$207.26
$406.38
WDAY - Workday Inc.
5.34
Reduce 39.54%
2,579,619
$225.89
$582,710,000
$220.79
-2.26%
$134.14
$252.72
BKNG - Booking Holdings Inc.
5.21
Add 2.91%
210,550
$2700.33
$568,554,000
$3030.32
12.22%
$1830.07
$3251.71
TDG - TransDigm Group Inc.
4.78
Reduce 16.58%
582,986
$894.17
$521,289,000
$891.99
-0.24%
$581.78
$940.00
MA - Mastercard Inc.
4.24
Add 12.18%
1,176,808
$393.30
$462,839,000
$390.93
-0.60%
$313.24
$417.99
PTC - PTC Inc.
4.13
Add 18.13%
3,167,520
$142.30
$450,738,000
$150.39
5.69%
$115.45
$152.09
LPLA - LPL Financial Holdings Inc.
3.99
Add 7.71%
2,003,058
$217.43
$435,525,000
$222.97
2.55%
$178.00
$267.75
DKS - Dick's Sporting Goods Inc.
3.96
Reduce 28.46%
3,266,348
$132.19
$431,779,000
$114.47
-13.40%
$95.36
$149.43
UNH - United Health Group Inc.
3.93
891,167
$480.64
$428,331,000
$538.73
12.09%
$442.14
$546.78
FND - Floor & Decor Holdings
3.58
Add 24.22%
3,757,299
$103.96
$390,609,000
$80.98
-22.10%
$68.29
$116.03
KKR - KKR & Co. L.P.
3.37
6,564,382
$56.00
$367,605,000
$62.41
11.45%
$44.64
$64.77
LYV - Live Nation Inc.
3.32
Buy
3,973,262
$91.11
$362,004,000
$87.85
-3.58%
$64.25
$101.74
CRM - Salesforce.com
3.28
Reduce 16.72%
1,694,996
$211.26
$358,085,000
$210.16
-0.52%
$126.34
$238.22
ASML - ASML Holding NV
3.06
461,133
$724.75
$334,206,000
$639.37
-11.78%
$480.34
$764.54
V - Visa Inc.
2.70
Reduce 16.25%
1,241,941
$237.48
$294,936,000
$244.03
2.76%
$191.36
$249.53
HDB - HDFC Bank Ltd.
2.61
Add 36.43%
4,079,975
$69.70
$284,374,000
$56.53
-18.90%
$55.95
$70.64
IBN - ICICI Bank Ltd.
2.55
12,042,263
$23.08
$277,935,000
$22.54
-2.34%
$19.18
$24.60
NVDA - NVIDIA Corp.
2.49
Buy
641,649
$423.02
$271,430,000
$461.76
9.16%
$137.51
$502.62
EPAM - EPAM Systems Inc.
1.99
965,588
$224.75
$217,016,000
$244.64
8.85%
$197.99
$385.96
BILL - Bill.com Holdings
1.95
1,823,538
$116.85
$213,080,000
$62.95
-46.13%
$58.15
$139.50
MRNA - Moderna Inc.
1.70
1,529,618
$121.50
$185,849,000
$71.66
-41.02%
$62.55
$217.25
SG - Sweetgreen Inc Class A
0.54
4,556,503
$12.82
$58,414,000
$9.68
-24.49%
$6.10
$16.58
AVDX - Avidxchange Holdings Inc
0.48
5,080,632
$10.38
$52,737,000
$9.26
-10.79%
$6.88
$12.75
MQ - Marqeta Inc.
0.22
4,902,192
$4.87
$23,874,000
$6.01
23.41%
$3.46
$8.00
LNG - Cheniere Energy Inc.
0.01
8,338
$152.31
$1,270,000
$168.67
10.74%
$132.93
$178.58
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