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This page shows the Portfolio Holdings of Steve Mandel at Lone Pine Capital. It tells us what Steve Mandel holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.
|Ticker||Company||Industry||Shares||Value ($1000)|| % Weighting as of|
| Share # Change|
from Last Period
|Trade Impact (%)||% of Shares Outstanding|
|FB||Facebook Inc||Online Media||8,638,513||682,788||2.7%||New Buy||+2.7%||0.31|
|LNG||Cheniere Energy Inc||Oil & Gas - Midstream||6,906,909||552,760||2.2%||+1116.86%||+2.02%||2.92|
|CHTR||Charter Communications Inc||Communication Services||3,105,814||470,127||1.8%||New Buy||+1.8%||2.84|
|MHK||Mohawk Industries Inc||Manufacturing - Apparel & Furniture||3,090,081||416,605||1.6%||New Buy||+1.6%||4.24|
|KORS||Michael Kors Holdings Ltd||Manufacturing - Apparel & Furniture||15,954,399||1,138,980||4.5%||+38.43%||+1.25%||7.75|
|ABBV||AbbVie Inc||Drug Manufacturers||5,247,201||303,078||1.2%||New Buy||+1.2%||0.33|
|HUM||Humana Inc||Health Care Plans||2,174,122||283,266||1.1%||New Buy||+1.1%||1.42|
|TIF||Tiffany & Co||Retail - Apparel & Specialty||6,852,021||659,918||2.6%||+61.65%||+0.99%||5.30|
|MA||MasterCard Inc||Credit Services||15,082,787||1,114,920||4.4%||+28.19%||+0.97%||1.31|
|ADSK||Autodesk Inc||Application Software||4,401,445||242,520||0.95%||New Buy||+0.95%||1.93|
|WSM||Williams-Sonoma Inc||Retail - Apparel & Specialty||4,390,577||292,281||1.1%||+196.02%||+0.73%||4.77|
|TRIP||TripAdvisor Inc||Online Media||2,771,438||253,365||0.99%||+153.31%||+0.6%||1.94|
|TDG||TransDigm Group Inc||Aerospace & Defense||1,786,836||329,367||1.3%||+82.44%||+0.59%||3.41|
|WYNN||Wynn Resorts Ltd||Travel & Leisure||2,804,989||524,757||2.1%||+35.44%||+0.55%||2.77|
|DG||Dollar General Corp||Retail - Defensive||9,305,845||568,680||2.2%||+30.9%||+0.52%||3.07|
|TWX||Time Warner Inc||Entertainment||1,716,105||129,068||0.5%||New Buy||+0.5%||0.20|
|VRX||Valeant Pharmaceuticals International Inc||Drug Manufacturers||10,985,940||1,441,360||5.6%||+8.89%||+0.46%||3.27|
|CMCSA||Comcast Corp||Communication Services||13,772,459||740,683||2.9%||+13.34%||+0.34%||0.53|
|FLT||Fleetcor Technologies, Inc.||Business Services||6,589,236||936,462||3.7%||+9.12%||+0.31%||7.86|
|EQIX||Equinix Inc||Online Media||2,649,060||562,872||2.2%||+15.22%||+0.29%||4.97|
|Portfolio changes after 2014-09-30 are included for Premium Members only!|
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