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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|
|PCLN||Priceline Group Inc||Travel & Leisure||1,398,233||1,594,280||6.7%||+91.73%||+3.21%||2.67|
|ADSK||Autodesk Inc||Application Software||14,463,336||868,668||3.6%||+228.6%||+2.5%||6.36|
|V||Visa Inc||Credit Services||1,771,519||464,492||1.9%||New Buy||+1.9%||0.23|
|HCA||HCA Holdings Inc||Health Care Providers||5,836,872||428,368||1.8%||New Buy||+1.8%||1.35|
|MA||MasterCard Inc||Credit Services||20,030,460||1,725,820||7.2%||+32.8%||+1.78%||1.74|
|FB||Facebook Inc||Online Media||13,502,615||1,053,470||4.4%||+56.31%||+1.59%||0.48|
|DVA||DaVita HealthCare Partners Inc||Health Care Providers||3,940,169||298,428||1.3%||New Buy||+1.3%||1.83|
|GRA||W R Grace & Co||Chemicals||2,902,557||276,875||1.2%||New Buy||+1.2%||3.93|
|COO||Cooper Companies||Medical Instruments & Equipment||1,750,283||283,703||1.2%||New Buy||+1.2%||3.63|
|EQIX||Equinix Inc||Online Media||3,890,489||882,091||3.7%||+46.86%||+1.18%||7.30|
|NFLX||Netflix Inc||Communication Services||779,647||266,335||1.1%||New Buy||+1.1%||1.29|
|WBA||Walgreens Boots Alliance Inc||Retail - Defensive||3,553,779||270,798||1.1%||New Buy||+1.1%||0.38|
|VIPS||Vipshop Holdings Ltd||Retail - Apparel & Specialty||13,935,727||272,304||1.1%||New Buy||+1.1%||2.44|
|DG||Dollar General Corp||Retail - Defensive||12,918,112||913,310||3.8%||+38.82%||+1.06%||4.26|
|AAPL||Apple Inc||Computer Hardware||2,184,122||241,083||1%||New Buy||+1%||0.04|
|JD||JD.com Inc||Online Media||8,817,652||204,040||0.86%||New Buy||+0.86%||0.65|
|LNG||Cheniere Energy Inc||Oil & Gas - Midstream||8,818,922||620,852||2.6%||+27.68%||+0.56%||3.72|
|CDK||CDK Global Inc||Application Software||2,894,255||117,970||0.49%||New Buy||+0.49%||1.80|
|CVLT||CommVault Systems Inc||Application Software||1,321,288||68,297||0.29%||New Buy||+0.29%||2.94|
|ADBE||Adobe Systems Inc||Application Software||12,179,247||885,431||3.7%||+6.21%||+0.22%||2.44|
|Portfolio changes after 2014-12-31 are included for Premium Members only!|
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