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Steve Mandel

Steve Mandel

Lone Pine Capital
Last update 2019-08-30 31 Stocks (6 new)
Value $16.09 Bil Turnover 18 %
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Steve Mandel's Portfolio

Steve Mandel Current Holdings

Ticker Company Industry Market Cap $Mil Shares Value ($1000) Shares Change % Weighting % Trade Impact % % of Shares outstanding 3M Change % YTD Change %
ATVI Activision Blizzard IncApplication Software42,546.9310,324,534487,318New Holding3.03+3.03%1.35+16.58%+20.10%
DPZ Domino's Pizza IncRestaurants10,450.061,247,255347,086New Holding2.16+2.16%2.91-5.02%+3.91%
UBER Uber Technologies IncApplication Software54,264.123,001,420125,199New Holding0.78+0.78%0.18-28.14%0%
CHWY Chewy IncRetail - Apparel & Specialty10,806.053,292,923115,252New Holding0.72+0.72%0.83-19.04%0%
COUP Coupa Software IncApplication Software8,863.34652,82482,654New Holding0.51+0.51%1.06+10.35%+146.09%
TEAM Atlassian Corporation PLCApplication Software29,472.7137,9004,959New Holding0.03+0.03%0.02-7.69%+44.73%
SHOP Shopify IncApplication Software38,550.451,502,771451,057+3,656.93%2.80+2.73%1.36+6.81%+149.97%
SQ Square IncApplication Software27,080.093,314,831240,425+2,662.36%1.49+1.44%0.78-21.76%+14.62%
WWE World Wrestling Entertainment IncEntertainment5,502.292,692,308194,412+1,613.85%1.21+1.14%3.42-4.80%-6.52%
DHI D.R. Horton IncHomebuilding & Construction19,696.6112,430,413536,124+89.26%3.33+1.57%3.36+16.72%+53.14%
CRM Salesforce.com IncApplication Software128,778.682,941,733446,349+50.07%2.77+0.92%0.34-4.33%+11.51%
UNP Union Pacific CorpTransportation & Logistics115,556.974,930,899833,864+48.81%5.18+1.70%0.68-4.97%+20%
STNE StoneCo LtdApplication Software9,359.742,528,30374,787+21.65%0.46+0.08%0.91-0.46%+82.84%
ADSK Autodesk IncApplication Software31,776.513,989,892649,953+15.98%4.04+0.56%1.82-13.65%+16.63%
UNH UnitedHealth Group IncHealth Care Plans223,207.213,772,254920,468+5.53%5.72+0.30%0.40-9.88%-3%
BABA Alibaba Group Holding LtdRetail - Apparel & Specialty458,254.365,875,662995,631+4.17%6.19+0.25%0.23+1.03%+27.88%
BKNG Booking Holdings IncTravel & Leisure86,173.76321,396602,5240%3.750%0.76+7.15%+17.07%
TIF Tiffany & CoRetail - Apparel & Specialty11,009.596,570,002615,215-3.04%3.82-0.13%5.41-2.34%+15.20%
TDG TransDigm Group IncAerospace & Defense27,778.891,585,504767,067-4.56%4.77-0.20%2.97+10.96%+62.62%
WYNN Wynn Resorts LtdTravel & Leisure12,348.925,406,697670,376-9.22%4.17-0.38%5.02-15.89%+18.93%
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