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Lone Pine Capital Buys Activision Blizzard Inc, Shopify Inc, Domino's Pizza Inc, Sells Constellation Brands Inc, CSX Corp, Alphabet Inc

Investment company Lone Pine Capital (Current Portfolio) buys Activision Blizzard Inc, Shopify Inc, Domino's Pizza Inc, Union Pacific Corp, D.R. Horton Inc, sells Constellation Brands Inc, CSX Corp, Alphabet Inc, TransUnion, Amazon.com Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Lone Pine Capital. As of 2019Q2, Lone Pine Capital owns 31 stocks with a total value of $16.1 billion. These are the details of the buys and sells.

For the details of Steve Mandel's stock buys and sells, go to https://www.gurufocus.com/guru/steve+mandel/current-portfolio/portfolio

These are the top 5 holdings of Steve Mandel
  1. Adobe Inc (ADBE) - 3,743,938 shares, 6.86% of the total portfolio. Shares reduced by 17.32%
  2. Alibaba Group Holding Ltd (BABA) - 5,875,662 shares, 6.19% of the total portfolio. Shares added by 4.17%
  3. IQVIA Holdings Inc (IQV) - 6,185,907 shares, 6.19% of the total portfolio. Shares reduced by 19.75%
  4. Microsoft Corp (MSFT) - 7,384,511 shares, 6.15% of the total portfolio. Shares reduced by 18.27%
  5. UnitedHealth Group Inc (UNH) - 3,772,254 shares, 5.72% of the total portfolio. Shares added by 5.53%
New Purchase: Activision Blizzard Inc (ATVI)

Lone Pine Capital initiated holding in Activision Blizzard Inc. The purchase prices were between $42.19 and $49.55, with an estimated average price of $45.86. The stock is now traded at around $45.23. The impact to a portfolio due to this purchase was 3.03%. The holding were 10,324,534 shares as of .

New Purchase: Domino's Pizza Inc (DPZ)

Lone Pine Capital initiated holding in Domino's Pizza Inc. The purchase prices were between $245.22 and $287, with an estimated average price of $273.55. The stock is now traded at around $234.18. The impact to a portfolio due to this purchase was 2.16%. The holding were 1,247,255 shares as of .

New Purchase: Uber Technologies Inc (UBER)

Lone Pine Capital initiated holding in Uber Technologies Inc. The purchase prices were between $37.1 and $46.38, with an estimated average price of $42.42. The stock is now traded at around $32.97. The impact to a portfolio due to this purchase was 0.78%. The holding were 3,001,420 shares as of .

New Purchase: Chewy Inc (CHWY)

Lone Pine Capital initiated holding in Chewy Inc. The purchase prices were between $31.53 and $37.36, with an estimated average price of $33.77. The stock is now traded at around $30.81. The impact to a portfolio due to this purchase was 0.72%. The holding were 3,292,923 shares as of .

New Purchase: Coupa Software Inc (COUP)

Lone Pine Capital initiated holding in Coupa Software Inc. The purchase prices were between $89.95 and $127.05, with an estimated average price of $107.11. The stock is now traded at around $132.13. The impact to a portfolio due to this purchase was 0.51%. The holding were 652,824 shares as of .

New Purchase: Atlassian Corporation PLC (TEAM)

Lone Pine Capital initiated holding in Atlassian Corporation PLC. The purchase prices were between $101.94 and $135.05, with an estimated average price of $120.34. The stock is now traded at around $137.57. The impact to a portfolio due to this purchase was 0.03%. The holding were 37,900 shares as of .

Added: Shopify Inc (SHOP)

Lone Pine Capital added to a holding in Shopify Inc by 3656.93%. The purchase prices were between $194.75 and $328.01, with an estimated average price of $259.95. The stock is now traded at around $351.29. The impact to a portfolio due to this purchase was 2.73%. The holding were 1,502,771 shares as of .

Added: Union Pacific Corp (UNP)

Lone Pine Capital added to a holding in Union Pacific Corp by 48.81%. The purchase prices were between $164.74 and $179.2, with an estimated average price of $171.46. The stock is now traded at around $161.34. The impact to a portfolio due to this purchase was 1.7%. The holding were 4,930,899 shares as of .

Added: D.R. Horton Inc (DHI)

Lone Pine Capital added to a holding in D.R. Horton Inc by 89.26%. The purchase prices were between $41.7 and $46.67, with an estimated average price of $44.31. The stock is now traded at around $47.07. The impact to a portfolio due to this purchase was 1.57%. The holding were 12,430,413 shares as of .

Added: Square Inc (SQ)

Lone Pine Capital added to a holding in Square Inc by 2662.36%. The purchase prices were between $60.62 and $77.05, with an estimated average price of $69.8. The stock is now traded at around $61.60. The impact to a portfolio due to this purchase was 1.44%. The holding were 3,314,831 shares as of .

Added: World Wrestling Entertainment Inc (WWE)

Lone Pine Capital added to a holding in World Wrestling Entertainment Inc by 1613.85%. The purchase prices were between $71.11 and $99.25, with an estimated average price of $82.05. The stock is now traded at around $69.59. The impact to a portfolio due to this purchase was 1.14%. The holding were 2,692,308 shares as of .

Added: Salesforce.com Inc (CRM)

Lone Pine Capital added to a holding in Salesforce.com Inc by 50.07%. The purchase prices were between $145.1 and $165.96, with an estimated average price of $156.67. The stock is now traded at around $142.51. The impact to a portfolio due to this purchase was 0.92%. The holding were 2,941,733 shares as of .

Sold Out: Constellation Brands Inc (STZ)

Lone Pine Capital sold out a holding in Constellation Brands Inc. The sale prices were between $176.45 and $212.54, with an estimated average price of $195.35.

Sold Out: CSX Corp (CSX)

Lone Pine Capital sold out a holding in CSX Corp. The sale prices were between $73.95 and $80.52, with an estimated average price of $77.28.

Sold Out: Alphabet Inc (GOOG)

Lone Pine Capital sold out a holding in Alphabet Inc. The sale prices were between $1036.23 and $1287.58, with an estimated average price of $1154.77.

Sold Out: TransUnion (TRU)

Lone Pine Capital sold out a holding in TransUnion. The sale prices were between $63.68 and $73.51, with an estimated average price of $68.4.



Here is the complete portfolio of Steve Mandel. Also check out:

1. Steve Mandel's Undervalued Stocks
2. Steve Mandel's Top Growth Companies, and
3. Steve Mandel's High Yield stocks
4. Stocks that Steve Mandel keeps buying

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