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M
Mandel
Lone Pine Capital LLC
Latest 13F: Q2 2026
Filed Aug 14, 2026
Steve Mandel's Lone Pine — Tiger cub, growth investing
13F filings have a ~45-day lag. Positions may have changed since the filing date.
Positions
33
New Buys
11
Sold
27
Increased
9
Decreased
13
Total Value
$16.3B
Sector Allocation
Latest Trades (Quarter-over-Quarter Changes)
| ACTION | SYMBOL | NAME | SHARES CHG | VALUE | WEIGHT % |
|---|---|---|---|---|---|
| NEW | ONON | ON HLDG AG |
+13,280,030
avg ~$35.42
·
~$470.4M
|
$470.4M | 2.9% |
| DECREASED | BN | BROOKFIELD CORP |
-10,416,252
avg ~$42.59
·
~$443.6M
|
$33.8M | 0.2% |
| INCREASED | NU | NU HLDGS LTD |
+9,208,492
avg ~$13.36
·
~$123.0M
|
$630.9M | 3.9% |
| INCREASED | MDLN | MEDLINE INC |
+9,179,211
avg ~$39.44
·
~$362.0M
|
$827.0M | 5.1% |
| INCREASED | CVNA | CARVANA CO |
+8,765,957
avg ~$65.82
·
~$577.0M
|
$692.5M | 4.2% |
| NEW | BTDR | BITDEER TECHNOLOGIES GROUP |
+7,020,026
avg ~$15.87
·
~$111.4M
|
$111.4M | 0.7% |
| SOLD | VST | -6,187,585 | -- | -- | |
| NEW | NBIS | NEBIUS GROUP N.V. |
+4,258,008
avg ~$276.17
·
~$1.2B
|
$1.2B | 7.2% |
| INCREASED | WULF | TERAWULF INC |
+4,223,195
avg ~$24.70
·
~$104.3M
|
$596.4M | 3.6% |
| SOLD | ENTG | -3,115,054 | -- | -- | |
| NEW | TTMI | TTM TECHNOLOGIES INC |
+2,738,075
avg ~$187.02
·
~$512.1M
|
$512.1M | 3.1% |
| NEW | HD | HOME DEPOT INC |
+2,603,189
avg ~$352.68
·
~$918.1M
|
$918.1M | 5.6% |
| SOLD | COF | -2,267,056 | -- | -- | |
| SOLD | THC | -2,258,717 | -- | -- | |
| INCREASED | PFGC | PERFORMANCE FOOD GROUP CO |
+1,874,582
avg ~$111.79
·
~$209.6M
|
$654.3M | 4.0% |
| SOLD | TLN | -1,817,947 | -- | -- | |
| SOLD | CLH | -1,754,950 | -- | -- | |
| NEW | LIN | LINDE PLC |
+1,558,081
avg ~$518.94
·
~$808.6M
|
$808.6M | 4.9% |
| DECREASED | TSM | TAIWAN SEMICONDUCTOR MANUFAC |
-1,288,288
avg ~$477.57
·
~$615.2M
|
$48.4M | 0.3% |
| NEW | AMAT | APPLIED MATLS INC |
+1,207,737
avg ~$723.00
·
~$873.2M
|
$873.2M | 5.3% |
| INCREASED | USFD | US FOODS HLDG CORP |
+1,118,494
avg ~$102.25
·
~$114.4M
|
$502.5M | 3.1% |
| NEW | STX | SEAGATE TECHNOLOGY HLDNGS PL |
+1,000,109
avg ~$965.00
·
~$965.1M
|
$965.1M | 5.9% |
| DECREASED | GLW | CORNING INC |
-990,089
avg ~$255.43
·
~$252.9M
|
$696.8M | 4.3% |
| DECREASED | CRS | CARPENTER TECHNOLOGY CORP |
-855,101
avg ~$616.84
·
~$527.5M
|
$593.9M | 3.6% |
| NEW | KGS | KODIAK GAS SVCS INC |
+845,070
avg ~$75.13
·
~$63.5M
|
$63.5M | 0.4% |
Full Holdings (33 positions)
| SYMBOL | NAME | SHARES | VALUE | WEIGHT % | ACTION |
|---|---|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. |
4,258,008
$276.17/sh
cost $276.17 (-0.0%)
|
$1.2B | 7.2% | NEW |
| ASML | ASML HLDG NV |
569,174
$1989.44/sh
cost $474.24 (+319.5%)
|
$1.1B | 6.9% | DECREASED |
| STX | SEAGATE TECHNOLOGY HLDNGS PL |
1,000,109
$965.00/sh
cost $965.00 (+0.0%)
|
$965.1M | 5.9% | NEW |
| HD | HOME DEPOT INC |
2,603,189
$352.68/sh
cost $352.68 (+0.0%)
|
$918.1M | 5.6% | NEW |
| AMAT | APPLIED MATLS INC |
1,207,737
$723.00/sh
cost $723.00 (+0.0%)
|
$873.2M | 5.3% | NEW |
| MDLN | MEDLINE INC |
20,968,367
$39.44/sh
cost $40.89 (-3.5%)
|
$827.0M | 5.1% | INCREASED |
| LIN | LINDE PLC |
1,558,081
$518.94/sh
cost $518.94 (-0.0%)
|
$808.6M | 4.9% | NEW |
| TER | TERADYNE INC |
1,493,080
$483.84/sh
cost $296.46 (+63.2%)
|
$722.4M | 4.4% | DECREASED |
| GLW | CORNING INC |
2,728,058
$255.43/sh
cost $20.86 (+1124.5%)
|
$696.8M | 4.3% | DECREASED |
| CVNA | CARVANA CO |
10,520,666
$65.82/sh
cost $162.18 (-59.4%)
|
$692.5M | 4.2% | INCREASED |
| HUT | HUT 8 CORP |
5,773,045
$115.44/sh
cost $39.29 (+193.8%)
|
$666.5M | 4.1% | DECREASED |
| PFGC | PERFORMANCE FOOD GROUP CO |
5,852,740
$111.79/sh
cost $94.03 (+18.9%)
|
$654.3M | 4.0% | INCREASED |
| NU | NU HLDGS LTD |
47,219,717
$13.36/sh
cost $15.27 (-12.5%)
|
$630.9M | 3.9% | INCREASED |
| WULF | TERAWULF INC |
24,144,625
$24.70/sh
cost $14.45 (+70.9%)
|
$596.4M | 3.6% | INCREASED |
| CRS | CARPENTER TECHNOLOGY CORP |
962,839
$616.84/sh
cost $336.87 (+83.1%)
|
$593.9M | 3.6% | DECREASED |
| MTZ | MASTEC INC |
1,345,157
$416.06/sh
cost $321.74 (+29.3%)
|
$559.7M | 3.4% | DECREASED |
| APP | APPLOVIN CORP |
1,042,268
$515.23/sh
cost $179.69 (+186.7%)
|
$537.0M | 3.3% | DECREASED |
| TTMI | TTM TECHNOLOGIES INC |
2,738,075
$187.02/sh
cost $187.02 (+0.0%)
|
$512.1M | 3.1% | NEW |
| STRL | STERLING INFRASTRUCTURE INC |
609,643
$839.36/sh
cost $839.36 (-0.0%)
|
$511.7M | 3.1% | NEW |
| USFD | US FOODS HLDG CORP |
4,914,492
$102.25/sh
cost $94.50 (+8.2%)
|
$502.5M | 3.1% | INCREASED |
| ONON | ON HLDG AG |
13,280,030
$35.42/sh
cost $35.42 (+0.0%)
|
$470.4M | 2.9% | NEW |
| LPLA | LPL FINL HLDGS INC |
1,219,099
$281.68/sh
cost $157.39 (+79.0%)
|
$343.4M | 2.1% | DECREASED |
| AGX | ARGAN INC |
368,673
$798.55/sh
cost $544.65 (+46.6%)
|
$294.4M | 1.8% | DECREASED |
| BTDR | BITDEER TECHNOLOGIES GROUP |
7,020,026
$15.87/sh
cost $15.36 (+3.3%)
|
$111.4M | 0.7% | NEW |
| GOOGL | ALPHABET INC |
215,574
$357.37/sh
cost $151.96 (+135.2%)
|
$77.0M | 0.5% | INCREASED |