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HoldLens
Stephen Mandel · quarter digest

What Stephen Mandel did in Q1 2024

Lone Pine Capital filed 0 moves in Q1 2024: 0 new, 0 add, 0 trim, 0 exit.

13F filed 2024-05-15. Manager quality score: q9. Philosophy: Long-only growth at a reasonable price. Deep research. Tiger Cub.

No moves recorded for Stephen Mandel in Q1 2024. Either the archive doesn’t cover this filing, or the manager was inactive this quarter.
Current top holdings

Stephen Mandel’s book, latest snapshot

#TickerWeight
1META
Meta Platforms
6.4%
2MSFT
Microsoft
7.8%
3AMZN
Amazon
6.9%
4NVDA
NVIDIA
5.1%
5FTNT
Fortinet
2.8%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.