Stephen Mandel · quarter digest
What Stephen Mandel did in Q2 2024
Lone Pine Capital filed 9 moves in Q2 2024: 3 new, 3 add, 1 trim, 2 exit.
13F filed 2024-08-14. Manager quality score: q9. Philosophy: Long-only growth at a reasonable price. Deep research. Tiger Cub.
New positions · 3
Fresh money
Adds · 3
Adding to conviction
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Trims · 1
Taking chips off
PTCPTC INC
TRIM -14%·3.8% book·−2
Exits · 2
Closed positions
Current top holdings
Stephen Mandel’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.