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Stephen Mandel · quarter digest

What Stephen Mandel did in Q2 2024

Lone Pine Capital filed 1 moves in Q2 2024: 1 new, 0 add, 0 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q9. Philosophy: Long-only growth at a reasonable price. Deep research. Tiger Cub.

New positions · 1

Fresh money

NEW·5.0% book·+3

Lone Pine first META.

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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%
Other quarters for Stephen Mandel

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