Stephen Mandel · quarter digest
What Stephen Mandel did in Q3 2025
Lone Pine Capital filed 16 moves in Q3 2025: 3 new, 3 add, 7 trim, 3 exit.
13F filed 2025-11-14. 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
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
$14/mo · cancel anytime · lock in for life
See pricing →
Trims · 7
Taking chips off
METAMETA PLATFORMS INC
TRIM -21%·7.1% book·+5
TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -11%·6.2% book·+16
APPAPPLOVIN CORP
TRIM -30%·5.8% book·−12
MSFTMICROSOFT CORP
TRIM -35%·4.6% book·+6
AMZNAMAZON COM INC
TRIM -44%·4.5% book·+6
COFCAPITAL ONE FINL CORP
TRIM -17%·4.0% book·−6
BKNGBOOKING HOLDINGS INC
TRIM -48%·1.2% book·−4
Exits · 3
Closed positions
Current top holdings
Stephen Mandel’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.