Stephen Mandel · quarter digest
What Stephen Mandel did in Q1 2026
Lone Pine Capital filed 24 moves in Q1 2026: 4 new, 10 add, 6 trim, 4 exit.
13F filed 2026-05-15. Manager quality score: q9. Philosophy: Long-only growth at a reasonable price. Deep research. Tiger Cub.
New positions · 4
Fresh money
MCKMCKESSON CORP
NEW·2.7% book·−3
CIENACIENA CORP
NEW·2.5% book·−6
ARGANARGAN INC
NEW·1.7% book·−12
GOOGLALPHABET INC
NEW·0.4% book·−26
Adds · 10
Adding to conviction
VSTVISTRA CORP
ADD +19%·7.4% book·+1
ASMLASML HLDG NV
ADD +8%·6.9% book·+11
CRSCARPENTER TECHNOLOGY CORP
ADD +38%·5.7% book·−2
APPAPPLOVIN CORP
ADD +88%·4.6% book·−9
TLNTALEN ENERGY CORP
ADD +41%·4.6% book·−10
NUNU HLDGS LTD
ADD +28%·4.4% book·−14
THCTENET HEALTHCARE CORP
ADD +26%·3.4% book·−6
SPOTSPOTIFY TECHNOLOGY S A
ADD +288%·0.3% book·0
HLTHILTON WORLDWIDE HLDGS INC
ADD +54%·0.2% book·−17
VVISA INC
ADD +510%·0.2% book·−10
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Remove with Pro →Trims · 6
Taking chips off
Exits · 4
Closed positions
Current top holdings
Stephen Mandel’s book, latest snapshot
Other quarters for Stephen Mandel
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.