Stephen Mandel · quarter digest
What Stephen Mandel did in Q2 2026
Lone Pine Capital filed 28 moves in Q2 2026: 4 new, 4 add, 8 trim, 12 exit.
13F filed 2026-08-14. Manager quality score: q9. Philosophy: Long-only growth at a reasonable price. Deep research. Tiger Cub.
New positions · 4
Fresh money
STXSEAGATE TECHNOLOGY HLDNGS PL
NEW·5.9% book·−4
AMATAPPLIED MATLS INC
NEW·5.3% book·−2
LINDELINDE PLC
NEW·4.9% book·+2
SEASEA LTD
NEW·0.3% book·+1
Adds · 4
Adding to conviction
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Remove with Pro →Trims · 8
Taking chips off
ASMLASML HLDG NV
TRIM -13%·6.9% book·+9
CRSCARPENTER TECHNOLOGY CORP
TRIM -47%·3.6% book·−2
APPAPPLOVIN CORP
TRIM -29%·3.3% book·−8
LPLALPL FINL HLDGS INC
TRIM -41%·2.1% book·−10
ARGANARGAN INC
TRIM -6%·1.8% book·−12
MCKMCKESSON CORP
TRIM -85%·0.3% book·−3
TSMTAIWAN SEMICONDUCTOR MANUFAC
TRIM -93%·0.3% book·−2
BNBROOKFIELD CORP
TRIM -93%·0.2% book·+11
Exits · 12
Closed positions
VSTVISTRA CORP
EXIT·0.0% book·+1
TLNTALEN ENERGY CORP
EXIT·0.0% book·−10
THCTENET HEALTHCARE CORP
EXIT·0.0% book·−7
COFCAPITAL ONE FINL CORP
EXIT·0.0% book·−18
ENTGENTEGRIS INC
EXIT·0.0% book·−8
CIENACIENA CORP
EXIT·0.0% book·−6
SPOTSPOTIFY TECHNOLOGY S A
EXIT·0.0% book·−1
HLTHILTON WORLDWIDE HLDGS INC
EXIT·0.0% book·−17
MAMASTERCARD INCORPORATED
EXIT·0.0% book·0
BKNGBOOKING HOLDINGS INC
EXIT·0.0% book·−10
BSXBOSTON SCIENTIFIC CORP
EXIT·0.0% book·−12
KKRKKR & CO INC
EXIT·0.0% book·−13
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.