https://holdlens.com/investor/stephen-mandel Every 13F move by Stephen Mandel (Lone Pine Capital) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/META https://holdlens.com/investor/stephen-mandel#2025-Q4-META-add-0 Stephen Mandel (Lone Pine Capital) added META in Q4 2025 · 6.4% of portfolio. Small add — already a top Lone Pine position. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/FTNT https://holdlens.com/investor/stephen-mandel#2025-Q4-FTNT-new-1 Stephen Mandel (Lone Pine Capital) new position FTNT in Q4 2025 · 2.8% of portfolio. New Fortinet cybersecurity position. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/BN https://holdlens.com/investor/stephen-mandel#2025-Q4-BN-add-2 Stephen Mandel (Lone Pine Capital) added BN (BROADCOM INC) in Q4 2025 · 9.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/VST https://holdlens.com/investor/stephen-mandel#2025-Q4-VST-add-3 Stephen Mandel (Lone Pine Capital) added VST (VISTRA CORP) in Q4 2025 · 6.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/LPLA https://holdlens.com/investor/stephen-mandel#2025-Q4-LPLA-trim-4 Stephen Mandel (Lone Pine Capital) trimmed LPLA (LPL FINL HLDGS INC) in Q4 2025 · 5.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ASML https://holdlens.com/investor/stephen-mandel#2025-Q4-ASML-new-5 Stephen Mandel (Lone Pine Capital) new position ASML (ASML HOLDING N V) in Q4 2025 · 4.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/KKR https://holdlens.com/investor/stephen-mandel#2025-Q4-KKR-add-6 Stephen Mandel (Lone Pine Capital) added KKR (KKR & CO INC) in Q4 2025 · 4.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/DASH https://holdlens.com/investor/stephen-mandel#2025-Q4-DASH-new-7 Stephen Mandel (Lone Pine Capital) new position DASH (DOORDASH INC) in Q4 2025 · 4.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/AMZN https://holdlens.com/investor/stephen-mandel#2025-Q4-AMZN-trim-8 Stephen Mandel (Lone Pine Capital) trimmed AMZN (AMAZON COM INC) in Q4 2025 · 4.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/COF https://holdlens.com/investor/stephen-mandel#2025-Q4-COF-trim-9 Stephen Mandel (Lone Pine Capital) trimmed COF (CAPITAL ONE FINL CORP) in Q4 2025 · 4.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/APP https://holdlens.com/investor/stephen-mandel#2025-Q4-APP-trim-10 Stephen Mandel (Lone Pine Capital) trimmed APP (APPLOVIN CORP) in Q4 2025 · 3.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/NU https://holdlens.com/investor/stephen-mandel#2025-Q4-NU-add-11 Stephen Mandel (Lone Pine Capital) added NU (NU HLDGS LTD) in Q4 2025 · 3.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TLN https://holdlens.com/investor/stephen-mandel#2025-Q4-TLN-add-12 Stephen Mandel (Lone Pine Capital) added TLN (TALEN ENERGY CORP) in Q4 2025 · 3.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/PFE https://holdlens.com/investor/stephen-mandel#2025-Q4-PFE-trim-13 Stephen Mandel (Lone Pine Capital) trimmed PFE (PHILIP MORRIS INTL INC) in Q4 2025 · 3.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/CRS https://holdlens.com/investor/stephen-mandel#2025-Q4-CRS-new-14 Stephen Mandel (Lone Pine Capital) new position CRS (CARPENTER TECHNOLOGY CORP) in Q4 2025 · 3.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/THC https://holdlens.com/investor/stephen-mandel#2025-Q4-THC-new-15 Stephen Mandel (Lone Pine Capital) new position THC (TENET HEALTHCARE CORP) in Q4 2025 · 2.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/ENTG https://holdlens.com/investor/stephen-mandel#2025-Q4-ENTG-new-16 Stephen Mandel (Lone Pine Capital) new position ENTG (ENTEGRIS INC) in Q4 2025 · 1.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/MA https://holdlens.com/investor/stephen-mandel#2025-Q4-MA-new-17 Stephen Mandel (Lone Pine Capital) new position MA (MASTERCARD INCORPORATED) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/BKNG https://holdlens.com/investor/stephen-mandel#2025-Q4-BKNG-trim-18 Stephen Mandel (Lone Pine Capital) trimmed BKNG (BOOKING HOLDINGS INC) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BSX https://holdlens.com/investor/stephen-mandel#2025-Q4-BSX-new-19 Stephen Mandel (Lone Pine Capital) new position BSX (BOSTON SCIENTIFIC CORP) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/HLT https://holdlens.com/investor/stephen-mandel#2025-Q4-HLT-new-20 Stephen Mandel (Lone Pine Capital) new position HLT (HILTON WORLDWIDE HLDGS INC) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/SPOT https://holdlens.com/investor/stephen-mandel#2025-Q4-SPOT-new-21 Stephen Mandel (Lone Pine Capital) new position SPOT (SPOTIFY TECHNOLOGY S A) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/V https://holdlens.com/investor/stephen-mandel#2025-Q4-V-new-22 Stephen Mandel (Lone Pine Capital) new position V (VISA INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/SBUX https://holdlens.com/investor/stephen-mandel#2025-Q4-SBUX-exit-23 Stephen Mandel (Lone Pine Capital) exited SBUX (STARBUCKS CORP) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/EQT https://holdlens.com/investor/stephen-mandel#2025-Q4-EQT-exit-24 Stephen Mandel (Lone Pine Capital) exited EQT (EQT CORP) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/FLUT https://holdlens.com/investor/stephen-mandel#2025-Q4-FLUT-exit-25 Stephen Mandel (Lone Pine Capital) exited FLUT (FLUTTER ENTMT PLC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/SEA https://holdlens.com/investor/stephen-mandel#2025-Q4-SEA-exit-26 Stephen Mandel (Lone Pine Capital) exited SEA (SEA LTD) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/CIENA https://holdlens.com/investor/stephen-mandel#2025-Q4-CIENA-exit-27 Stephen Mandel (Lone Pine Capital) exited CIENA (CIENA CORP) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/EQIX https://holdlens.com/investor/stephen-mandel#2025-Q4-EQIX-exit-28 Stephen Mandel (Lone Pine Capital) exited EQIX (ETSY INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/BN https://holdlens.com/investor/stephen-mandel#2025-Q3-BN-add-29 Stephen Mandel (Lone Pine Capital) added BN (BROADCOM INC) in Q3 2025 · 8.8% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/stephen-mandel#2025-Q3-META-trim-30 Stephen Mandel (Lone Pine Capital) trimmed META (META PLATFORMS INC) in Q3 2025 · 7.1% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/VST https://holdlens.com/investor/stephen-mandel#2025-Q3-VST-trim-31 Stephen Mandel (Lone Pine Capital) trimmed VST (VISTRA CORP) in Q3 2025 · 6.7% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/TSM https://holdlens.com/investor/stephen-mandel#2025-Q3-TSM-trim-32 Stephen Mandel (Lone Pine Capital) trimmed TSM (TAIWAN SEMICONDUCTOR MFG LTD) in Q3 2025 · 6.2% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/APP https://holdlens.com/investor/stephen-mandel#2025-Q3-APP-trim-33 Stephen Mandel (Lone Pine Capital) trimmed APP (APPLOVIN CORP) in Q3 2025 · 5.8% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/LPLA https://holdlens.com/investor/stephen-mandel#2025-Q3-LPLA-add-34 Stephen Mandel (Lone Pine Capital) added LPLA (LPL FINL HLDGS INC) in Q3 2025 · 5.5% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/PFE https://holdlens.com/investor/stephen-mandel#2025-Q3-PFE-add-35 Stephen Mandel (Lone Pine Capital) added PFE (PHILIP MORRIS INTL INC) in Q3 2025 · 5.4% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/CVNA https://holdlens.com/investor/stephen-mandel#2025-Q3-CVNA-trim-36 Stephen Mandel (Lone Pine Capital) trimmed CVNA (CARVANA CO) in Q3 2025 · 4.8% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/stephen-mandel#2025-Q3-MSFT-trim-37 Stephen Mandel (Lone Pine Capital) trimmed MSFT (MICROSOFT CORP) in Q3 2025 · 4.6% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/AMZN https://holdlens.com/investor/stephen-mandel#2025-Q3-AMZN-trim-38 Stephen Mandel (Lone Pine Capital) trimmed AMZN (AMAZON COM INC) in Q3 2025 · 4.5% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/COF https://holdlens.com/investor/stephen-mandel#2025-Q3-COF-trim-39 Stephen Mandel (Lone Pine Capital) trimmed COF (CAPITAL ONE FINL CORP) in Q3 2025 · 4.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim