Lone Pine Capital just filed its Q2 2026 13F. ๐
Managed by Stephen Mandel ยท $16.4B across 34 holdings
๐ข Bought: $NBIS, $STX, $HD, $AMAT +17 more
๐ด Sold: $VST, $TLN, $CLH, $THC +24 more
The full updated portfolio ๐
https://fundfollower.xyz/institution/lone-pine-capital
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.