Lone Pine Capital (Stephen Mandel)

Growth shares of quality companies, from the Tiger Management tradition.

What Stephen Mandel held at Q2 2026: 34 positions, the largest NBIS +7.2 %, ASML +6.9 %, SEAGATE TECHNOLOGY HLDNGS PL +5.9 %, HD +5.6 %, AMAT +5.3 %. Changes against the quarter before.

• NBIS – +7.2 %
• ASML – +6.9 %
• SEAGATE TECHNOLOGY HLDNGS PL – +5.9 %
• HD – +5.6 %
• AMAT – +5.3 %
• MDLN – +5.1 %
• LIN – +4.9 %
• TER – +4.4 %
• GLW – +4.3 %
• CVNA – +4.2 %
• HUT – +4.1 %
• PFGC – +4.0 %
• NU – +3.9 %
• WULF – +3.6 %
• CRS – +3.6 %
• MTZ – +3.4 %
• APP – +3.3 %
• TTMI – +3.1 %
• STRL – +3.1 %
• USFD – +3.1 %
• ONON – +2.9 %
• LPLA – +2.1 %
• AGX – +1.8 %
• BTDR – +0.7 %
• SHAZ – +0.6 %
• GOOGL – +0.5 %
• KGS – +0.4 %
• V – +0.3 %
• IBKR – +0.3 %
• TSM – +0.3 %
• SE – +0.3 %
• MCK – +0.3 %
• TDG – +0.2 %
• BN – +0.2 %