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Stephen Mandel founded Lone Pine Capital, a long/short equity hedge fund. A former Tiger Management analyst under Julian Robertson, Mandel is known for his rigorous fundamental research and concentrated portfolio approach in both U.S. and international equities.
VST
VISTRA CORP
COM
$930.18M
7.42% of portfolio
ASML
ASML HLDG NV
N Y REGISTRY SHS
$865.34M
6.90% of portfolio
CRS
CARPENTER TECHNOLOGY CORP
COM
$716.54M
5.71% of portfolio
LPLA
LPL FINL HLDGS INC
COM
$616.69M
4.92% of portfolio
APP
APPLOVIN CORP
COM CL A
$583.04M
4.65% of portfolio
TLN
TALEN ENERGY CORP
COM
$580.34M
4.63% of portfolio
TER
TERADYNE INC
COM
$555.23M
4.43% of portfolio
CVNA
CARVANA CO
CL A
$551.65M
4.40% of portfolio
NU
NU HLDGS LTD
ORD SHS CL A
$546.22M
4.35% of portfolio
MDLN
MEDLINE INC
COM CL A
$524.62M
4.18% of portfolio