{"success":true,"meta":{"generated_at":"2026-07-08T11:20:34.258Z","source":"SEC EDGAR 13F","license":"https://www.sec.gov/about/website-policies"},"data":{"id":61,"name":"Stephen Mandel","fund_name":"Lone Pine Capital","cik":"0001061165","description":"Tiger Cub investor","url":"https://superinvestorclub.com/manager/61","markdown_url":"https://superinvestorclub.com/manager/61/llm.txt","latest_period":"2026-03-31","latest_filing_date":"2026-05-15","total_value":12543849391,"num_holdings":36,"filings":[{"period":"2026-03-31","filing_date":"2026-05-15","accession_number":"0000919574-26-003439"},{"period":"2025-12-31","filing_date":"2026-02-17","accession_number":"0000902664-26-001084"},{"period":"2025-09-30","filing_date":"2025-11-14","accession_number":"0000902664-25-004988"},{"period":"2025-06-30","filing_date":"2025-08-14","accession_number":"0000902664-25-003627"},{"period":"2025-03-31","filing_date":"2025-05-15","accession_number":"0000902664-25-002417"},{"period":"2024-12-31","filing_date":"2025-02-14","accession_number":"0000902664-25-001072"},{"period":"2024-09-30","filing_date":"2024-11-14","accession_number":"0000902664-24-006633"},{"period":"2024-06-30","filing_date":"2024-08-14","accession_number":"0000902664-24-005150"},{"period":"2024-03-31","filing_date":"2024-05-15","accession_number":"0000902664-24-003638"}],"holdings":[{"ticker":"VST","cusip":"92840M102","company_name":"VISTRA CORP","shares":"6187585","value":930179653,"pct_of_portfolio":7.415424276916049,"security_type":"SH","change_type":"INCREASED","shares_change_pct":18.72067399798729,"prev_shares":"5211885","prev_value":840833407},{"ticker":"ASMLF","cusip":"N07059210","company_name":"ASML HLDG NV","shares":"655148","value":865339133,"pct_of_portfolio":6.898513415035628,"security_type":"SH","change_type":"INCREASED","shares_change_pct":8.28588287601836,"prev_shares":"605017","prev_value":647283488},{"ticker":"CRS","cusip":"144285103","company_name":"CARPENTER TECHNOLOGY CORP","shares":"1817940","value":716541051,"pct_of_portfolio":5.712289973077213,"security_type":"SH","change_type":"INCREASED","shares_change_pct":38.46350703536648,"prev_shares":"1312938","prev_value":413365400},{"ticker":"LPLA","cusip":"50212V100","company_name":"LPL FINL HLDGS INC","shares":"2049967","value":616691573,"pct_of_portfolio":4.916286490512759,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-1.203933785328596,"prev_shares":"2074948","prev_value":741109177},{"ticker":"APP","cusip":"03831W108","company_name":"APPLOVIN CORP","shares":"1464923","value":583039354,"pct_of_portfolio":4.6480098399325565,"security_type":"SH","change_type":"REDUCED","shares_change_pct":87.68311275671658,"prev_shares":"780530","prev_value":525936725},{"ticker":"TLN","cusip":"87422Q109","company_name":"TALEN ENERGY CORP","shares":"1817947","value":580343221,"pct_of_portfolio":4.62651617466315,"security_type":"SH","change_type":"INCREASED","shares_change_pct":40.65179850771673,"prev_shares":"1292516","prev_value":484486697},{"ticker":"TER","cusip":"880770102","company_name":"TERADYNE INC","shares":"1872876","value":555232819,"pct_of_portfolio":4.426335183826188,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"CVNA","cusip":"146869102","company_name":"CARVANA CO","shares":"1754709","value":551645415,"pct_of_portfolio":4.397736275403596,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-1.3836122401266095,"prev_shares":"1779328","prev_value":750912003},{"ticker":"NU","cusip":"G6683N103","company_name":"NU HLDGS LTD","shares":"38011225","value":546221303,"pct_of_portfolio":4.35449506745437,"security_type":"SH","change_type":"INCREASED","shares_change_pct":28.28525468763547,"prev_shares":"29630237","prev_value":496010167},{"ticker":"MDLN","cusip":"58507V107","company_name":"MEDLINE INC","shares":"11789156","value":524617442,"pct_of_portfolio":4.182268342414922,"security_type":"SH","change_type":"INCREASED","shares_change_pct":0.6184251414882539,"prev_shares":"11716697","prev_value":492101274},{"ticker":"CTAS","cusip":"219350105","company_name":"CORNING INC","shares":"3718147","value":505556448,"pct_of_portfolio":4.0303134408065215,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"CLH","cusip":"184496107","company_name":"CLEAN HARBORS INC","shares":"1754950","value":503196814,"pct_of_portfolio":4.011502357171437,"security_type":"SH","change_type":"INCREASED","shares_change_pct":27.34331065759637,"prev_shares":"1378125","prev_value":323142750},{"ticker":"MTZ","cusip":"576323109","company_name":"MASTEC INC","shares":"1531050","value":492600027,"pct_of_portfolio":3.9270244057094006,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"TSM","cusip":"874039100","company_name":"TAIWAN SEMICONDUCTOR MANUFAC","shares":"1389530","value":469591664,"pct_of_portfolio":3.74360094228271,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-54.47746035906172,"prev_shares":"3052400","prev_value":927593836},{"ticker":"BN","cusip":"11271J107","company_name":"BROOKFIELD CORP","shares":"11208969","value":453626975,"pct_of_portfolio":3.616329890930209,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-29.60676013102762,"prev_shares":"15923360","prev_value":730722990},{"ticker":"THC","cusip":"88033G407","company_name":"TENET HEALTHCARE CORP","shares":"2258717","value":426242485,"pct_of_portfolio":3.3980197921207647,"security_type":"SH","change_type":"INCREASED","shares_change_pct":26.37409179970526,"prev_shares":"1787326","prev_value":355177423},{"ticker":"COF","cusip":"14040H105","company_name":"CAPITAL ONE FINL CORP","shares":"2267056","value":413579026,"pct_of_portfolio":3.2970662601923135,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-1.2129116371975837,"prev_shares":"2294891","prev_value":556189783},{"ticker":"ENTG","cusip":"29362U104","company_name":"ENTEGRIS INC","shares":"3115054","value":365208931,"pct_of_portfolio":2.9114581944999376,"security_type":"SH","change_type":"INCREASED","shares_change_pct":1.9914675712045262,"prev_shares":"3054230","prev_value":257318878},{"ticker":"USFD","cusip":"912008109","company_name":"US FOODS HLDG CORP","shares":"3795998","value":350028976,"pct_of_portfolio":2.790443069662012,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"PFGC","cusip":"71377A103","company_name":"PERFORMANCE FOOD GROUP CO","shares":"3978158","value":340769014,"pct_of_portfolio":2.716622333208943,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"MCK","cusip":"58155Q103","company_name":"MCKESSON CORP","shares":"392224","value":339414961,"pct_of_portfolio":2.705827775989757,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"CIEN","cusip":"171779309","company_name":"CIENA CORP","shares":"809522","value":314280726,"pct_of_portfolio":2.505456787654762,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"WULF","cusip":"88080T104","company_name":"TERAWULF INC","shares":"19921430","value":287466235,"pct_of_portfolio":2.2916907405333817,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"HUT","cusip":"44812J104","company_name":"HUT 8 CORP","shares":"6078951","value":285163591,"pct_of_portfolio":2.2733339831439627,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"AGX","cusip":"04010E109","company_name":"ARGAN INC","shares":"393134","value":214120433,"pct_of_portfolio":1.706975477189863,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"GOOGL","cusip":"02079K305","company_name":"ALPHABET INC","shares":"187561","value":53935041,"pct_of_portfolio":0.42997200714716394,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"TDG","cusip":"893641100","company_name":"TRANSDIGM GROUP INC","shares":"35677","value":41348216,"pct_of_portfolio":0.3296294041099269,"security_type":"SH","change_type":"INCREASED","shares_change_pct":85.54711878510506,"prev_shares":"19228","prev_value":25570356},{"ticker":"VMC","cusip":"929160109","company_name":"VULCAN MATLS CO","shares":"144179","value":39259942,"pct_of_portfolio":0.3129816117544296,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-91.43795592696142,"prev_shares":"1683932","prev_value":480291085},{"ticker":"SPOT","cusip":"L8681T102","company_name":"SPOTIFY TECHNOLOGY S A","shares":"68844","value":33383144,"pct_of_portfolio":0.26613157539942917,"security_type":"SH","change_type":"INCREASED","shares_change_pct":287.59148744510753,"prev_shares":"17762","prev_value":10314571},{"ticker":"MA","cusip":"57636Q104","company_name":"MASTERCARD INCORPORATED","shares":"57201","value":28581052,"pct_of_portfolio":0.22784913234454507,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-40.624675621250184,"prev_shares":"96338","prev_value":54997437},{"ticker":"APH","cusip":"032095101","company_name":"AMPHENOL CORP","shares":"223084","value":28186663,"pct_of_portfolio":0.22470504963351565,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-92.06042623372066,"prev_shares":"2809773","prev_value":379712723},{"ticker":"V","cusip":"92826C839","company_name":"VISA INC","shares":"92775","value":28040316,"pct_of_portfolio":0.22353836630180246,"security_type":"SH","change_type":"INCREASED","shares_change_pct":509.6799631990537,"prev_shares":"15217","prev_value":5336754},{"ticker":"HLT","cusip":"43300A203","company_name":"HILTON WORLDWIDE HLDGS INC","shares":"89249","value":27138836,"pct_of_portfolio":0.2163517366484937,"security_type":"SH","change_type":"INCREASED","shares_change_pct":54.36463323935866,"prev_shares":"57817","prev_value":16607933},{"ticker":"KKR","cusip":"48251W104","company_name":"KKR & CO INC","shares":"179308","value":16585990,"pct_of_portfolio":0.1322240843540434,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-96.41461802788794,"prev_shares":"5001085","prev_value":637538316},{"ticker":"BKNG","cusip":"09857L108","company_name":"BOOKING HOLDINGS INC","shares":"2405","value":10125820,"pct_of_portfolio":0.080723386293725,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-48.056155507559396,"prev_shares":"4630","prev_value":24795178},{"ticker":"BSX","cusip":"101137107","company_name":"BOSTON SCIENTIFIC CORP","shares":"104655","value":6567101,"pct_of_portfolio":0.05235315568051849,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-48.11430667863145,"prev_shares":"201703","prev_value":19232381}]}}