What Stephen Mandel bought and sold in Q4 2024
In Q4 2024, Stephen Mandel (Lone Pine Capital) opened 4 new positions — including LLY (4.5%), COF (4.3%), FLUT (3.7%), added to 4, trimmed 10, exited 3 (UNH, BKNG, GEV). The book stood at $13.47B across 30 positions, filed Feb 14, 2025.
4New4Added10Trimmed3Exited
New positions (4)
Added to (4)
Trimmed (10)
- AMZNAmazon.com Inc-31% shares · 6.2% · $831M
- VSTVistra Corp-21% shares · 5.5% · $738M
- CRMSalesforce Inc-33% shares · 3.9% · $523M
- SPOTSpotify Technology S A-41% shares · 3.0% · $409M
- CEGConstellation Energy-27% shares · 2.9% · $389M
- APPApplovin Corp-class A-54% shares · 2.6% · $351M
- XYZBlock Inc-51% shares · 2.4% · $320M
- LENLennar Corp-a-41% shares · 1.7% · $234M
- HUTHut 8 Corp-44% shares · 0.1% · $14M
- WULFTerawulf Inc-52% shares · 0.1% · $8M
Exited (3)
Stephen Mandel's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.