What Stephen Mandel bought and sold in Q2 2026
In Q2 2026, Stephen Mandel (Lone Pine Capital) exited 36 (VST, ASML, CRS).
0New0Added0Trimmed36Exited
Exited (36)
- VSTVistra Corpwas 7.4% of book
- ASMLAsml Hldg NVwas 6.9% of book
- CRSCarpenter Technologywas 5.7% of book
- LPLALpl Financial Holdings Incwas 4.9% of book
- APPApplovin Corp-class Awas 4.6% of book
- TLNTalen Energy Corpwas 4.6% of book
- TERTeradyne Incwas 4.4% of book
- CVNACarvana COwas 4.4% of book
- NUNU Hldgs Ltdwas 4.4% of book
- MDLNMedline Inc-cl Awas 4.2% of book
- GLWCorning Incwas 4.0% of book
- CLHClean Harbors Incwas 4.0% of book
- MTZMastec Incwas 3.9% of book
- TSMTaiwan Semiconductor-sp Adrwas 3.7% of book
- BNBrookfield Corpwas 3.6% of book
- THCTenet Healthcare Corpwas 3.4% of book
- COFCapital One Financial Corpwas 3.3% of book
- ENTGEntegris Incwas 2.9% of book
- USFDUS Foods Holding Corpwas 2.8% of book
- PFGCPerformance Food Group COwas 2.7% of book
- MCKMckesson Corpwas 2.7% of book
- CIENCiena Corpwas 2.5% of book
- WULFTerawulf Incwas 2.3% of book
- HUTHut 8 Corpwas 2.3% of book
- AGXArgan Incwas 1.7% of book
- GOOGLAlphabet Inc-cl Awas 0.4% of book
- TDGTransdigm Group Incwas 0.3% of book
- VMCVulcan Materials COwas 0.3% of book
- SPOTSpotify Technology S Awas 0.3% of book
- MAMastercard Inc - Awas 0.2% of book
- APHAmphenol Corp-cl Awas 0.2% of book
- VVisa Inc-class A Shareswas 0.2% of book
- HLTHilton Worldwide Holdings INwas 0.2% of book
- KKRKkr & CO Incwas 0.1% of book
- BKNGBooking Holdings Incwas 0.1% of book
- BSXBoston Scientific Corpwas 0.1% of book
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.