https://holdlens.com/investor/stephen-mandel Every 13F move by Stephen Mandel (Lone Pine Capital) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/VST https://holdlens.com/investor/stephen-mandel#2026-Q1-VST-add-0 Stephen Mandel (Lone Pine Capital) added VST (VISTRA CORP) in Q1 2026 · 7.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/ASML https://holdlens.com/investor/stephen-mandel#2026-Q1-ASML-add-1 Stephen Mandel (Lone Pine Capital) added ASML (ASML HLDG NV) in Q1 2026 · 6.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/CRS https://holdlens.com/investor/stephen-mandel#2026-Q1-CRS-add-2 Stephen Mandel (Lone Pine Capital) added CRS (CARPENTER TECHNOLOGY CORP) in Q1 2026 · 5.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/APP https://holdlens.com/investor/stephen-mandel#2026-Q1-APP-add-3 Stephen Mandel (Lone Pine Capital) added APP (APPLOVIN CORP) in Q1 2026 · 4.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/TLN https://holdlens.com/investor/stephen-mandel#2026-Q1-TLN-add-4 Stephen Mandel (Lone Pine Capital) added TLN (TALEN ENERGY CORP) in Q1 2026 · 4.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/NU https://holdlens.com/investor/stephen-mandel#2026-Q1-NU-add-5 Stephen Mandel (Lone Pine Capital) added NU (NU HLDGS LTD) in Q1 2026 · 4.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/stephen-mandel#2026-Q1-TSM-trim-6 Stephen Mandel (Lone Pine Capital) trimmed TSM (TAIWAN SEMICONDUCTOR MANUFAC) in Q1 2026 · 3.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BN https://holdlens.com/investor/stephen-mandel#2026-Q1-BN-trim-7 Stephen Mandel (Lone Pine Capital) trimmed BN (BROOKFIELD CORP) in Q1 2026 · 3.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/THC https://holdlens.com/investor/stephen-mandel#2026-Q1-THC-add-8 Stephen Mandel (Lone Pine Capital) added THC (TENET HEALTHCARE CORP) in Q1 2026 · 3.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/MCK https://holdlens.com/investor/stephen-mandel#2026-Q1-MCK-new-9 Stephen Mandel (Lone Pine Capital) new position MCK (MCKESSON CORP) in Q1 2026 · 2.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/CIENA https://holdlens.com/investor/stephen-mandel#2026-Q1-CIENA-new-10 Stephen Mandel (Lone Pine Capital) new position CIENA (CIENA CORP) in Q1 2026 · 2.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/ARGAN https://holdlens.com/investor/stephen-mandel#2026-Q1-ARGAN-new-11 Stephen Mandel (Lone Pine Capital) new position ARGAN (ARGAN INC) in Q1 2026 · 1.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/GOOGL https://holdlens.com/investor/stephen-mandel#2026-Q1-GOOGL-new-12 Stephen Mandel (Lone Pine Capital) new position GOOGL (ALPHABET INC) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/SPOT https://holdlens.com/investor/stephen-mandel#2026-Q1-SPOT-add-13 Stephen Mandel (Lone Pine Capital) added SPOT (SPOTIFY TECHNOLOGY S A) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/HLT https://holdlens.com/investor/stephen-mandel#2026-Q1-HLT-add-14 Stephen Mandel (Lone Pine Capital) added HLT (HILTON WORLDWIDE HLDGS INC) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/MA https://holdlens.com/investor/stephen-mandel#2026-Q1-MA-trim-15 Stephen Mandel (Lone Pine Capital) trimmed MA (MASTERCARD INCORPORATED) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/V https://holdlens.com/investor/stephen-mandel#2026-Q1-V-add-16 Stephen Mandel (Lone Pine Capital) added V (VISA INC) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/BKNG https://holdlens.com/investor/stephen-mandel#2026-Q1-BKNG-trim-17 Stephen Mandel (Lone Pine Capital) trimmed BKNG (BOOKING HOLDINGS INC) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BSX https://holdlens.com/investor/stephen-mandel#2026-Q1-BSX-trim-18 Stephen Mandel (Lone Pine Capital) trimmed BSX (BOSTON SCIENTIFIC CORP) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/KKR https://holdlens.com/investor/stephen-mandel#2026-Q1-KKR-trim-19 Stephen Mandel (Lone Pine Capital) trimmed KKR (KKR & CO INC) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/stephen-mandel#2026-Q1-MSFT-exit-20 Stephen Mandel (Lone Pine Capital) exited MSFT (MICROSOFT CORP) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/DASH https://holdlens.com/investor/stephen-mandel#2026-Q1-DASH-exit-21 Stephen Mandel (Lone Pine Capital) exited DASH (DOORDASH INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/AMZN https://holdlens.com/investor/stephen-mandel#2026-Q1-AMZN-exit-22 Stephen Mandel (Lone Pine Capital) exited AMZN (AMAZON COM INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/PFE https://holdlens.com/investor/stephen-mandel#2026-Q1-PFE-exit-23 Stephen Mandel (Lone Pine Capital) exited PFE (PHILIP MORRIS INTL INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/META https://holdlens.com/investor/stephen-mandel#2025-Q4-META-add-24 Stephen Mandel (Lone Pine Capital) added META in Q4 2025 · 6.4% of portfolio. Small add — already a top Lone Pine position. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/FTNT https://holdlens.com/investor/stephen-mandel#2025-Q4-FTNT-new-25 Stephen Mandel (Lone Pine Capital) new position FTNT in Q4 2025 · 2.8% of portfolio. New Fortinet cybersecurity position. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/BN https://holdlens.com/investor/stephen-mandel#2025-Q4-BN-add-26 Stephen Mandel (Lone Pine Capital) added BN (BROADCOM INC) in Q4 2025 · 9.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/VST https://holdlens.com/investor/stephen-mandel#2025-Q4-VST-add-27 Stephen Mandel (Lone Pine Capital) added VST (VISTRA CORP) in Q4 2025 · 6.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/LPLA https://holdlens.com/investor/stephen-mandel#2025-Q4-LPLA-trim-28 Stephen Mandel (Lone Pine Capital) trimmed LPLA (LPL FINL HLDGS INC) in Q4 2025 · 5.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ASML https://holdlens.com/investor/stephen-mandel#2025-Q4-ASML-new-29 Stephen Mandel (Lone Pine Capital) new position ASML (ASML HOLDING N V) in Q4 2025 · 4.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/KKR https://holdlens.com/investor/stephen-mandel#2025-Q4-KKR-add-30 Stephen Mandel (Lone Pine Capital) added KKR (KKR & CO INC) in Q4 2025 · 4.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/DASH https://holdlens.com/investor/stephen-mandel#2025-Q4-DASH-new-31 Stephen Mandel (Lone Pine Capital) new position DASH (DOORDASH INC) in Q4 2025 · 4.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/AMZN https://holdlens.com/investor/stephen-mandel#2025-Q4-AMZN-trim-32 Stephen Mandel (Lone Pine Capital) trimmed AMZN (AMAZON COM INC) in Q4 2025 · 4.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/COF https://holdlens.com/investor/stephen-mandel#2025-Q4-COF-trim-33 Stephen Mandel (Lone Pine Capital) trimmed COF (CAPITAL ONE FINL CORP) in Q4 2025 · 4.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/APP https://holdlens.com/investor/stephen-mandel#2025-Q4-APP-trim-34 Stephen Mandel (Lone Pine Capital) trimmed APP (APPLOVIN CORP) in Q4 2025 · 3.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/NU https://holdlens.com/investor/stephen-mandel#2025-Q4-NU-add-35 Stephen Mandel (Lone Pine Capital) added NU (NU HLDGS LTD) in Q4 2025 · 3.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TLN https://holdlens.com/investor/stephen-mandel#2025-Q4-TLN-add-36 Stephen Mandel (Lone Pine Capital) added TLN (TALEN ENERGY CORP) in Q4 2025 · 3.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/PFE https://holdlens.com/investor/stephen-mandel#2025-Q4-PFE-trim-37 Stephen Mandel (Lone Pine Capital) trimmed PFE (PHILIP MORRIS INTL INC) in Q4 2025 · 3.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/CRS https://holdlens.com/investor/stephen-mandel#2025-Q4-CRS-new-38 Stephen Mandel (Lone Pine Capital) new position CRS (CARPENTER TECHNOLOGY CORP) in Q4 2025 · 3.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/THC https://holdlens.com/investor/stephen-mandel#2025-Q4-THC-new-39 Stephen Mandel (Lone Pine Capital) new position THC (TENET HEALTHCARE CORP) in Q4 2025 · 2.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new