Stephen Mandel · quarter digest
What Stephen Mandel did in Q2 2025
Lone Pine Capital filed 23 moves in Q2 2025: 5 new, 6 add, 7 trim, 5 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Long-only growth at a reasonable price. Deep research. Tiger Cub.
New positions · 5
Fresh money
Adds · 6
Adding to conviction
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Remove with Pro →Trims · 7
Taking chips off
Exits · 5
Closed positions
LLYELI LILLY & CO
EXIT·0.0% book·−6
TOLTOLL BROTHERS INC
EXIT·0.0% book·−2
CDNSCADENCE DESIGN SYSTEM INC
EXIT·0.0% book·−12
ARESARES MANAGEMENT CORPORATION
EXIT·0.0% book·−2
WINGWINGSTOP INC
EXIT·0.0% book·−11
Current top holdings
Stephen Mandel’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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