StockDuty ← Dashboard Aug 15, 2026 02:38 AM ET
SignalCorporate

📊 Mandel 13F — LONE PINE CAPITAL LLC: $16.4B portfolio, 34 positions (Q2 2026)

1. NEBIUS GROUP N.V. — $1.2B (7.2%) 2. ASML HLDG NV — $1.1B (6.9%) 3. SEAGATE TECHNOLOGY HLDNGS PL — $965M (5.9%) 4. HD — $918M (5.6%) 5. AMAT — $873M (5.3%) 6. MDLN — $827M (5.1%) 7. LINDE PLC — $809M (4.9%) 8. TER — $722M (4.4%) 9. GLW — $697M (4.3%) 10. CVNA — $692M (4.2%) 11. HUT — $666M (4.1%) 12. PFGC — $654M (4.0%) 13. NU HLDGS LTD — $631M (3.9%) 14. WULF — $596M (3.6%) 15. CRS — $594M (3.6%) 16. MTZ — $560M (3.4%) 17. APP — $537M (3.3%) 18. TTMI — $512M (3.1%) 19. STRL — $512M (3.1%) 20. USFD — $503M (3.1%) … (+14 more)
1. NEBIUS GROUP N.V. — $1.2B (7.2%)
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