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Lone Pine Capital
Managed by Stephen Mandel
Portfolio Value:
$1338.3B
Holdings:
9
Quarter:
2023-Q2
Stock
% of Portfolio
Value
Shares
Change
FRPT
FRESHPET INC
21.1%
$282.3B
4,289,586
+3.2pp
THS
TREEHOUSE FOODS INC
17.9%
$239.5B
4,753,914
-1.3pp
NEWR
NEW RELIC INC
15.7%
$210.2B
3,212,444
+0.9pp
FIS
FIDELITY NATL INFORMATION SV
15.1%
$202.1B
3,694,474
+0.9pp
MRCY
MERCURY SYS INC
11.4%
$152.0B
4,394,641
+0.2pp
SPY
SPDR S&P 500 ETF TR
7.3%
$98.0B
221,133
+3.7pp
LH
LABCORP HOLDINGS INC
7.2%
$97.0B
401,935
-7.1pp
LDOS
LEIDOS HOLDINGS INC
2.1%
$28.7B
324,930
NEW
EHAB
ENHABIT INC
2.1%
$28.5B
2,474,398
-0.5pp