Steve Mandel's portfolio and holdings - Aug 2026

As per corporate shareholdings filed for , people matching Steve Mandel publicly holds 33 stocks with a net worth of over US$ 12.6 B.

These are shares held by Steve Mandel as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
TeraWulf Inc Lone Pine Capital Llc 16.14 24,144,625 4.84% 0.82 389.7 M
On Holding AG - Ordinary Shares Class A Lone Pine Capital Llc 26.85 13,280,030 3.97% NEW 356.6 M
Performance Food Group Company Lone Pine Capital Llc 94.35 5,852,740 3.73% 1.19 552.2 M
SharonAI Holdings Inc. - Ordinary Shares - Class A Lone Pine Capital Llc 56.57 1,209,848 3.42% NEW 68.4 M
Argan, Inc. Lone Pine Capital Llc 396.33 368,673 2.63% -0.17 146.1 M
TTM Technologies Inc Lone Pine Capital Llc 122.34 2,738,075 2.60% NEW 335.0 M
Bitdeer Technologies Holding Co - Ordinary Shares - Class A Lone Pine Capital Llc 11.53 7,020,026 2.58% NEW 80.9 M
Medline Inc - Ordinary Shares - Class A Lone Pine Capital Llc 32.39 20,968,367 2.39% 1.00 679.2 M
US Foods Holding Corp Lone Pine Capital Llc 96.06 4,914,492 2.27% 0.55 472.1 M
Sterling Infrastructure Inc Lone Pine Capital Llc 484.86 609,643 1.99% NEW 295.6 M
Carpenter Technology Corp. Lone Pine Capital Llc 448.25 962,839 1.94% -1.72 431.6 M
Mastec Inc. Lone Pine Capital Llc 232.20 1,345,157 1.68% -0.23 312.3 M
Yandex NV - Ordinary Shares - Class A Lone Pine Capital Llc 228.11 4,258,008 1.57% NEW 971.3 M
LPL Financial Holdings Inc Lone Pine Capital Llc 347.26 1,219,099 1.55% -1.01 423.3 M
Carvana Co. - Ordinary Shares - Class A Lone Pine Capital Llc 70.28 10,520,666 1.46% 0.66 739.4 M
Nu Holdings Ltd - Ordinary Shares Class A Lone Pine Capital Llc 15.02 47,219,717 0.98% 0.19 709.2 M
Teradyne, Inc. Lone Pine Capital Llc 370.19 1,493,080 0.96% -0.24 552.7 M
Kodiak Gas Services Inc Lone Pine Capital Llc 62.50 845,070 0.84% NEW 52.8 M
Seagate Technology Holdings Plc Lone Pine Capital Llc 862.33 1,000,109 0.44% NEW 862.4 M
Linde Plc. Lone Pine Capital Llc 461.62 1,558,081 0.34% NEW 719.2 M
Corning, Inc. Lone Pine Capital Llc 163.12 2,728,058 0.32% -0.11 445.0 M
Applovin Corp - Ordinary Shares - Class A Lone Pine Capital Llc 314.49 1,042,268 0.31% -0.12 327.8 M
Home Depot, Inc. Lone Pine Capital Llc 305.69 2,603,189 0.26% NEW 795.8 M
Applied Materials Inc. Lone Pine Capital Llc 454.01 1,207,737 0.15% NEW 548.3 M
ASML Holding NV - New York Shares Lone Pine Capital Llc 1687.43 569,174 0.15% -0.02 960.4 M
Interactive Brokers Group Inc - Ordinary Shares - Class A Lone Pine Capital Llc 89.42 577,666 0.13% NEW 51.7 M
Sea Ltd - ADR Lone Pine Capital Llc 107.69 494,581 0.08% NEW 53.3 M
Transdigm Group Incorporated Lone Pine Capital Llc 1126.88 28,532 0.05% -0.01 32.2 M
Mckesson Corporation Lone Pine Capital Llc 880.86 57,851 0.05% -0.29 51.0 M
Brookfield Corporation - Ordinary Shares - Class A Lone Pine Capital Llc 38.05 792,717 0.04% -0.42 30.2 M
Visa Inc - Ordinary Shares - Class A Lone Pine Capital Llc 367.21 165,960 0.01% 0.00 60.9 M
Alphabet Inc - Ordinary Shares - Class A Lone Pine Capital Llc 332.60 215,574 0.00% 0.00 71.7 M
Taiwan Semiconductor Manufacturing - ADR Lone Pine Capital Llc 428.03 101,242 0.00% -0.03 43.3 M
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