Steve Mandel's portfolio and holdings - Sep 2026

As per corporate shareholdings filed for , people matching Steve Mandel publicly holds 34 stocks with a net worth of over US$ 13.1 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 13.77 24,144,625 4.84% 0.00 332.5 M
Hut 8 Mining Corp Lone Pine Capital Llc 84.27 5,773,045 4.68% NEW 486.5 M
On Holding AG - Ordinary Shares Class A Lone Pine Capital Llc 35.09 13,280,030 3.97% 0.00 466.0 M
Performance Food Group Company Lone Pine Capital Llc 94.88 5,852,740 3.73% 0.00 555.3 M
SharonAI Holdings Inc. - Ordinary Shares - Class A Lone Pine Capital Llc 37.93 1,209,848 3.38% 0.00 45.9 M
Argan, Inc. Lone Pine Capital Llc 392.61 368,673 2.63% 0.00 144.7 M
TTM Technologies Inc Lone Pine Capital Llc 121.01 2,738,075 2.60% 0.00 331.3 M
Bitdeer Technologies Holding Co - Ordinary Shares - Class A Lone Pine Capital Llc 9.63 7,020,026 2.58% 0.00 67.6 M
Medline Inc - Ordinary Shares - Class A Lone Pine Capital Llc 36.26 20,968,367 2.39% 0.00 760.3 M
US Foods Holding Corp Lone Pine Capital Llc 97.43 4,914,492 2.27% 0.00 478.8 M
Sterling Infrastructure Inc Lone Pine Capital Llc 513.00 609,643 1.99% 0.00 312.7 M
Carpenter Technology Corp. Lone Pine Capital Llc 385.81 962,839 1.94% 0.00 371.5 M
Mastec Inc. Lone Pine Capital Llc 212.65 1,345,157 1.68% 0.00 286.0 M
Yandex NV - Ordinary Shares - Class A Lone Pine Capital Llc 221.07 4,258,008 1.57% 0.00 941.3 M
LPL Financial Holdings Inc Lone Pine Capital Llc 330.88 1,219,099 1.55% 0.00 403.4 M
Carvana Co. - Ordinary Shares - Class A Lone Pine Capital Llc 63.73 10,520,666 1.46% 0.00 670.5 M
Nu Holdings Ltd - Ordinary Shares Class A Lone Pine Capital Llc 16.12 47,219,717 0.98% 0.00 761.2 M
Teradyne, Inc. Lone Pine Capital Llc 402.68 1,493,080 0.96% 0.00 601.2 M
Kodiak Gas Services Inc Lone Pine Capital Llc 53.47 845,070 0.84% 0.00 45.2 M
Seagate Technology Holdings Plc Lone Pine Capital Llc 783.00 1,000,109 0.44% 0.00 783.1 M
Linde Plc. Lone Pine Capital Llc 483.73 1,558,081 0.34% 0.00 753.7 M
Corning, Inc. Lone Pine Capital Llc 156.68 2,728,058 0.32% 0.00 427.4 M
Applovin Corp - Ordinary Shares - Class A Lone Pine Capital Llc 277.04 1,042,268 0.31% 0.00 288.7 M
Home Depot, Inc. Lone Pine Capital Llc 290.74 2,603,189 0.26% 0.00 756.9 M
Applied Materials Inc. Lone Pine Capital Llc 507.03 1,207,737 0.15% 0.00 612.4 M
ASML Holding NV - New York Shares Lone Pine Capital Llc 1780.34 569,174 0.15% 0.00 1.0 B
Interactive Brokers Group Inc - Ordinary Shares - Class A Lone Pine Capital Llc 87.87 577,666 0.13% 0.00 50.8 M
Sea Ltd - ADR Lone Pine Capital Llc 95.25 494,581 0.08% 0.00 47.1 M
Transdigm Group Incorporated Lone Pine Capital Llc 1107.99 28,532 0.05% 0.00 31.6 M
Mckesson Corporation Lone Pine Capital Llc 938.84 57,851 0.05% 0.00 54.3 M
Brookfield Corporation - Ordinary Shares - Class A Lone Pine Capital Llc 37.09 792,717 0.03% 0.00 29.4 M
Visa Inc - Ordinary Shares - Class A Lone Pine Capital Llc 385.45 165,960 0.01% 0.00 64.0 M
Alphabet Inc - Ordinary Shares - Class A Lone Pine Capital Llc 351.66 215,574 0.00% 0.00 75.8 M
Taiwan Semiconductor Manufacturing - ADR Lone Pine Capital Llc 453.31 101,242 0.00% 0.00 45.9 M
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