Stephen Mandel - Lone Pine Capital – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by Stephen Mandel - Lone Pine Capital during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| LPLA | 2,255,714 | $332.69 | Increased | 20.48% | 5.48% | $750.45M | 2025 Q3 |
| PM | 4,614,443 | $162.2 | Increased | 67.33% | 5.46% | $748.46M | 2025 Q3 |
| BN | 15,272,022 | $45.72 | Increased | 81.12% | 5.10% | $698.24M | 2025 Q3 |
| AVGO | 1,549,412 | $329.91 | Buy | 100.00% | 3.73% | $511.17M | 2025 Q3 |
| TLN | 1,192,516 | $425.38 | Increased | 9.47% | 3.70% | $507.27M | 2025 Q3 |
| EQT | 8,361,889 | $54.43 | Increased | 11.22% | 3.32% | $455.14M | 2025 Q3 |
| VMC | 1,384,624 | $307.62 | Buy | 100.00% | 3.11% | $425.94M | 2025 Q3 |
| NU | 25,406,449 | $16.01 | Buy | 100.00% | 2.97% | $406.76M | 2025 Q3 |
| WING | 1,491,245 | $251.68 | Buy | 100.00% | 2.74% | $375.32M | 2025 Q3 |
| APH | 3,023,231 | $123.75 | Buy | 100.00% | 2.73% | $374.12M | 2025 Q3 |
| SE | 1,869,501 | $178.73 | Buy | 100.00% | 2.44% | $334.14M | 2025 Q3 |
| CIEN | 2,006,662 | $145.67 | Buy | 100.00% | 2.13% | $292.31M | 2025 Q3 |
| ETSY | 3,880,316 | $66.39 | Buy | 100.00% | 1.88% | $257.61M | 2025 Q3 |
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