Stephen Mandel
Stephen MandelLone Pine Capital13F · 15 May 2026
持仓 36前十集中度 52%本季新建/加仓 25减持/清仓 11
17.4%加仓26.9%加仓35.7%加仓44.9%减持54.7%加仓64.6%加仓74.4%新建仓84.4%减持94.3%加仓104.2%加仓114.0%新建仓124.0%加仓133.9%新建仓143.7%减持153.6%减持163.4%加仓173.3%减持182.9%加仓192.8%新建仓202.7%新建仓212.7%新建仓222.5%新建仓232.3%新建仓242.3%新建仓251.7%新建仓260.4%新建仓270.3%加仓280.3%减持290.3%加仓300.2%减持310.2%减持320.2%加仓330.2%加仓340.1%减持350.1%减持360.1%减持
VSTVistra Corp.均 54
ASMLASML Holding NV均 73
CRSCarpenter Technology均 62
LPLALPL Financial Holdings Inc.均 57
APPApplovin Corp.均 56
TLNTalen Energy Corp均 56
TERTeradyne Inc.均 63
CVNACarvana Co.均 40
NUNu Holdings Ltd均 59
MDLNMedline Inc Cl A均 51
GLWCorning Inc.均 73
CLHClean Harbors Inc.均 65
MTZMasTec Inc.均 56
TSMTaiwan Semiconductor S.A.均 78
BNBrookfield Corp.均 64
THCTenet Healthcare Corp.均 46
COFCapital One Financial均 55
ENTGEntegris Inc.均 67
USFDUS Foods Holding Corp.均 51
PFGCPerformance Food Group均 52
MCKMcKesson Corp.均 63
CIENCiena Corp.均 57
WULFTerawulf Inc均 42
HUTHut 8 Corp均 42
AGXArgan Inc.均 52
GOOGLAlphabet Inc.均 71
TDGTransDigm Group Inc.均 67
VMCVulcan Materials均 65
SPOTSpotify Technology S.A.均 54
MAMastercard Inc.均 66
APHAmphenol Corp.均 73
HLTHilton Worldwide Holdings均 60
VVisa Inc.均 63
KKRKKR & Co. L.P.均 64
BKNGBooking Holdings Inc.均 64
BSXBoston Scientific均 73
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。