Stephen Mandel - Lone Pine Capital 13F Activity & Position Changes (Q3 2017)
According to the SEC 13F filed on Aug 14, 2026, the Lone Pine Capital portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2017, the filing reported:
New Buys - Anheuser-Busch Inbev SA Sponsor, Electronic Arts Inc., MercadoLibre, Inc., PayPal Holdings, Inc., Wynn Resorts, Limited
Increases - Advance Auto Parts Inc., Comcast Corporation, Salesforce, Inc., Expedia Group, Inc., Intercontinental Exchange Inc., and 6 more
Reductions - Alibaba Group Holding Limited, Charter Communications, Inc., Mastercard Incorporated, Meta Platforms, Inc., T-Mobile US, Inc.
Complete Exits - Albemarle Corporation, Arista Networks, Inc., Altice USA, Inc., CSX Corporation, Liberty Media Corp Formula One Group, and 4 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2017
|
AAP
Advance Auto Parts Inc.
|
Buy |
+310,065
|
|
Q3 2017
|
ALB
Albemarle Corporation
|
Sell - Position Exit |
-1,158,452
|
|
Q3 2017
|
ANET
Arista Networks, Inc.
|
Sell - Position Exit |
-1,845,638
|
|
Q3 2017
|
ATUS
Altice USA, Inc.
|
Sell - Position Exit |
-8,395,511
|
|
Q3 2017
|
BABA
Alibaba Group Holding Limited
|
Sell |
-2,851,789
|
|
Q3 2017
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Buy - Position Entry |
+715,551
|
|
Q3 2017
|
CHTR
Charter Communications, Inc.
|
Sell |
-693,180
|
|
Q3 2017
|
CMCSA
Comcast Corporation
|
Buy |
+12,157,196
|
|
Q3 2017
|
CRM
Salesforce, Inc.
|
Buy |
+3,622,378
|
|
Q3 2017
|
CSX
CSX Corporation
|
Sell - Position Exit |
-10,314,868
|
|
Q3 2017
|
EA
Electronic Arts Inc.
|
Buy - Position Entry |
+4,234,102
|
|
Q3 2017
|
EXPE
Expedia Group, Inc.
|
Buy |
+132,404
|
|
Q3 2017
|
FWONK
Liberty Media Corp Formula One Group
|
Sell - Position Exit |
-2,919,817
|
|
Q3 2017
|
ICE
Intercontinental Exchange Inc.
|
Buy |
+2,392,760
|
|
Q3 2017
|
LNG
Cheniere Energy, Inc.
|
Sell - Position Exit |
-5,186,332
|
|
Q3 2017
|
MA
Mastercard Incorporated
|
Sell |
-154,000
|
|
Q3 2017
|
MELI
MercadoLibre, Inc.
|
Buy - Position Entry |
+1,630,524
|
|
Q3 2017
|
META
Meta Platforms, Inc.
|
Sell |
-1,135,793
|
|
Q3 2017
|
MSFT
Microsoft Corporation
|
Buy |
+1,642,105
|
|
Q3 2017
|
NOW
ServiceNow, Inc.
|
Buy |
+2,050,681
|
|
Q3 2017
|
ORLY
O'Reilly Automotive, Inc.
|
Sell - Position Exit |
-2,841,170
|
|
Q3 2017
|
PYPL
PayPal Holdings, Inc.
|
Buy - Position Entry |
+6,713,230
|
|
Q3 2017
|
SNAP
Snap Inc.
|
Sell - Position Exit |
-7,599,408
|
|
Q3 2017
|
STZ
Constellation Brands, Inc.
|
Buy |
+499,306
|
|
Q3 2017
|
TMUS
T-Mobile US, Inc.
|
Sell |
-2,561,944
|
|
Q3 2017
|
TRU
TransUnion
|
Buy |
+3,440,695
|
|
Q3 2017
|
TV
Grupo Televisa S.A.B.
|
Buy |
+308,100
|
|
Q3 2017
|
ULTA
Ulta Beauty, Inc.
|
Sell - Position Exit |
-1,438,673
|
|
Q3 2017
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+2,697,373
|
|
Q3 2017
|
WYNN
Wynn Resorts, Limited
|
Buy - Position Entry |
+2,680,127
|