Price Gap
Lone Pine Capital
Stephen Mandel
20 holdings with price data
Est. portfolio value: $12.5BReport date: 2026-03-31Days since filing: 82d
View full 13F →| Ticker | At filing | Now | Change | vs filing |
|---|---|---|---|---|
| MTZ MASTEC INC | $305.80 | $261.22 | -14.58% | Below filing price |
| MDLN MEDLINE INC-CL A | $42.62 | $40.47 | -5.04% | Below filing price |
| VST VISTRA CORP | $147.54 | $155.94 | +5.69% | Above filing price |
| APP APPLOVIN CORP-CLASS A | $372.08 | $406.16 | +9.16% | Above filing price |
| USFD US FOODS HOLDING CORP | $90.96 | $99.67 | +9.58% | Above filing price |
| TLN TALEN ENERGY CORP | $313.03 | $344.49 | +10.05% | Above filing price |
| CLH CLEAN HARBORS INC | $279.76 | $310.98 | +11.16% | Above filing price |
| BN BROOKFIELD CORP | $38.72 | $43.53 | +12.42% | Above filing price |
| CVNA CARVANA CO | $58.16 | $66.13 | +13.70% | Above filing price |
| GLW CORNING INC | $128.55 | $146.64 | +14.07% | Above filing price |
| ENTG ENTEGRIS INC | $108.64 | $125.20 | +15.24% | Above filing price |
| LPLA LPL FINANCIAL HOLDINGS INC | $300.18 | $360.35 | +20.04% | Above filing price |
| COF CAPITAL ONE FINANCIAL CORP | $178.13 | $217.68 | +22.20% | Above filing price |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $316.50 | $406.11 | +28.31% | Above filing price |
| ASML ASML Holding NV | $1253.96 | $1642.52 | +30.99% | Above filing price |
| COHR Coherent Corp | $219.65 | $288.14 | +31.18% | Above filing price |
| TER TERADYNE INC | $276.35 | $365.80 | +32.37% | Above filing price |
| THC TENET HEALTHCARE CORP | $188.00 | $249.99 | +32.97% | Above filing price |
| PFGC PERFORMANCE FOOD GROUP CO | $84.27 | $114.36 | +35.71% | Above filing price |
| CRS CARPENTER TECHNOLOGY | $370.71 | $543.49 | +46.61% | Above filing price |
Approx. 82 days since 13F filing (45-day disclosure lag).