Tiger Cub GrowthAs of 2026-03-31
Stephen Mandel
Lone Pine Capital LLC
Founder of Lone Pine Capital. A Tiger Cub alumnus employing a long-short growth strategy, managing $13B and ranking among the top-tier hedge funds.
$12.54BAUM
36Holdings
2026-03-31 Summary
6개 종목 신규 매수 (TER, GLW, MTZ 등) · 6개 종목 추가 매수 (V, SPOT, APP 등) · 11개 비중 축소 · Top holding: VST 7.4%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준New Buy6
TERTERADYNE INC$555.23M4.4%
GLWCORNING INC$505.56M4.0%
MTZMASTEC INC$492.60M3.9%
USFDUS FOODS HLDG CORP$350.03M2.8%
PFGCPERFORMANCE FOOD GROUP CO$340.77M2.7%
MCKMCKESSON CORP$339.41M2.7%
Holdings
36 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  VSTVISTRA CORP | 7.42% | 6,187,585 | $930.18M | +18.72% | Added |
| 2 |  ASMLASML HLDG NV | 6.90% | 655,148 | $865.34M | +8.29% | Added |
| 3 |  CRSCARPENTER TECHNOLOGY CORP | 5.71% | 1,817,940 | $716.54M | +38.46% | Added |
| 4 |  LPLALPL FINL HLDGS INC | 4.92% | 2,049,967 | $616.69M | -1.20% | Partial Sell |
| 5 |  APPAPPLOVIN CORP | 4.65% | 1,464,923 | $583.04M | +87.68% | Added |
| 6 |  TLNTALEN ENERGY CORP | 4.63% | 1,817,947 | $580.34M | +40.65% | Added |
| 7 | TERTERADYNE INC | 4.43% | 1,872,876 | $555.23M | - | New Position |
| 8 |  CVNACARVANA CO | 4.40% | 1,754,709 | $551.65M | -1.38% | Partial Sell |
| 9 |  NUNU HLDGS LTD | 4.35% | 38,011,225 | $546.22M | +28.29% | Added |
| 10 |  MDLNMEDLINE INC | 4.18% | 11,789,156 | $524.62M | +0.62% | Added |
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