Current Stephen Mandel Portfolio 2021 (September 30, 2021)
Below is the latest current Stephen Mandel portfolio in 2021 This is a breakdown of his Lone Pine Capital portfolio positions from his fund’s 13F filings as of the third quarter in 2021.
| No. | Name | Value | % of total portfolio | Shares | Price per share* |
| 1 | SHOPIFY INC | 1,938,948,000 | 6.53% | 1,430,135 | 1,355.8 |
| 2 | SNAP INC | 1,672,318,000 | 5.64% | 22,638,657 | 73.9 |
| 3 | DOORDASH INC | 1,536,643,000 | 5.18% | 7,460,157 | 206.0 |
| 4 | BATH & BODY WORKS INC | 1,531,646,000 | 5.16% | 24,300,268 | 63.0 |
| 5 | SERVICENOW INC | 1,365,224,000 | 4.60% | 2,193,941 | 622.3 |
| 6 | MICROSOFT CORP | 1,323,466,000 | 4.46% | 4,694,472 | 281.9 |
| 7 | TWITTER INC | 1,300,428,000 | 4.38% | 21,533,828 | 60.4 |
| 8 | SQUARE INC | 1,290,546,000 | 4.35% | 5,380,864 | 239.8 |
| 9 | MODERNA INC | 1,276,272,000 | 4.30% | 3,316,199 | 384.9 |
| 10 | WORKDAY INC | 1,242,920,000 | 4.19% | 4,973,868 | 249.9 |
| 11 | MATCH GROUP INC NEW | 1,220,419,000 | 4.11% | 7,773,867 | 157.0 |
| 12 | AMAZON COM INC | 1,186,267,000 | 4.00% | 361,112 | 3,285.0 |
| 13 | UNITEDHEALTH GROUP INC | 1,174,561,000 | 3.96% | 3,005,990 | 390.7 |
| 14 | ADOBE SYSTEMS INCORPORATED | 1,125,640,000 | 3.79% | 1,955,187 | 575.7 |
| 15 | FACEBOOK INC | 1,043,599,000 | 3.52% | 3,074,926 | 339.4 |
| 16 | COUPA SOFTWARE INC | 1,000,831,000 | 3.37% | 4,566,251 | 219.2 |
| 17 | RH CORP | 860,727,000 | 2.90% | 1,290,620 | 666.9 |
| 18 | FARFETCH LTD | 859,984,000 | 2.90% | 22,945,132 | 37.5 |
| 19 | DEXCOM INC | 788,149,000 | 2.66% | 1,441,227 | 546.9 |
| 20 | ICICI BANK LIMITED | 750,087,000 | 2.53% | 39,750,227 | 18.9 |
| 21 | DATADOG INC | 656,813,000 | 2.21% | 4,646,717 | 141.3 |
| 22 | CARVANA CO | 645,992,000 | 2.18% | 2,142,309 | 301.5 |
| 23 | BILIBILI INC | 569,908,000 | 1.92% | 8,612,782 | 66.2 |
| 24 | KE HLDGS INC | 551,485,000 | 1.86% | 30,201,786 | 18.3 |
| 25 | STONECO LTD | 524,033,000 | 1.77% | 15,093,113 | 34.7 |
| 26 | TRANSDIGM GROUP INC | 489,876,000 | 1.65% | 784,342 | 624.6 |
| 27 | VICTORIAS SECRET AND CO | 475,763,000 | 1.60% | 8,609,543 | 55.3 |
| 28 | PVH CORPORATION | 338,961,000 | 1.14% | 3,297,609 | 102.8 |
| 29 | CORP | 229,040,000 | 0.77% | 1,436,981 | 159.4 |
| 30 | FATE THERAPEUTICS INC | 130,352,000 | 0.44% | 2,199,284 | 59.3 |
| 31 | VTEX | 108,504,000 | 0.37% | 5,274,887 | 20.6 |
| 32 | FIGS INC | 92,326,000 | 0.31% | 2,485,894 | 37.1 |
| 33 | AMPLITUDE INC | 88,411,000 | 0.30% | 1,627,000 | 54.3 |
| 34 | NETEASE INC | 86,714,000 | 0.29% | 1,015,388 | 85.4 |
| 35 | CONFLUENT INC | 83,191,000 | 0.28% | 1,394,644 | 59.7 |
| 36 | MARQETA INC | 57,988,000 | 0.20% | 2,621,520 | 22.1 |
| 37 | ZYMEWORKS INC | 28,364,000 | 0.10% | 976,735 | 29.0 |
| 38 | FORMA THERAPEUTICS HLDGS INC | 18,552,000 | 0.06% | 800,000 | 23.2 |
| 39 | FRESHWORKS INC | 11,740,000 | 0.04% | 275,000 | 42.7 |
*Price per share is the stock price on the date of the portfolio.