SM
Steve Mandel (Lone Pine Capital) disclosed reduced in TAIWAN SEMICONDUCTOR MFG LTD
Steve Mandel (Lone Pine Capital) filed a 13F change in TAIWAN SEMICONDUCTOR MFG LTD (874039100) on 2024-11-14, covering period end 2024-09-30.
Action
Reduced
Capital
$731,647,570 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
33 changes from Steve Mandel (Lone Pine Capital), filed 2024-11-14 for period end 2024-09-30.
$13.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
79466L302 SALESFORCE INC | New | $639.9M | $639.9M | 4.77% |
526057104 LENNAR CORP | New | $548.9M | $548.9M | 4.09% |
57636Q104 MASTERCARD INCORPORATED | Sold out | -$460.4M | $0 | 3.43% |
70830104 BATH & BODY WORKS INC | Sold out | -$441.9M | $0 | 3.30% |
855244109 STARBUCKS CORP | New | $394.9M | $394.9M | 2.95% |
98138H101 WORKDAY INC | New | $392.1M | $392.1M | 2.93% |
30303M102 META PLATFORMS INC | Increased | $379.6M | $1.1B | 2.83% |
58155Q103 MCKESSON CORP | Sold out | -$327.6M | $0 | 2.44% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$311.6M | $731.6M | 2.32% |
21037T109 CONSTELLATION ENERGY CORP | Increased | $301.1M | $622.5M | 2.25% |
92840M102 VISTRA CORP | Increased | $218.9M | $806.8M | 1.63% |
594918104 MICROSOFT CORP | Reduced | -$190.4M | $712.5M | 1.42% |
03831W108 APPLOVIN CORP | Reduced | -$165.2M | $309.4M | 1.23% |
23135106 AMAZON COM INC | Increased | $161.9M | $1.0B | 1.21% |
87422Q109 TALEN ENERGY CORP | New | $152.6M | $152.6M | 1.14% |
N07059210 ASML HOLDING N V | Reduced | -$141.9M | $459.4M | 1.06% |
718172109 PHILIP MORRIS INTL INC | Reduced | -$132.0M | $544.0M | 0.98% |
03990B101 ARES MANAGEMENT CORPORATION | Increased | $109.9M | $319.8M | 0.82% |
09857L108 BOOKING HOLDINGS INC | Reduced | -$94.8M | $321.9M | 0.71% |
48251W104 KKR & CO INC | Reduced | -$81.4M | $590.6M | 0.61% |
05368X102 AVIDXCHANGE HOLDINGS INC | Sold out | -$61.2M | $0 | 0.46% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $42.7M | $572.2M | 0.32% |
36828A101 GE VERNOVA INC | Increased | $41.4M | $294.8M | 0.31% |
50212V100 LPL FINL HLDGS INC | Increased | $36.5M | $507.2M | 0.27% |
443201108 HOWMET AEROSPACE INC | Increased | $22.4M | $306.9M | 0.17% |
461202103 INTUIT | Reduced | -$20.9M | $572.2M | 0.16% |
852234103 BLOCK INC | Increased | $20.3M | $514.9M | 0.15% |
44812J104 HUT 8 CORP | New | $15.1M | $15.1M | 0.11% |
88080T104 TERAWULF INC | New | $14.4M | $14.4M | 0.11% |
G11448100 BITDEER TECHNOLOGIES GROUP | New | $10.2M | $10.2M | 0.08% |
Q4982L109 IRIS ENERGY LTD | New | $6.0M | $6.0M | 0.04% |
69370C100 PTC INC | Reduced | -$2.6M | $460.4M | 0.02% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$366,077 | $480.5M | 0.00% |