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Steve Mandel (Lone Pine Capital) disclosed new in ELI LILLY & CO
Steve Mandel (Lone Pine Capital) filed a 13F change in ELI LILLY & CO (532457108) on 2025-02-14, covering period end 2024-12-31.
Action
New
Capital
$604,367,920 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 2025-02-14 for period end 2024-12-31.
$13.5B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
532457108 ELI LILLY & CO | New | $604.4M | $604.4M | 4.49% |
14040H105 CAPITAL ONE FINL CORP | New | $577.0M | $577.0M | 4.28% |
G3643J108 FLUTTER ENTMT PLC | New | $494.3M | $494.3M | 3.67% |
91324P102 UNITEDHEALTH GROUP INC | Sold out | -$480.5M | $0 | 3.57% |
09857L108 BOOKING HOLDINGS INC | Sold out | -$321.9M | $0 | 2.39% |
526057104 LENNAR CORP | Reduced | -$314.6M | $234.3M | 2.34% |
36828A101 GE VERNOVA INC | Sold out | -$294.8M | $0 | 2.19% |
718172109 PHILIP MORRIS INTL INC | Increased | $234.5M | $778.5M | 1.74% |
21037T109 CONSTELLATION ENERGY CORP | Reduced | -$233.8M | $388.7M | 1.74% |
855244109 STARBUCKS CORP | Increased | $195.9M | $590.8M | 1.46% |
852234103 BLOCK INC | Reduced | -$194.9M | $320.1M | 1.45% |
23135106 AMAZON COM INC | Reduced | -$190.2M | $831.3M | 1.41% |
L8681T102 SPOTIFY TECHNOLOGY S A | Reduced | -$163.4M | $408.7M | 1.21% |
461202103 INTUIT | Increased | $154.9M | $727.0M | 1.15% |
N07059210 ASML HOLDING N V | Reduced | -$153.2M | $306.2M | 1.14% |
50212V100 LPL FINL HLDGS INC | Increased | $120.6M | $627.8M | 0.90% |
79466L302 SALESFORCE INC | Reduced | -$116.6M | $523.3M | 0.87% |
30303M102 META PLATFORMS INC | Increased | $110.0M | $1.2B | 0.82% |
92840M102 VISTRA CORP | Reduced | -$68.8M | $738.0M | 0.51% |
87422Q109 TALEN ENERGY CORP | Increased | $66.9M | $219.5M | 0.50% |
03831W108 APPLOVIN CORP | Increased | $42.0M | $351.4M | 0.31% |
69370C100 PTC INC | Reduced | -$32.6M | $427.7M | 0.24% |
443201108 HOWMET AEROSPACE INC | Increased | $27.9M | $334.9M | 0.21% |
03990B101 ARES MANAGEMENT CORPORATION | Reduced | -$22.9M | $296.9M | 0.17% |
594918104 MICROSOFT CORP | Reduced | -$21.3M | $691.1M | 0.16% |
G11448100 BITDEER TECHNOLOGIES GROUP | Increased | $11.2M | $21.4M | 0.08% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $11.0M | $742.7M | 0.08% |
17253J106 CIPHER MINING INC | New | $10.9M | $10.9M | 0.08% |
48251W104 KKR & CO INC | Increased | $8.2M | $598.8M | 0.06% |
98138H101 WORKDAY INC | Increased | $6.1M | $398.3M | 0.05% |
88080T104 TERAWULF INC | Reduced | -$6.0M | $8.4M | 0.04% |
Q4982L109 IREN LIMITED | Increased | $982,338 | $7.0M | 0.01% |
44812J104 HUT 8 CORP | Reduced | -$917,269 | $14.2M | 0.01% |