Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q1 2020 Update

Top Stakes
$BABA $UNH $AMZN $MSFT $NFLX

New Stakes
$V $VXX $ARNC $LB $HLT $CDAY $LYV $CDNS $PLAN

Disposals
$DPZ $IQV $CRM $UNP $MELI
$HLF $UBER

Decreases
$EFX $SHOP $ADBE $NOW $SQ

https://t.co/lRo423JuRq