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home / news releases / CRM - Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q3 2020 Update

CRM - Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q3 2020 Update

Salesforce.com Inc
  • Stephen Mandel’s 13F portfolio value increased ~17% from $19.79B to $23.20B. The number of positions increased from 29 to 32.
  • Lone Pine Capital added DocuSign and Square while reducing Booking Holdings and dropping Salesforce.com. They also increased Coupa Software.
  • The top three positions are Shopify, Facebook, and Microsoft. They add up to ~20% of the portfolio.

For further details see:

Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q3 2020 Update
Stock Information
Company Name: Salesforce.com Inc
Stock Symbol: CRM
Market: NYSE
Website: salesforce.com
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