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CHWY - Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q2 2019 Update
Chewy Inc. Class A
This article is part of a series that provides an ongoing analysis of the changes made to Stephen Mandel’s 13F portfolio on a quarterly basis. It is based on Mandel’s regulatory 13F Form filed on 08/14/2019. Please visit our "Tracking Stephen Mandel’s Lone Pine Capital Portfolio" article for an idea on his investment philosophy and our previous update for the fund’s moves during Q1 2019.
This quarter, Mandel’s 13F portfolio value decreased ~6%, from $17.11B to $16.08B. The number of holdings increased from 29 to 31. The top three positions are at ~19%,