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home / news releases / UNH - Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q4 2020 Update


UNH - Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q4 2020 Update

  • Stephen Mandel’s 13F portfolio value increased ~19% from $23.20B to $27.51B. The number of positions increased from 32 to 41.
  • Lone Pine Capital increased MercadoLibre and DexCom while dropping PayPal and Capital One Financial.
  • The top three positions are Shopify, Coupa Software, and Microsoft. They add up to ~18% of the portfolio.

For further details see:

Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q4 2020 Update
Stock Information

Company Name: UnitedHealth Group Incorporated
Stock Symbol: UNH
Market: NYSE
Website: unitedhealthgroup.com

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