The first Workday trade was made in Q1 2013. Since then Steve Mandel bought shares seven more times and sold shares on fourteen occasions. The investor completely sold their stake between Q4 2024 and Q1 2025.
Lone Pine Capital’s 13F portfolio value decreased from $24.41B to $16.80B. The top 3 positions are Microsoft, Amazon, and Workday, around ~25% of the portfolio.
Lone Pine Capital LLC increased its holdings in Workday, Inc. (NASDAQ:WDAY) by 59.2% in the second quarter, Holdings Channel reports. The fund owned 3,427,36...