Billionaire investor Stephen Mandel's Lone Pine Capital disclosed its top five U.S.-listed stock picks in its latest 13F filing, dated March 31 and filed May 15. The picks include Carpenter Technology (CRS), which surged 99% in the past year and raised its full-year operating income guidance to $705 million; AppLovin (APP), which posted a 78% operating margin and returned $1 billion via buybacks in a single quarter; LPL Financial (LPLA), trading at 13x forward earnings and managing $2.34 trillion in client assets; Vistra (VST), a bet on AI buildouts and the US grid; and ASML, which holds a monopoly on EUV lithography and saw its stock rise 138.06% over the past year.