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Billionaire Stephen Mandel's Lone Pine Capital significantly increased its stake in AI cloud computing provider Nebius (NBIS) in Q2 2026, making it the fund's largest holding.
According to the latest 13F filings, Stephen Mandel's Lone Pine Capital added AI cloud provider Nebius (NBIS) to its portfolio in the second quarter, making it the fund's largest holding. Nebius's stock price has surged nearly 200% in 2026, and its Q2 revenue grew by 454% year-over-year.
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