Stephen Mandel's Lone Pine Capital reopened a position in BITDEER TECHNOLOGIES GROUP-A (BTDR) in 2026 Q2, after about 1 year out, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $111.4M, or 0.68% of the reported portfolio. BTDR enters the book as the 24th largest of 34 stock positions.
What did the 2026 Q2 filing report for BTDR?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 7.02M |
| Reported value | $111.4M |
| Portfolio weight | 0.68% |
| Rank in portfolio | 24th of 34 |
| Sold out in | 2025 Q1 |
| Out for | about 1 year |
How big is the returning BTDR position?
Stephen Mandel opened 13 stock positions in 2026 Q2; BTDR is the 9th largest of them by weight. An average stock position in the Stephen Mandel portfolio is 3% of the reported value, so the new name starts below the fund's typical size.
Where does BTDR sit in the Stephen Mandel portfolio?
BTDR ranks 24th of 34 stock positions in the Stephen Mandel portfolio at 0.68%, below the fund's average stock position of 3%. The largest stock position is NBIS at 7.19%. Next come ASML at 6.92% and STX at 5.9%. The three largest stocks together are 20.01% of the book. The BTDR purchase was the 30th largest of the quarter's 49 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Stephen Mandel reported 34 stock positions, with 13 opened and 15 closed. The total portfolio value is about $16.4B, up 30% from the prior quarter.
When did Stephen Mandel hold BTDR before?
Stephen Mandel held BTDR before. The fund first reported the name in the quarter ended September 30, 2024, sold out in 2025 Q1 and is back after about 1 year out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the Stephen Mandel BTDR trade history page.
FAQ
How many BTDR shares does Stephen Mandel hold?
Stephen Mandel holds 7.02M shares of BTDR as of June 30, 2026, worth about $111.4M.
What is BTDR's weight in the Stephen Mandel portfolio?
BTDR is 0.68% of the Stephen Mandel portfolio and ranks 24th of 34 stocks by weight.
Has Stephen Mandel owned BTDR before?
Yes. Stephen Mandel held BTDR before. The fund first reported the name in the quarter ended September 30, 2024, sold out in 2025 Q1 and is back after about 1 year out.