TTM Technologies Inc (TTMI) is a new holding of Stephen Mandel's Lone Pine Capital as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026: 2.74M shares worth about $512.1M, 3.13% of the portfolio. The position did not appear in the prior quarter. TTMI enters the book as the 18th largest of 34 stock positions.
What did the 2026 Q2 filing report for TTMI?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 2.74M |
| Reported value | $512.1M |
| Portfolio weight | 3.13% |
| Rank in portfolio | 18th of 34 |
How big is the new TTMI position?
Stephen Mandel opened 13 stock positions in 2026 Q2; TTMI is the 6th 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 at about the fund's typical size.
Where does TTMI sit in the Stephen Mandel portfolio?
TTMI ranks 18th of 34 stock positions in the Stephen Mandel portfolio at 3.13%, about the fund's average stock position of 3%. The TTMI purchase was the 15th largest of the quarter's 49 position changes by percent change to portfolio. 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. 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.
Has Stephen Mandel held TTMI before?
Stephen Mandel has not reported TTMI before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many TTMI shares does Stephen Mandel hold?
Stephen Mandel holds 2.74M shares of TTMI as of June 30, 2026, worth about $512.1M.
What is TTMI's weight in the Stephen Mandel portfolio?
TTMI is 3.13% of the Stephen Mandel portfolio and ranks 18th of 34 stocks by weight.
Has Stephen Mandel owned TTMI before?
No. Stephen Mandel has not reported TTMI before in the filings we track, which start with the quarter ended June 30, 2013.