LONE PINE CAPITAL LLC — MEDLINE INC MDLN: Quarterly 13F Position History
LONE PINE CAPITAL LLC has reported MEDLINE INC (MDLN) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 11,789,156 shares ($524.6M market value, 4.18% of the equity book). Quarter-over-quarter share count change: + 72,459 (+0.6%) .
- 11,789,156Shares Held (Latest Filing)
- $524.6MReported Market Value (Latest Filing)
- 4.18%Portfolio Weight (% of 13F Equity Book)
- +72,459Quarter-over-Quarter Share Change
- +$32.5MQuarter-over-Quarter Value Change
- 11,789,156Peak Reported Shares (Historical)
Recent initiation: LONE PINE CAPITAL LLC first reported MDLN on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 11,789,156 | +72,459 | +0.6% | $524.6M | 4.18% | $44.50 |
| Q4 2025 | 11,716,697 | — | — | $492.1M | 3.62% | $42.00 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did LONE PINE CAPITAL LLC first disclose a MDLN position in 13F-HR filings?
LONE PINE CAPITAL LLC first reported MEDLINE INC (MDLN) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was LONE PINE CAPITAL LLC's most recent quarter-over-quarter share-count change in MDLN?
Between Q4 2025 and Q1 2026, LONE PINE CAPITAL LLC added 72,459 shares of MDLN (+0.6%), bringing the total reported position to 11,789,156 shares at a market value of $524.6M.
Does the implied price-per-share represent LONE PINE CAPITAL LLC's cost basis in MDLN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.