LONE PINE CAPITAL LLC: MEDLINE INC (MDLN): Quarterly 13F Position History
As of Q2 2026, LONE PINE CAPITAL LLC reported 20,968,367 shares of MEDLINE INC (MDLN), worth $827.0M and representing 5.1% of its 13F equity book. Quarter-over-quarter share count change: + 9,179,211 (+77.9%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 20,968,367Shares Held (Latest Filing)
- $827.0MReported Market Value (Latest Filing)
- 5.1%Portfolio Weight (% of 13F Equity Book)
- +9,179,211Quarter-over-Quarter Share Change
- +$302.4MQuarter-over-Quarter Value Change
- 20,968,367Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 20,968,367 | +9,179,211 | +77.9% | $827.0M | 5.1% | $39.4 |
| Q1 2026 | 11,789,156 | +72,459 | +0.6% | $524.6M | 4.2% | $44.5 |
| Q4 2025 | 11,716,697 | – | – | $492.1M | 3.6% | $42.0 |
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 rather than 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 3 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 Q1 2026 and Q2 2026, LONE PINE CAPITAL LLC added 9,179,211 shares of MDLN (+77.9%), bringing the total reported position to 20,968,367 shares at a market value of $827.0M.
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.