Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  Advance Auto Parts, Inc. (AAP)
← All AAP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 1.22 $78.81–107.79 · VW $93.45i SEC
2017   Q3 2,358,917 1.22 Add 15.13% 0.16 $82.21–118.73 · VW $101.38i $234,005,000 SEC
2017   Q2 2,048,852 1.27 Buy 1.27 $115.62–151.72 · VW $133.65i $238,876,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.95 $151.30–192.50 · VW $174.18i SEC
2015   Q2 1,217,455 0.95 Buy 0.95 $142.63–165.16 · VW $152.17i $193,928,000 SEC
2006   Q4 0 0.00 Sell 100.00% 4.01 $32.90–38.58 · VW $35.80i SEC
2006   Q3 7,874,612 4.01 Reduce 21.58% 1.19 $27.65–34.26 · VW $30.80i $259,390,000 SEC
2006   Q2 10,041,281 5.50 Add 27.88% 1.20 $28.40–42.30 · VW $36.53i $290,193,000 SEC
2006   Q1 7,852,381 5.78 Add 13.04% 0.67 $40.25–45.50 · VW $42.58i $326,973,000 SEC
2005   Q4 6,946,447 4.56 Add 8.85% 0.37 $35.40–44.88 · VW $40.33i $301,893,000 SEC
2005   Q3 6,381,747 4.80 Add 82.15% 2.17 $37.45–47.73 · VW $42.20i $246,846,000 SEC
2005   Q2 3,503,657 2.72 Buy 2.72 $32.46–44.03 · VW $38.44i $150,774,000 SEC
Price snapshot:
Current price$55.31
52-week low$37.33
52-week high$68.62