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  Apple Inc. (AAPL)
← All AAPL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 4.15 $23.00–33.24 · VW $28.14i SEC
2015   Q1 27,354,088 4.15 Add 213.10% 2.82 $30.41–33.63 · VW $32.20i $850,917,000 SEC
2014   Q4 8,736,488 1.26 Buy 1.26 $26.16–33.40 · VW $30.56i $241,083,386 SEC
2012   Q4 0 0.00 Sell 100.00% 3.43 $15.54–21.24 · VW $17.51i SEC
2012   Q3 22,547,532 3.43 Reduce 43.42% 2.25 $18.06–25.18 · VW $21.38i $537,199,000 SEC
2012   Q2 39,849,852 5.18 Add 13.05% 0.60 $19.59–24.32 · VW $22.55i $831,154,000 SEC
2012   Q1 35,250,432 5.13 Reduce 41.46% 2.90 $18.44–23.00 · VW $20.69i $754,800,000 SEC
2011   Q4 60,214,756 7.01 Add 4.42% 0.30 $13.49–19.56 · VW $17.47i $870,963,000 SEC
2011   Q3 57,663,956 7.02 Add 4.16% 0.28 $12.65–15.24 · VW $13.85i $785,301,000 SEC
2011   Q2 55,363,364 5.75 Add 27.13% 1.23 $11.09–14.45 · VW $13.09i $663,708,000 SEC
2011   Q1 43,547,364 4.84 Reduce 9.29% 0.48 $11.43–12.92 · VW $12.26i $542,022,000 SEC
2010   Q4 48,009,528 5.16 Reduce 36.66% 3.73 $11.25–13.03 · VW $12.30i $553,070,000 SEC
2010   Q3 75,798,968 10.18 Add 20.26% 1.71 $8.80–11.48 · VW $10.46i $768,141,000 SEC
2010   Q2 63,030,828 8.13 Reduce 4.19% 0.23 $8.41–9.96 · VW $9.02i $566,219,000 SEC
2010   Q1 65,788,716 5.48 Reduce 11.37% 0.80 $7.12–9.73 · VW $8.67i $552,155,000 SEC
2009   Q4 74,226,348 7.07 Buy 7.07 $6.74–7.70 · VW $7.25i $558,638,000 SEC
2008   Q2 0 0.00 Sell 100.00% 7.27 $5.23–6.78 · VW $6.02i SEC
2008   Q1 81,777,444 7.27 Add 381.46% 5.76 $4.21–6.87 · VW $5.94i $419,109,000 SEC
2007   Q4 16,985,304 2.26 Reduce 51.70% 1.19 $4.12–7.25 · VW $5.28i $120,159,000 SEC
2007   Q3 35,164,696 2.30 Reduce 19.25% 0.40 $4.64–6.88 · VW $6.01i $192,740,000 SEC
2007   Q2 43,545,096 2.09 Reduce 47.82% 1.71 $3.99–5.32 · VW $4.75i $189,794,000 SEC
2007   Q1 83,445,096 3.57 Buy 3.57 $2.99–4.36 · VW $3.89i $276,889,000 SEC
2006   Q4 0 0.00 Sell 100.00% 4.44 $2.74–3.49 · VW $3.09i SEC
2006   Q3 104,252,008 4.44 Add 93.79% 2.15 $2.42–3.33 · VW $3.01i $286,619,000 SEC
2006   Q2 53,796,596 2.08 Reduce 63.45% 3.69 $1.79–2.50 · VW $2.24i $110,033,000 SEC
2006   Q1 147,184,380 5.82 Add 76.55% 2.52 $2.06–2.64 · VW $2.28i $329,693,000 SEC
2005   Q4 83,367,928 3.24 Reduce 47.02% 2.75 $2.25–3.09 · VW $2.59i $214,047,000 SEC
2005   Q3 157,350,984 5.86 Reduce 10.00% 0.41 $1.65–2.54 · VW $2.20i $301,271,000 SEC
2005   Q2 174,839,364 4.15 Add 12.56% 0.46 $1.27–1.73 · VW $1.56i $229,851,000 SEC
2005   Q1 155,327,620 4.47 Add 75.90% 1.93 $1.18–1.61 · VW $1.40i $231,161,000 SEC
2004   Q4 88,306,400 1.81 $1.15 $101,552,000 SEC
Price snapshot:
Current price$317.31
52-week low$200.70
52-week high$323.45