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  Adobe Inc. (ADBE)
← All ADBE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 2.54 $394.64–540.46 · VW $443.68i SEC
2021   Q4 1,093,713 2.54 Reduce 44.06% 1.67 $480.62–699.54 · VW $571.49i $620,201,000 SEC
2021   Q3 1,955,187 3.79 Reduce 19.11% 0.87 $552.14–673.88 · VW $625.46i $1,125,640,000 SEC
2021   Q2 2,416,952 4.56 Reduce 7.83% 0.35 $468.50–631.64 · VW $573.92i $1,415,464,000 SEC
2021   Q1 2,622,406 4.53 Add 29.77% 1.04 $420.78–525.44 · VW $484.85i $1,246,613,000 SEC
2020   Q4 2,020,738 3.67 Add 19.60% 0.60 $438.94–506.92 · VW $468.21i $1,010,611,000 SEC
2020   Q3 1,689,613 3.56 Reduce 7.10% 0.29 $431.59–536.88 · VW $471.86i $828,637,000 SEC
2020   Q2 1,818,713 4.07 Reduce 31.46% 1.67 $340.00–470.61 · VW $418.31i $791,704,000 SEC
2020   Q1 2,653,450 5.30 Reduce 6.81% 0.35 $255.13–386.75 · VW $331.84i $844,434,000 SEC
2019   Q4 2,847,297 5.16 Reduce 19.88% 1.18 $276.05–356.82 · VW $328.00i $939,067,000 SEC
2019   Q3 3,553,638 5.92 Reduce 5.08% 0.36 $259.57–304.99 · VW $280.83i $981,692,000 SEC
2019   Q2 3,743,938 7.14 Reduce 17.32% 1.27 $257.46–313.11 · VW $289.81i $1,103,151,000 SEC
2019   Q1 4,528,199 7.34 Reduce 11.69% 0.96 $246.10–291.71 · VW $275.69i $1,206,720,000 SEC
2018   Q4 5,127,799 8.20 Reduce 5.47% 0.43 $204.95–260.72 · VW $237.83i $1,160,113,000 SEC
2018   Q3 5,424,771 7.87 Add 21.73% 1.40 $231.70–277.61 · VW $251.69i $1,464,417,000 SEC
2018   Q2 4,456,362 5.91 Reduce 21.12% 1.31 $218.74–263.83 · VW $242.42i $1,086,506,000 SEC
2018   Q1 5,649,328 6.18 Reduce 2.44% 0.13 $179.34–233.17 · VW $211.37i $1,220,707,000 SEC
2017   Q4 5,790,528 5.30 Add 47.27% 1.70 $165.68–204.45 · VW $189.96i $1,014,732,000 SEC
2017   Q3 3,931,896 3.06 $149.18 $586,560,000 SEC
2017   Q2 3,931,896 2.96 Reduce 18.33% 0.62 $130.82–150.40 · VW $142.57i $556,127,000 SEC
2017   Q1 4,814,596 3.38 Reduce 4.24% 0.11 $112.27–134.25 · VW $126.75i $626,523,000 SEC
2016   Q4 5,027,599 2.71 Add 8.87% 0.22 $98.00–114.57 · VW $108.65i $517,591,000 SEC
2016   Q3 4,617,977 2.29 Reduce 7.61% 0.17 $95.42–111.09 · VW $104.67i $501,235,000 SEC
2016   Q2 4,998,438 2.21 Reduce 1.47% 0.04 $90.35–100.56 · VW $96.26i $478,800,000 SEC
2016   Q1 5,073,108 2.45 Add 26.44% 0.51 $71.27–98.00 · VW $87.83i $475,858,000 SEC
2015   Q4 4,012,185 1.75 Reduce 35.38% 0.88 $82.70–96.42 · VW $89.42i $376,905,000 SEC
2015   Q3 6,209,219 2.50 Reduce 32.98% 1.22 $71.33–89.70 · VW $83.23i $510,522,000 SEC
2015   Q2 9,264,439 3.69 Reduce 23.09% 1.00 $73.96–84.36 · VW $80.10i $750,512,000 SEC
2015   Q1 12,045,393 4.34 Reduce 1.10% 0.05 $69.04–80.30 · VW $75.13i $890,636,000 SEC
2014   Q4 12,179,247 4.62 Add 6.21% 0.27 $68.98–77.56 · VW $72.22i $885,431,257 SEC
2014   Q3 11,467,010 3.89 Reduce 3.55% 0.16 $58.51–73.58 · VW $67.40i $793,402,000 SEC
2014   Q2 11,889,484 4.42 Add 80.13% 1.97 $57.15–74.69 · VW $67.03i $860,323,000 SEC
2014   Q1 6,600,334 2.36 Buy 2.36 $57.32–71.11 · VW $63.37i $433,906,000 SEC
Price snapshot:
Current price$230.61
52-week low$190.12
52-week high$376.16