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  Autodesk, Inc. (ADSK)
← All ADSK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 3.91 $179.61–232.15 · VW $203.48i SEC
2022   Q3 2,221,479 3.91 Buy 3.91 $181.67–233.69 · VW $205.77i $414,972,000 SEC
2021   Q1 0 0.00 Sell 100.00% 2.46 $252.60–303.69 · VW $280.72i SEC
2020   Q4 2,212,480 2.46 Reduce 24.43% 0.71 $272.70–321.13 · VW $289.94i $675,559,000 SEC
2020   Q3 2,927,671 2.91 Add 39.95% 0.83 $215.83–282.49 · VW $259.52i $676,321,000 SEC
2020   Q2 2,091,892 2.57 Reduce 48.01% 1.89 $209.06–254.35 · VW $236.37i $500,360,000 SEC
2020   Q1 4,023,409 3.94 Add 22.36% 0.72 $125.38–210.71 · VW $182.16i $628,054,000 SEC
2019   Q4 3,288,196 3.32 Reduce 27.06% 1.09 $170.92–211.58 · VW $191.13i $603,252,000 SEC
2019   Q3 4,507,799 4.02 Add 12.98% 0.46 $138.62–181.36 · VW $166.96i $665,802,000 SEC
2019   Q2 3,989,892 4.21 Add 15.98% 0.58 $129.70–175.28 · VW $149.27i $649,953,000 SEC
2019   Q1 3,440,100 3.26 Reduce 10.33% 0.36 $149.50–178.95 · VW $163.12i $536,036,000 SEC
2018   Q4 3,836,207 3.49 Buy 3.49 $117.72–166.29 · VW $149.01i $493,375,000 SEC
2016   Q1 0 0.00 Sell 100.00% 1.62 $52.12–62.42 · VW $57.60i SEC
2015   Q4 5,732,050 1.62 Buy 1.62 $41.60–65.78 · VW $53.04i $349,254,000 SEC
2015   Q3 0 0.00 Sell 100.00% 1.52 $42.06–63.92 · VW $56.48i SEC
2015   Q2 6,158,948 1.52 Reduce 24.00% 0.56 $46.26–55.41 · VW $49.47i $308,409,000 SEC
2015   Q1 8,103,986 2.32 Reduce 43.97% 1.99 $54.14–64.72 · VW $57.67i $475,218,000 SEC
2014   Q4 14,463,336 4.53 Add 228.60% 3.15 $53.02–65.00 · VW $60.75i $868,667,960 SEC
2014   Q3 4,401,445 1.19 Buy 1.19 $48.38–63.00 · VW $57.79i $242,520,000 SEC
2011   Q3 0 0.00 Sell 100.00% 0.30 $24.63–36.85 · VW $31.85i SEC
2011   Q2 900,000 0.30 Reduce 54.68% 0.43 $22.99–42.96 · VW $31.38i $34,740,000 SEC
2011   Q1 1,986,061 0.78 Reduce 54.01% 0.83 $38.14–46.15 · VW $42.42i $87,605,000 SEC
2010   Q4 4,318,374 1.54 Reduce 50.24% 1.85 $35.72–44.44 · VW $40.74i $164,962,000 SEC
2010   Q3 8,678,543 3.68 $31.97 $277,453,000 SEC
2010   Q2 8,678,543 3.04 Add 69.41% 1.24 $23.64–31.12 · VW $27.50i $211,409,000 SEC
2010   Q1 5,122,913 1.49 Add 119.83% 0.81 $27.31–35.18 · VW $30.58i $150,511,000 SEC
2009   Q4 2,330,411 0.75 Buy 0.75 $22.50–28.49 · VW $26.29i $59,216,000 SEC
Price snapshot:
Current price$212.22
52-week low$185.50
52-week high$329.09