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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  Affirm Holdings, Inc. (AFRM)
← All AFRM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 2.09 $42.10–84.65 · VW $56.41i SEC
2025   Q4 3,817,170 2.09 Buy 2.09 $60.29–79.38 · VW $71.34i $284,111,963 SEC
Price snapshot:
Current price$81.93
52-week low$42.10
52-week high$100.00
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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