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  Advanced Micro Devices, Inc. (AMD)
← All AMD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 2.57 $99.58–132.83 · VW $112.71i SEC
2023   Q1 2,833,633 2.57 Reduce 27.53% 0.67 $76.65–130.79 · VW $108.55i $277,724,370 SEC
2022   Q4 3,910,268 2.42 Buy 2.42 $60.05–88.94 · VW $75.86i $253,268,058 SEC
Price snapshot:
Current price$534.39
52-week low$141.90
52-week high$584.73