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
← All AMX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2009   Q3 0 0.00 Sell 100.00% 8.95 $18.45–24.18 · VW $21.78i SEC
2009   Q2 23,569,324 8.95 Reduce 36.78% 3.44 $13.39–19.77 · VW $17.33i $456,302,000 SEC
2009   Q1 37,282,834 9.35 Reduce 22.35% 3.74 $11.68–17.48 · VW $13.96i $504,810,000 SEC
2008   Q4 48,014,550 16.74 Add 33.27% 4.18 $11.59–23.58 · VW $16.11i $743,985,000 SEC
2008   Q3 36,028,560 16.87 Add 26.39% 3.52 $21.09–27.45 · VW $24.83i $835,142,000 SEC
2008   Q2 28,506,504 12.90 Add 39.54% 3.66 $25.73–33.69 · VW $28.98i $751,859,000 SEC
2008   Q1 20,429,048 11.29 Reduce 21.42% 3.22 $24.51–32.53 · VW $29.63i $650,563,000 SEC
2007   Q4 25,996,782 15.02 Reduce 3.25% 0.33 $27.59–34.58 · VW $31.36i $797,971,000 SEC
2007   Q3 26,870,378 10.28 Add 10.02% 0.94 $24.77–33.42 · VW $29.85i $859,852,000 SEC
2007   Q2 24,423,378 8.32 Add 2.82% 0.23 $23.94–32.47 · VW $28.79i $756,270,000 SEC
2007   Q1 23,754,578 7.31 Buy 7.31 $20.94–24.33 · VW $22.64i $567,616,000 SEC
2006   Q4 0 0.00 Sell 100.00% 5.67 $19.18–23.08 · VW $21.71i SEC
2006   Q3 18,621,978 5.67 Reduce 31.99% 2.76 $15.52–19.90 · VW $18.22i $366,574,000 SEC
2006   Q2 27,381,578 8.63 Reduce 24.54% 2.69 $13.44–20.63 · VW $16.85i $455,356,000 SEC
2006   Q1 36,288,178 10.98 Reduce 18.08% 1.77 $14.77–18.44 · VW $16.90i $621,616,000 SEC
2005   Q4 44,299,378 9.80 Reduce 2.73% 0.32 $11.10–15.66 · VW $13.71i $648,100,000 SEC
2005   Q3 45,544,778 11.66 Add 3.01% 0.34 $9.83–13.18 · VW $11.40i $599,369,000 SEC
2005   Q2 44,214,378 7.92 Add 22.12% 1.44 $8.02–10.25 · VW $9.02i $439,270,000 SEC
2005   Q1 36,204,978 6.02 Add 32.54% 1.48 $7.95–9.90 · VW $9.01i $311,363,000 SEC
2004   Q4 27,315,600 4.24 $8.73 $238,329,000 SEC