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  Arista Networks, Inc. (ANET)
← All ANET superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q3 0 0.00 Sell 100.00% 1.47 $8.86–12.08 · VW $10.46i SEC
2017   Q2 29,530,208 1.47 Add 45.56% 0.46 $8.04–10.19 · VW $9.05i $276,458,000 SEC
2017   Q1 20,286,976 0.91 Buy 0.91 $5.46–8.42 · VW $6.98i $167,710,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.56 $3.89–5.40 · VW $4.76i SEC
2016   Q2 29,943,440 0.56 $4.02 $120,485,000 SEC
2016   Q1 29,943,440 0.61 Reduce 13.99% 0.11 $3.28–4.95 · VW $3.99i $118,089,000 SEC
2015   Q4 34,814,800 0.79 $4.87 $169,374,000 SEC
2015   Q3 34,814,800 0.65 Add 14.77% 0.08 $3.76–5.52 · VW $4.58i $133,145,000 SEC
2015   Q2 30,334,800 0.76 Add 27.17% 0.16 $3.95–5.53 · VW $4.58i $154,973,000 SEC
2015   Q1 23,853,200 0.51 Add 12.46% 0.06 $3.51–4.66 · VW $4.23i $105,148,000 SEC
2014   Q4 21,210,336 0.42 Add 83.54% 0.19 $3.70–5.64 · VW $4.60i $80,546,251 SEC
2014   Q3 11,556,512 0.31 Add 36.51% 0.08 $3.91–5.93 · VW $4.92i
IPO/listing quarter
$63,799,000 SEC
2014   Q2 8,465,920 0.17 Buy 0.17 $3.90 $33,012,000 SEC
Price snapshot:
Current price$181.15
52-week low$104.68
52-week high$189.82