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  Broadcom Inc. (AVGO)
← All AVGO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 4.40 $289.96–360.66 · VW $324.55i SEC
2025   Q4 1,730,216 4.40 Add 11.67% 0.46 $321.42–414.61 · VW $364.72i $598,827,758 SEC
2025   Q3 1,549,412 3.72 Buy 3.72 $262.66–374.23 · VW $310.27i $511,166,513 SEC
Price snapshot:
Current price$384.05
52-week low$267.62
52-week high$494.22