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  KE Holdings Inc. (BEKE)
← All BEKE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 2.55 $7.31–24.85 · VW $15.18i SEC
2021   Q4 30,957,063 2.55 Add 2.50% 0.06 $16.60–25.98 · VW $20.58i $622,856,000 SEC
2021   Q3 30,201,786 1.86 Add 131.09% 1.06 $15.15–45.49 · VW $21.34i $551,485,000 SEC
2021   Q2 13,069,217 2.01 Buy 2.01 $43.25–61.39 · VW $50.19i $623,140,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.26 $57.62–79.40 · VW $66.70i SEC
2020   Q3 1,000,000 0.26 Buy 0.26 $31.79–67.50 · VW $44.08i
IPO/listing quarter
$61,300,000 SEC
Price snapshot:
Current price$16.07
52-week low$13.81
52-week high$20.60