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  Baidu, Inc. (BIDU)
← All BIDU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 5.36 $188.60–223.95 · VW $203.04i SEC
2015   Q1 5,281,484 5.36 Reduce 24.88% 2.08 $199.70–234.67 · VW $212.82i $1,100,661,000 SEC
2014   Q4 7,030,580 8.36 Reduce 14.14% 1.24 $194.31–251.99 · VW $231.16i $1,602,761,323 SEC
2014   Q3 8,188,393 8.75 Reduce 8.24% 0.71 $176.69–231.41 · VW $213.56i $1,786,953,000 SEC
2014   Q2 8,923,393 8.57 Add 14.21% 1.07 $140.66–188.66 · VW $162.17i $1,666,979,000 SEC
2014   Q1 7,813,332 6.47 Add 44.86% 2.00 $144.16–189.34 · VW $164.56i $1,189,736,000 SEC
2013   Q4 5,393,588 5.03 Add 1.97% 0.10 $141.52–181.25 · VW $162.60i $959,411,000 SEC
2013   Q3 5,289,262 4.21 Buy 4.21 $88.89–155.80 · VW $131.33i $820,788,000 SEC
2012   Q1 0 0.00 Sell 100.00% 2.25 $117.17–154.15 · VW $134.72i SEC
2011   Q4 2,397,810 2.25 Buy 2.25 $102.00–147.68 · VW $128.13i $279,273,000 SEC
2006   Q4 0 0.00 Sell 100.00% 1.66 $8.22–12.87 · VW $10.61i SEC
2006   Q3 12,248,390 1.66 Buy 1.66 $6.79–9.67 · VW $8.00i $107,222,000 SEC
Price snapshot:
Current price$113.39
52-week low$84.64
52-week high$165.30