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  Booking Holdings Inc. (BKNG)
← All BKNG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 60,125 0.08 Reduce 48.06% 0.09 $150.62–220.75 · VW $179.41i $10,125,820 SEC
2025   Q4 115,750 0.18 Reduce 85.14% 1.04 $182.84–225.00 · VW $204.94i $24,795,178 SEC
2025   Q3 778,775 1.22 Reduce 48.06% 1.21 $213.56–233.58 · VW $221.74i $168,192,660 SEC
2025   Q2 1,499,300 2.51 Buy 2.51 $163.85–231.96 · VW $206.78i $347,192,301 SEC
2024   Q4 0 0.00 Sell 100.00% 2.40 $162.44–213.49 · VW $195.84i SEC
2024   Q3 1,910,350 2.40 Reduce 27.35% 0.92 $127.20–170.92 · VW $153.27i $321,864,938 SEC
2024   Q2 2,629,425 3.38 Add 0.85% 0.03 $135.76–161.60 · VW $147.47i $416,658,686 SEC
2024   Q1 2,607,350 2.99 Reduce 31.61% 1.48 $135.36–156.72 · VW $143.02i $378,366,117 SEC
2023   Q4 3,812,525 4.68 Add 2.04% 0.09 $109.32–143.22 · VW $124.07i $540,954,597 SEC
2023   Q3 3,736,225 4.44 Reduce 29.02% 1.51 $104.98–130.07 · VW $120.33i $460,893,244 SEC
2023   Q2 5,263,750 5.21 Add 2.91% 0.15 $98.28–111.47 · VW $104.80i $568,554,482 SEC
2023   Q1 5,115,000 5.02 Reduce 7.16% 0.30 $80.22–106.43 · VW $98.32i $542,683,086 SEC
2022   Q4 5,509,375 4.24 Reduce 13.09% 0.51 $64.67–86.09 · VW $77.26i $444,117,330 SEC
2022   Q3 6,339,250 3.93 Add 6.92% 0.25 $65.67–86.44 · VW $74.45i $416,669,000 SEC
2022   Q2 5,929,025 3.91 Buy 3.91 $68.12–96.73 · VW $84.83i $414,792,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.43 $63.56–89.12 · VW $76.86i SEC
2020   Q3 1,473,000 0.43 Reduce 90.12% 4.40 $64.04–78.65 · VW $70.33i $100,793,000 SEC
2020   Q2 14,903,325 4.88 Buy 4.88 $48.12–74.88 · VW $62.00i $949,246,000 SEC
2019   Q4 0 0.00 Sell 100.00% 2.50 $73.07–83.31 · VW $78.81i SEC
2019   Q3 5,281,425 2.50 Reduce 34.27% 1.34 $70.20–83.27 · VW $77.31i $414,615,000 SEC
2019   Q2 8,034,900 3.90 $74.99 $602,524,000 SEC
2019   Q1 8,034,900 3.41 Reduce 9.08% 0.39 $65.48–78.09 · VW $70.47i $560,807,000 SEC
2018   Q4 8,837,400 4.30 Buy 4.30 $64.25–80.78 · VW $73.71i $608,869,000 SEC
2018   Q3 0 0.00 Sell 100.00% 5.86 $72.62–85.28 · VW $79.07i SEC
2018   Q2 13,276,500 5.86 Add 4.57% 0.26 $79.20–88.07 · VW $84.01i $1,076,506,000 SEC
2018   Q1 12,696,175 5.35 Buy 5.35 $68.56–89.16 · VW $79.05i $1,056,520,000 SEC
Price snapshot:
Current price$175.80
Avg. buy price$231.57
+/- since buy-24.08%
52-week low$149.76
52-week high$229.86