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  Cadence Design Systems, Inc. (CDNS)
← All CDNS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 2.71 $285.48–376.45 · VW $337.45i SEC
2025   Q1 1,218,389 2.71 Buy 2.71 $221.56–323.39 · VW $277.34i $309,872,874 SEC
2020   Q2 0 0.00 Sell 100.00% 0.53 $87.75–113.97 · VW $104.21i SEC
2020   Q1 1,288,594 0.53 Buy 0.53 $51.39–91.58 · VW $78.09i $85,099,000 SEC
Price snapshot:
Current price$377.92
52-week low$262.75
52-week high$416.69