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  Comcast Corp. (CMCSA)
← All CMCSA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 6.53 $33.51–41.24 · VW $36.23i SEC
2017   Q3 34,779,495 6.53 Add 59.48% 2.44 $32.60–38.74 · VW $35.51i $1,254,278,000 SEC
2017   Q2 21,807,766 4.24 Add 48.75% 1.39 $35.75–39.53 · VW $37.78i $795,462,000 SEC
2017   Q1 14,660,667 2.79 Buy 2.79 $34.39–39.09 · VW $37.52i $516,490,000 SEC
2014   Q4 0 0.00 Sell 100.00% 3.63 $24.58–28.06 · VW $26.82i SEC
2014   Q3 29,390,428 3.63 Add 13.34% 0.43 $23.12–26.94 · VW $25.60i $740,683,000 SEC
2014   Q2 25,930,851 3.35 Buy 3.35 $24.34–26.47 · VW $25.48i $652,281,000 SEC
Price snapshot:
Current price$23.97
52-week low$21.83
52-week high$32.20