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  Capital One Financial Corp. (COF)
← All COF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,267,056 3.30 Reduce 1.21% 0.05 $174.98–259.64 · VW $207.34i $413,579,026 SEC
2025   Q4 2,294,891 4.09 Reduce 10.69% 0.42 $199.09–249.74 · VW $221.82i $556,189,783 SEC
2025   Q3 2,569,491 3.97 Reduce 16.59% 0.79 $203.63–232.45 · VW $218.57i $546,222,397 SEC
2025   Q2 3,080,633 4.75 Reduce 3.01% 0.15 $143.22–215.62 · VW $185.99i $655,435,477 SEC
2025   Q1 3,176,143 4.99 Reduce 1.84% 0.08 $159.91–210.67 · VW $190.28i $569,482,440 SEC
2024   Q4 3,235,823 4.28 Buy 4.28 $143.30–198.30 · VW $174.62i $577,011,957 SEC
2020   Q4 0 0.00 Sell 100.00% 3.17 $70.78–99.16 · VW $83.83i SEC
2020   Q3 10,278,292 3.17 $71.86 $738,598,000 SEC
2020   Q2 10,278,292 3.30 Buy 3.30 $39.90–85.22 · VW $63.72i $643,318,000 SEC
2013   Q2 0 0.00 Sell 100.00% 1.53 $52.34–63.63 · VW $59.01i SEC
2013   Q1 5,079,222 1.53 Add 14.57% 0.20 $50.21–62.92 · VW $55.09i $279,103,000 SEC
2012   Q4 4,433,450 1.70 Buy 1.70 $54.45–61.83 · VW $58.56i $256,830,000 SEC
2005   Q1 0 0.00 Sell 100.00% 1.80 $73.15–84.75 · VW $77.34i SEC
2004   Q4 1,200,000 1.80 $84.21 $101,052,000 SEC
Price snapshot:
Current price$203.02
Avg. buy price$178.32
+/- since buy13.85%
52-week low$174.23
52-week high$257.54