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  Cisco Systems, Inc. (CSCO)
← All CSCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2007   Q2 0 0.00 Sell 100.00% 5.35 $25.31–28.48 · VW $26.92i SEC
2007   Q1 16,280,627 5.35 Buy 5.35 $24.82–28.99 · VW $26.59i $415,644,000 SEC
2006   Q4 0 0.00 Sell 100.00% 3.49 $22.80–27.96 · VW $25.67i SEC
2006   Q3 9,819,414 3.49 Add 5.44% 0.18 $17.10–23.53 · VW $20.58i $225,650,000 SEC
2006   Q2 9,313,214 3.45 Add 2.47% 0.08 $19.08–22.00 · VW $20.39i $181,887,000 SEC
2006   Q1 9,088,900 3.48 Buy 3.48 $17.18–22.00 · VW $19.73i $196,956,000 SEC
Price snapshot:
Current price$119.25
52-week low$64.42
52-week high$129.88