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  Datadog, Inc. (DDOG)
← All DDOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 2.67 $81.12–159.00 · VW $106.11i SEC
2022   Q1 2,965,288 2.67 Reduce 9.39% 0.22 $113.89–184.70 · VW $147.51i $449,152,000 SEC
2021   Q4 3,272,681 2.39 Reduce 29.57% 0.65 $134.63–199.68 · VW $171.47i $582,897,000 SEC
2021   Q3 4,646,717 2.21 Reduce 20.32% 0.40 $101.38–150.67 · VW $130.42i $656,813,000 SEC
2021   Q2 5,831,385 1.96 Reduce 10.86% 0.22 $69.73–107.40 · VW $89.69i $606,931,000 SEC
2021   Q1 6,541,966 1.98 Reduce 7.73% 0.20 $74.53–119.43 · VW $95.13i $545,207,000 SEC
2020   Q4 7,090,101 2.54 Add 8.26% 0.19 $79.76–118.13 · VW $99.17i $697,950,000 SEC
2020   Q3 6,548,876 2.87 Reduce 4.16% 0.13 $72.60–108.20 · VW $87.76i $669,033,000 SEC
2020   Q2 6,832,849 3.05 Buy 3.05 $35.01–93.00 · VW $67.18i $594,116,000 SEC
Price snapshot:
Current price$260.24
52-week low$98.01
52-week high$278.70