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  DexCom, Inc. (DXCM)
← All DXCM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 2.66 $127.62–164.86 · VW $142.80i SEC
2021   Q3 5,764,908 2.66 Reduce 22.86% 0.59 $105.18–144.75 · VW $128.89i $788,149,000 SEC
2021   Q2 7,473,148 2.57 Reduce 21.27% 0.66 $79.61–109.90 · VW $96.63i $797,759,000 SEC
2021   Q1 9,492,592 3.10 Add 4.64% 0.14 $84.29–105.85 · VW $94.37i $852,886,000 SEC
2020   Q4 9,071,236 3.05 Add 389.72% 2.43 $76.41–105.00 · VW $86.44i $838,454,000 SEC
2020   Q3 1,852,348 0.82 Add 36.38% 0.22 $93.90–114.06 · VW $105.02i $190,898,000 SEC
2020   Q2 1,358,184 0.71 Buy 0.71 $62.50–107.15 · VW $90.62i $137,652,000 SEC
2020   Q1 0 0.00 Sell 100.00% 1.27 $45.52–76.68 · VW $63.11i SEC
2019   Q4 4,235,580 1.27 Buy 1.27 $36.31–58.00 · VW $48.82i $231,623,000 SEC
Price snapshot:
Current price$76.35
52-week low$54.11
52-week high$89.98