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  Electronic Arts Inc. (EA)
← All EA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 5.09 $73.91–121.30 · VW $90.61i SEC
2018   Q3 7,855,868 5.09 Add 24.35% 1.00 $110.53–151.26 · VW $123.22i $946,554,000 SEC
2018   Q2 6,317,420 4.85 Reduce 11.50% 0.50 $114.88–147.13 · VW $129.38i $890,883,000 SEC
2018   Q1 7,138,016 4.38 Reduce 2.33% 0.09 $105.35–131.13 · VW $122.27i $865,413,000 SEC
2017   Q4 7,308,184 4.01 Add 72.60% 1.69 $99.63–120.29 · VW $109.95i $767,798,000 SEC
2017   Q3 4,234,102 2.60 Buy 2.60 $105.21–122.79 · VW $116.83i $499,878,000 SEC
2017   Q2 0 0.00 Sell 100.00% 3.76 $87.94–116.04 · VW $105.29i SEC
2017   Q1 7,779,975 3.76 Reduce 17.43% 0.68 $77.94–91.82 · VW $85.50i $696,463,000 SEC
2016   Q4 9,422,175 3.88 Add 9.32% 0.33 $73.74–86.07 · VW $79.35i $742,091,000 SEC
2016   Q3 8,619,020 3.36 Add 142.42% 1.97 $74.32–85.83 · VW $79.81i $736,064,000 SEC
2016   Q2 3,555,356 1.25 Add 86.08% 0.58 $61.10–78.09 · VW $70.54i $269,354,000 SEC
2016   Q1 1,910,643 0.65 Reduce 70.35% 1.45 $53.01–71.49 · VW $63.64i $126,313,000 SEC
2015   Q4 6,443,613 2.06 Reduce 26.63% 0.78 $64.54–76.92 · VW $69.91i $442,805,000 SEC
2015   Q3 8,782,612 2.91 Add 1005.51% 2.65 $59.47–75.76 · VW $68.85i $595,022,000 SEC
2015   Q2 794,440 0.26 Buy 0.26 $55.52–68.27 · VW $61.73i $52,830,000 SEC
2005   Q1 0 0.00 Sell 100.00% 0.61 $51.74–71.16 · VW $61.23i SEC
2004   Q4 557,572 0.61 $61.68 $34,391,000 SEC
Price snapshot:
Current price$206.35
52-week low$146.39
52-week high$206.82