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  The Estée Lauder Companies Inc. (EL)
← All EL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q3 0 0.00 Sell 100.00% 1.07 $49.81–62.24 · VW $56.69i SEC
2012   Q2 3,163,643 1.07 $54.12 $171,216,000 SEC
2012   Q1 3,163,643 1.33 Buy 1.33 $54.00–63.92 · VW $58.71i $195,956,000 SEC
2011   Q4 0 0.00 Sell 100.00% 1.44 $40.76–60.37 · VW $52.97i SEC
2011   Q3 3,670,676 1.44 Reduce 31.64% 0.77 $42.83–54.38 · VW $48.57i $161,216,000 SEC
2011   Q2 5,369,714 2.45 Reduce 11.41% 0.30 $46.40–53.28 · VW $49.69i $282,420,000 SEC
2011   Q1 6,061,124 2.61 $48.18 $292,025,000 SEC
2010   Q4 6,061,124 2.28 Reduce 43.46% 1.95 $31.23–40.72 · VW $36.70i $244,566,000 SEC
2010   Q3 10,720,066 4.49 Reduce 12.21% 0.60 $27.31–32.56 · VW $30.04i $338,915,000 SEC
2010   Q2 12,211,040 4.89 Add 74.51% 2.09 $27.08–35.65 · VW $30.63i $340,261,000 SEC
2010   Q1 6,997,354 2.25 Add 14.60% 0.29 $23.83–32.88 · VW $28.52i $226,959,000 SEC
2009   Q4 6,105,866 1.87 Buy 1.87 $17.80–25.28 · VW $22.56i $147,640,000 SEC
Price snapshot:
Current price$81.15
52-week low$65.96
52-week high$120.79