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  EPAM Systems, Inc. (EPAM)
← All EPAM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 2.03 $169.43–277.04 · VW $204.20i SEC
2024   Q1 929,917 2.03 Add 9.37% 0.17 $266.29–317.50 · VW $290.38i $256,805,879 SEC
2023   Q4 850,260 2.19 Reduce 19.35% 0.50 $209.15–302.85 · VW $252.59i $252,816,308 SEC
2023   Q3 1,054,229 2.60 Add 9.18% 0.22 $224.55–270.76 · VW $249.09i $269,555,813 SEC
2023   Q2 965,588 1.99 $224.75 $217,015,903 SEC
2023   Q1 965,588 2.67 Add 60.17% 1.00 $269.73–385.96 · VW $317.58i $288,710,812 SEC
2022   Q4 602,860 1.89 Reduce 51.50% 2.18 $298.67–389.59 · VW $345.28i $197,581,336 SEC
2022   Q3 1,243,044 4.24 Reduce 1.87% 0.07 $291.43–462.99 · VW $380.04i $450,218,000 SEC
2022   Q2 1,266,683 3.52 Buy 3.52 $260.68–364.65 · VW $306.91i $373,393,000 SEC
Price snapshot:
Current price$86.38
52-week low$73.06
52-week high$222.53