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  Equinix, Inc. (EQIX)
← All EQIX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q1 0 0.00 Sell 100.00% 2.66 $370.79–461.73 · VW $420.47i SEC
2017   Q4 1,122,529 2.66 Reduce 11.87% 0.35 $439.54–495.35 · VW $462.35i $508,753,000 SEC
2017   Q3 1,273,652 2.96 $446.30 $568,431,000 SEC
2017   Q2 1,273,652 2.91 Reduce 11.02% 0.34 $396.94–447.26 · VW $426.70i $546,600,000 SEC
2017   Q1 1,431,461 3.09 Reduce 25.16% 0.90 $355.18–403.62 · VW $383.17i $573,114,000 SEC
2016   Q4 1,912,684 3.58 Add 6.29% 0.21 $314.55–374.26 · VW $347.29i $683,612,000 SEC
2016   Q3 1,799,578 2.96 Reduce 15.95% 0.61 $348.10–391.07 · VW $369.09i $648,298,000 SEC
2016   Q2 2,140,962 3.84 Reduce 7.89% 0.31 $316.30–387.93 · VW $356.07i $830,115,000 SEC
2016   Q1 2,324,330 3.96 Add 10.13% 0.36 $255.45–331.80 · VW $303.20i $768,679,000 SEC
2015   Q4 2,110,509 2.97 Reduce 20.38% 0.72 $262.60–305.00 · VW $293.03i $638,218,000 SEC
2015   Q3 2,650,775 3.54 Reduce 11.82% 0.44 $250.86–294.49 · VW $272.92i $724,722,000 SEC
2015   Q2 3,005,944 3.76 Add 10.13% 0.35 $230.61–274.13 · VW $258.49i $763,510,000 SEC
2015   Q1 2,729,378 3.10 Buy 3.10 $213.89–244.97 · VW $228.37i $635,536,000 SEC
Price snapshot:
Current price$1,039.53
52-week low$713.19
52-week high$1,124.00