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 Gap, Inc. (GAP)
← All GAP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q4 0 0.00 Sell 100.00% 3.93 $38.94–43.85 · VW $41.46i SEC
2014   Q3 19,265,265 3.93 $41.69 $803,169,000 SEC
2014   Q2 19,265,265 4.12 Reduce 3.31% 0.14 $38.98–46.61 · VW $43.91i $800,857,000 SEC
2014   Q1 19,924,198 4.34 Reduce 3.14% 0.13 $37.00–43.70 · VW $40.64i $798,163,000 SEC
2013   Q4 20,570,171 4.21 Reduce 7.78% 0.36 $36.57–44.59 · VW $41.64i $803,882,000 SEC
2013   Q3 22,305,225 4.61 Add 16.44% 0.65 $36.13–42.66 · VW $39.92i $898,454,000 SEC
2013   Q2 19,156,482 4.49 Reduce 4.95% 0.19 $39.96–46.56 · VW $42.32i $799,400,000 SEC
2013   Q1 20,155,033 3.92 Add 8.79% 0.32 $32.91–41.86 · VW $38.44i $713,488,000 SEC
2012   Q4 18,526,965 3.81 Add 13.09% 0.44 $29.84–34.69 · VW $32.48i $575,077,000 SEC
2012   Q3 16,382,475 3.74 Reduce 23.81% 0.87 $32.54–37.85 · VW $34.95i $586,165,000 SEC
2012   Q2 21,502,575 3.67 Add 91.80% 1.75 $25.02–36.60 · VW $32.48i $588,310,000 SEC
2012   Q1 11,210,965 1.99 Buy 1.99 $24.17–29.23 · VW $26.63i $293,055,000 SEC
Price snapshot:
Current price$19.80
52-week low$17.94
52-week high$28.88