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  SPDR Gold Shares (GLD)
← All GLD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q4 0 0.00 Sell 100.00% 2.84 $158.39–174.07 · VW $165.49i SEC
2012   Q3 2,587,216 2.84 Reduce 31.01% 1.12 $150.85–173.18 · VW $162.73i $445,053,000 SEC
2012   Q2 3,750,348 3.63 $155.19 $582,017,000 SEC
2012   Q1 3,750,348 4.13 $162.14 $608,081,000 SEC
2011   Q4 3,750,348 4.59 Buy 4.59 $148.27–175.46 · VW $163.44i $570,015,000 SEC
2011   Q1 0 0.00 Sell 100.00% 4.18 $127.80–141.28 · VW $135.21i SEC
2010   Q4 3,233,000 4.18 Reduce 4.07% 0.23 $127.91–139.54 · VW $134.37i $448,482,000 SEC
2010   Q3 3,370,000 5.71 $127.91 $431,057,000 SEC
2010   Q2 3,370,000 5.89 Add 45.04% 1.83 $109.92–123.56 · VW $117.80i $410,062,000 SEC
2010   Q1 2,323,500 2.51 $108.95 $253,145,000 SEC
2009   Q4 2,323,500 3.16 Buy 3.16 $97.74–119.54 · VW $108.65i $249,335,000 SEC
2009   Q3 0 0.00 Sell 100.00% 6.18 $88.82–100.08 · VW $94.86i SEC
2009   Q2 3,453,500 6.18 Add 30.32% 1.44 $84.92–96.97 · VW $91.27i $314,890,000 SEC
2009   Q1 2,650,000 4.43 Add 50.57% 1.49 $78.87–98.99 · VW $90.56i $239,242,000 SEC
2008   Q4 1,760,000 3.43 Buy 3.43 $66.00–90.84 · VW $77.92i $152,275,000 SEC
Price snapshot:
Current price$367.13
52-week low$300.96
52-week high$509.70