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  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 3.17 $51.25–64.46 · VW $56.85i SEC
2019   Q1 8,888,380 3.17 Buy 3.17 $50.70–61.59 · VW $56.31i $521,441,000 SEC
2018   Q4 0 0.00 Sell 100.00% 5.72 $48.51–60.50 · VW $53.42i SEC
2018   Q3 17,825,980 5.72 Add 35.50% 1.50 $54.69–63.69 · VW $60.00i $1,063,739,000 SEC
2018   Q2 13,156,060 3.99 Add 1.20% 0.05 $49.52–59.31 · VW $53.70i $733,878,000 SEC
2018   Q1 13,000,060 3.40 Add 8.79% 0.27 $49.03–59.34 · VW $54.53i $670,667,000 SEC
2017   Q4 11,950,060 3.26 Buy 3.26 $47.39–53.92 · VW $51.18i $625,227,000 SEC
2017   Q1 0 0.00 Sell 100.00% 2.54 $38.79–42.67 · VW $40.83i SEC
2016   Q4 12,558,060 2.54 Reduce 25.56% 0.76 $36.38–40.83 · VW $38.64i $484,628,000 SEC
2016   Q3 16,868,980 2.99 Reduce 4.58% 0.13 $34.41–39.49 · VW $38.16i $655,604,000 SEC
2016   Q2 17,677,760 2.83 Add 13.48% 0.34 $33.16–38.49 · VW $35.59i $611,739,000 SEC
2016   Q1 15,577,760 2.99 Add 88.77% 1.41 $33.15–39.49 · VW $36.10i $580,233,000 SEC
2015   Q4 8,252,320 1.46 Buy 1.46 $29.99–39.00 · VW $36.04i $313,126,000 SEC
Price snapshot:
Current price$350.67
52-week low$180.20
52-week high$404.23