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  Global Payments Inc. (GPN)
← All GPN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 3.35 $156.50–196.88 · VW $173.85i SEC
2021   Q2 5,542,294 3.35 Add 30.55% 0.78 $186.80–220.81 · VW $199.27i $1,039,402,000 SEC
2021   Q1 4,245,296 3.11 Reduce 32.94% 1.63 $175.59–216.49 · VW $196.04i $855,767,000 SEC
2020   Q4 6,331,020 4.96 Reduce 1.00% 0.05 $153.33–215.70 · VW $185.88i $1,363,828,000 SEC
2020   Q3 6,395,026 4.88 Add 33.52% 1.23 $158.33–185.47 · VW $174.68i $1,135,629,000 SEC
2020   Q2 4,789,516 4.17 Reduce 3.33% 0.15 $124.55–191.32 · VW $167.33i $812,398,000 SEC
2020   Q1 4,954,572 4.48 Add 52.67% 1.55 $105.54–209.62 · VW $168.18i $714,598,000 SEC
2019   Q4 3,245,218 3.26 Reduce 11.22% 0.39 $153.78–185.42 · VW $173.15i $592,447,000 SEC
2019   Q3 3,655,380 3.51 Buy 3.51 $150.94–175.95 · VW $163.64i $581,205,000 SEC
Price snapshot:
Current price$76.85
52-week low$60.93
52-week high$89.46