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  Intercontinental Exchange, Inc. (ICE)
← All ICE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 3.13 $64.91–72.99 · VW $69.05i SEC
2017   Q3 8,749,665 3.13 Add 37.64% 0.86 $63.22–68.88 · VW $66.22i $601,102,000 SEC
2017   Q2 6,356,905 2.23 Buy 2.23 $57.91–66.73 · VW $61.59i $419,047,000 SEC
2017   Q1 0 0.00 Sell 100.00% 1.25 $55.80–61.98 · VW $58.70i SEC
2016   Q4 4,225,637 1.25 Reduce 29.99% 0.44 $52.27–59.86 · VW $55.52i $238,410,000 SEC
2016   Q3 6,036,145 1.48 Buy 1.48 $50.18–57.40 · VW $54.23i $325,179,000 SEC
2015   Q1 0 0.00 Sell 100.00% 1.31 $40.45–48.01 · VW $44.33i SEC
2014   Q4 5,713,945 1.31 Reduce 13.09% 0.17 $38.68–45.76 · VW $42.76i $250,602,200 SEC
2014   Q3 6,574,840 1.26 Reduce 61.37% 2.03 $36.48–41.03 · VW $38.39i $256,485,000 SEC
2014   Q2 17,018,565 3.31 Add 2.58% 0.08 $37.14–41.40 · VW $39.28i $642,961,000 SEC
2014   Q1 16,590,655 3.57 Add 50.86% 1.20 $39.07–45.90 · VW $41.87i $656,426,000 SEC
2013   Q4 10,997,120 2.59 Buy 2.59 $35.82–45.41 · VW $41.39i $494,694,000 SEC
Price snapshot:
Current price$137.67
52-week low$121.79
52-week high$186.96