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  LPL Financial Holdings Inc. (LPLA)
← All LPLA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,049,967 4.92 Reduce 1.20% 0.07 $282.27–400.16 · VW $327.33i $616,691,573 SEC
2025   Q4 2,074,948 5.44 Reduce 8.01% 0.44 $310.70–395.75 · VW $362.14i $741,109,177 SEC
2025   Q3 2,255,714 5.46 Add 20.48% 0.93 $318.87–403.58 · VW $361.96i $750,453,491 SEC
2025   Q2 1,872,248 5.08 Add 6.14% 0.29 $262.83–390.23 · VW $338.13i $702,036,833 SEC
2025   Q1 1,764,015 5.06 Reduce 8.26% 0.38 $306.71–384.04 · VW $351.32i $577,079,867 SEC
2024   Q4 1,922,748 4.66 Reduce 11.81% 0.45 $222.75–336.40 · VW $292.41i $627,796,449 SEC
2024   Q3 2,180,137 3.78 Add 29.38% 0.86 $187.19–284.59 · VW $226.77i $507,165,270 SEC
2024   Q2 1,685,070 3.82 $279.30 $470,640,051 SEC
2024   Q1 1,685,070 3.51 Reduce 8.43% 0.31 $223.81–274.35 · VW $253.01i $445,195,494 SEC
2023   Q4 1,840,114 3.62 $227.62 $418,846,749 SEC
2023   Q3 1,840,114 4.22 Reduce 8.13% 0.32 $214.03–250.65 · VW $231.24i $437,303,092 SEC
2023   Q2 2,003,058 3.99 Add 7.71% 0.29 $179.00–219.18 · VW $201.64i $435,524,901 SEC
2023   Q1 1,859,641 3.48 Reduce 7.36% 0.30 $188.52–257.65 · VW $224.99i $376,391,338 SEC
2022   Q4 2,007,322 4.14 Add 1.36% 0.06 $203.90–271.56 · VW $236.89i $433,922,797 SEC
2022   Q3 1,980,362 4.08 Reduce 13.49% 0.54 $169.68–236.58 · VW $215.60i $432,669,000 SEC
2022   Q2 2,289,151 3.98 Buy 3.98 $165.47–220.80 · VW $191.35i $422,303,000 SEC
2014   Q4 0 0.00 Sell 100.00% 1.92 $38.34–46.06 · VW $42.46i SEC
2014   Q3 8,518,366 1.92 $46.05 $392,271,000 SEC
2014   Q2 8,518,366 2.18 $49.74 $423,704,000 SEC
2014   Q1 8,518,366 2.43 Buy 2.43 $46.23–56.45 · VW $52.38i $447,555,000 SEC
Price snapshot:
Current price$321.06
Avg. buy price$229.03
+/- since buy40.18%
52-week low$260.15
52-week high$402.11