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  MercadoLibre, Inc. (MELI)
← All MELI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q2 0 0.00 Sell 100.00% 3.82 $1,262.38–1,649.91 · VW $1,477.99i SEC
2021   Q1 715,152 3.82 Add 19.77% 0.63 $1,337.95–2,020.00 · VW $1,661.05i $1,052,804,000 SEC
2020   Q4 597,111 3.64 Add 179.54% 2.34 $1,063.70–1,735.75 · VW $1,420.79i $1,000,292,000 SEC
2020   Q3 213,602 0.99 Buy 0.99 $941.44–1,270.00 · VW $1,112.14i $231,220,000 SEC
2020   Q1 0 0.00 Sell 100.00% 3.05 $422.22–756.48 · VW $597.70i SEC
2019   Q4 970,749 3.05 Add 67.25% 1.23 $470.10–605.94 · VW $553.53i $555,210,000 SEC
2019   Q3 580,417 1.93 Add 21.84% 0.35 $530.76–698.98 · VW $608.56i $319,943,000 SEC
2019   Q2 476,373 1.89 Reduce 28.60% 0.59 $460.00–672.55 · VW $551.41i $291,431,000 SEC
2019   Q1 667,206 2.06 Add 48.01% 0.67 $282.88–514.90 · VW $429.59i $338,761,000 SEC
2018   Q4 450,784 0.93 Reduce 74.75% 2.44 $257.52–374.84 · VW $324.82i $132,012,000 SEC
2018   Q3 1,785,259 3.27 Reduce 17.83% 0.63 $291.06–394.92 · VW $341.83i $607,827,000 SEC
2018   Q2 2,172,531 3.53 Add 33.76% 0.89 $281.00–362.69 · VW $312.85i $649,435,000 SEC
2018   Q1 1,624,158 2.93 Add 5.64% 0.16 $316.27–417.91 · VW $368.63i $578,834,000 SEC
2017   Q4 1,537,485 2.53 Reduce 5.71% 0.13 $217.06–334.99 · VW $267.22i $483,785,000 SEC
2017   Q3 1,630,524 2.20 Buy 2.20 $232.17–296.35 · VW $267.08i $422,192,000 SEC
2007   Q4 0 0.00 Sell 100.00% 0.46 $32.67–81.17 · VW $58.70i SEC
2007   Q3 1,069,660 0.46 Buy 0.46 $27.00–41.30 · VW $34.85i
IPO/listing quarter
$38,786,000 SEC
Price snapshot:
Current price$1,867.30
52-week low$1,495.00
52-week high$2,548.50