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  ServiceNow, Inc. (NOW)
← All NOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 5.79 $73.54–104.32 · VW $88.35i SEC
2022   Q2 6,461,995 5.79 Reduce 34.70% 2.28 $81.29–115.16 · VW $95.12i $614,562,000 SEC
2022   Q1 9,895,740 6.56 Reduce 1.32% 0.07 $95.87–130.28 · VW $112.89i $1,102,168,000 SEC
2021   Q4 10,027,930 5.33 Reduce 8.59% 0.39 $117.40–141.52 · VW $130.74i $1,301,846,000 SEC
2021   Q3 10,969,705 4.60 Reduce 11.13% 0.49 $107.95–136.22 · VW $122.10i $1,365,224,000 SEC
2021   Q2 12,343,990 4.37 Add 66.95% 1.75 $89.65–113.06 · VW $101.38i $1,356,728,000 SEC
2021   Q1 7,393,625 2.69 Add 22.15% 0.49 $92.50–119.67 · VW $105.75i $739,525,000 SEC
2020   Q4 6,052,930 2.42 Reduce 31.64% 1.17 $94.40–113.35 · VW $104.12i $666,343,000 SEC
2020   Q3 8,854,505 3.69 Reduce 1.01% 0.04 $78.17–100.36 · VW $90.88i $858,887,000 SEC
2020   Q2 8,945,175 3.72 Add 30.71% 0.87 $49.33–81.96 · VW $71.55i $724,667,000 SEC
2020   Q1 6,843,440 2.46 Reduce 11.27% 0.27 $47.79–72.59 · VW $62.02i $392,239,000 SEC
2019   Q4 7,712,445 2.39 Reduce 9.15% 0.24 $42.80–57.62 · VW $52.33i $435,475,000 SEC
2019   Q3 8,489,125 2.60 Add 29.45% 0.59 $49.05–60.63 · VW $53.83i $430,993,000 SEC
2019   Q2 6,557,625 2.33 Reduce 23.12% 0.59 $46.03–58.60 · VW $53.04i $360,105,000 SEC
2019   Q1 8,529,470 2.56 Reduce 35.43% 1.18 $33.69–50.33 · VW $44.89i $420,486,000 SEC
2018   Q4 13,210,585 3.32 Reduce 16.56% 0.55 $29.53–39.85 · VW $35.47i $470,429,000 SEC
2018   Q3 15,833,185 3.33 Add 5.06% 0.16 $34.08–41.26 · VW $37.72i $619,489,000 SEC
2018   Q2 15,071,265 2.83 Add 12.59% 0.32 $31.20–37.72 · VW $34.37i $519,868,000 SEC
2018   Q1 13,385,590 2.24 Reduce 34.96% 0.98 $26.03–35.31 · VW $31.14i $442,929,000 SEC
2017   Q4 20,580,965 2.80 Reduce 21.92% 0.71 $22.57–26.25 · VW $24.89i $536,710,000 SEC
2017   Q3 26,358,105 3.23 Add 63.67% 1.26 $20.60–23.73 · VW $22.39i $619,574,000 SEC
2017   Q2 16,104,700 1.82 Buy 1.82 $16.81–22.13 · VW $20.18i $341,420,000 SEC
Price snapshot:
Current price$111.26
52-week low$81.24
52-week high$210.20