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  NetEase, Inc. (NTES)
← All NTES superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 1.86 $68.62–108.28 · VW $92.53i SEC
2021   Q4 4,452,541 1.86 Add 338.51% 1.44 $80.85–118.19 · VW $101.19i $453,180,000 SEC
2021   Q3 1,015,388 0.29 Buy 0.29 $77.97–116.52 · VW $93.43i $86,714,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.21 $8.43–11.10 · VW $9.88i SEC
2012   Q4 3,763,020 0.21 Reduce 87.88% 1.95 $7.40–11.38 · VW $9.09i $32,008,000 SEC
2012   Q3 31,048,250 2.22 Reduce 29.27% 0.94 $9.50–12.38 · VW $10.74i $348,610,000 SEC
2012   Q2 43,899,035 3.22 Reduce 1.97% 0.07 $11.03–13.11 · VW $11.97i $516,692,000 SEC
2012   Q1 44,783,480 3.54 Add 20.01% 0.59 $8.40–12.09 · VW $10.38i $520,384,000 SEC
2011   Q4 37,317,700 2.69 Add 16.99% 0.39 $7.15–10.20 · VW $8.98i $334,740,000 SEC
2011   Q3 31,897,900 2.18 Add 29.91% 0.50 $7.45–10.45 · VW $9.22i $243,445,000 SEC
2011   Q2 24,553,855 1.92 Add 139.44% 1.12 $8.10–11.00 · VW $9.46i $221,427,000 SEC
2011   Q1 10,254,825 0.91 Buy 0.91 $7.24–9.91 · VW $8.95i $101,543,000 SEC
2007   Q3 0 0.00 Sell 100.00% 0.71 $2.69–3.87 · VW $3.32i SEC
2007   Q2 19,088,060 0.71 Reduce 52.53% 0.97 $3.30–3.91 · VW $3.56i $64,976,000 SEC
2007   Q1 40,211,430 1.84 Buy 1.84 $3.50–4.37 · VW $3.95i $142,670,000 SEC
2006   Q4 0 0.00 Sell 100.00% 2.95 $3.01–3.79 · VW $3.50i SEC
2006   Q3 58,174,280 2.95 Add 110.63% 1.55 $3.06–4.62 · VW $3.56i $190,346,000 SEC
2006   Q2 27,619,505 2.34 Buy 2.34 $3.88–5.05 · VW $4.36i $123,349,000 SEC
2006   Q1 0 0.00 Sell 100.00% 1.43 $2.81–5.10 · VW $4.04i SEC
2005   Q4 33,604,560 1.43 Buy 1.43 $2.76–4.77 · VW $3.50i $94,362,000 SEC
2005   Q1 0 0.00 Sell 100.00% 1.33 $1.88–2.69 · VW $2.23i SEC
2004   Q4 28,220,340 1.33 $2.65 $74,671,000 SEC
Price snapshot:
Current price$131.43
52-week low$105.44
52-week high$156.41