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  PayPal Holdings, Inc. (PYPL)
← All PYPL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 6.73 $66.39–95.57 · VW $79.58i SEC
2022   Q3 8,294,340 6.73 Add 93.39% 3.25 $68.51–103.03 · VW $88.72i $713,894,000 SEC
2022   Q2 4,289,025 2.82 Buy 2.82 $67.58–122.92 · VW $85.99i $299,546,000 SEC
2020   Q4 0 0.00 Sell 100.00% 5.08 $174.81–244.25 · VW $206.96i SEC
2020   Q3 6,000,915 5.08 Reduce 18.66% 1.23 $164.33–212.45 · VW $192.68i $1,182,360,000 SEC
2020   Q2 7,377,343 6.60 Add 40.11% 1.89 $89.88–175.40 · VW $138.90i $1,285,354,000 SEC
2020   Q1 5,265,480 3.16 Add 56.51% 1.14 $82.07–124.45 · VW $105.71i $504,117,000 SEC
2019   Q4 3,364,320 2.00 Buy 2.00 $94.77–110.18 · VW $104.78i $363,918,000 SEC
2019   Q1 0 0.00 Sell 100.00% 3.42 $81.91–104.70 · VW $93.78i SEC
2018   Q4 5,762,509 3.42 Reduce 3.35% 0.09 $74.66–89.06 · VW $82.96i $484,569,000 SEC
2018   Q3 5,962,509 2.81 Reduce 5.67% 0.16 $81.30–93.70 · VW $87.90i $523,747,000 SEC
2018   Q2 6,320,681 2.86 Reduce 40.71% 1.67 $70.22–87.55 · VW $79.30i $526,323,000 SEC
2018   Q1 10,659,734 4.10 Add 12.35% 0.45 $71.63–86.32 · VW $79.03i $808,754,000 SEC
2017   Q4 9,488,228 3.65 Add 41.34% 1.07 $63.69–79.39 · VW $72.56i $698,523,000 SEC
2017   Q3 6,713,230 2.24 Buy 2.24 $52.83–65.24 · VW $60.07i $429,848,000 SEC
2017   Q1 0 0.00 Sell 100.00% 2.58 $39.02–43.80 · VW $41.54i SEC
2016   Q4 12,499,315 2.58 Buy 2.58 $38.06–44.52 · VW $40.54i $493,348,000 SEC
2016   Q3 0 0.00 Sell 100.00% 1.87 $35.72–41.30 · VW $38.30i SEC
2016   Q2 11,080,118 1.87 Add 6.23% 0.11 $34.00–41.49 · VW $37.98i $404,535,000 SEC
2016   Q1 10,430,118 2.07 Buy 2.07 $30.52–41.75 · VW $36.47i $402,603,000 SEC
Price snapshot:
Current price$47.65
52-week low$38.22
52-week high$78.82