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  RH (RH)
← All RH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 5.36 $253.12–406.38 · VW $339.06i SEC
2023   Q2 1,773,069 5.36 $329.59 $584,385,812 SEC
2023   Q1 1,773,069 4.00 $243.55 $431,830,955 SEC
2022   Q4 1,773,069 4.52 $267.19 $473,746,306 SEC
2022   Q3 1,773,069 4.11 $246.07 $436,299,000 SEC
2022   Q2 1,773,069 3.55 Add 3.74% 0.13 $207.37–361.76 · VW $293.52i $376,352,000 SEC
2022   Q1 1,709,193 3.32 Add 6.57% 0.20 $320.81–556.59 · VW $388.90i $557,351,000 SEC
2021   Q4 1,603,888 3.52 Add 24.27% 0.69 $522.91–699.14 · VW $609.03i $859,588,000 SEC
2021   Q3 1,290,620 2.90 Add 26.43% 0.61 $640.89–744.56 · VW $685.19i $860,727,000 SEC
2021   Q2 1,020,825 2.23 Buy 2.23 $580.32–733.05 · VW $662.97i $693,140,000 SEC
Price snapshot:
Current price$161.82
52-week low$106.30
52-week high$257.00