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  SBA Communications Corp. (SBAC)
← All SBAC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 3.15 $153.26–167.41 · VW $158.83i SEC
2018   Q2 3,508,194 3.15 Add 3.63% 0.11 $151.24–173.85 · VW $161.42i $579,273,000 SEC
2018   Q1 3,385,152 2.93 Buy 2.93 $151.43–177.67 · VW $165.59i $578,590,000 SEC
Price snapshot:
Current price$187.10
52-week low$161.43
52-week high$237.56