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  S&P Global Inc. (SPGI)
← All SPGI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 2.55 $235.65–284.49 · VW $266.01i SEC
2019   Q3 1,822,808 2.55 Reduce 10.67% 0.30 $220.90–255.03 · VW $240.00i $422,471,000 SEC
2019   Q2 2,040,550 2.85 Reduce 37.55% 1.49 $194.82–235.30 · VW $220.62i $439,751,000 SEC
2019   Q1 3,267,569 3.96 Buy 3.96 $177.21–209.01 · VW $198.33i $650,886,000 SEC
Price snapshot:
Current price$437.84
52-week low$359.36
52-week high$543.27