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  Stoneco Ltd (STNE)
← All STNE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 1.77 $14.02–40.04 · VW $22.44i SEC
2021   Q3 15,093,113 1.77 Add 70.61% 0.73 $34.28–70.74 · VW $50.03i $524,033,000 SEC
2021   Q2 8,846,433 1.91 Add 35.39% 0.50 $55.13–71.08 · VW $64.69i $593,242,000 SEC
2021   Q1 6,534,257 1.45 Add 2.60% 0.04 $57.35–95.12 · VW $75.32i $400,027,000 SEC
2020   Q4 6,368,457 1.94 Reduce 23.24% 0.44 $50.40–87.23 · VW $67.46i $534,441,000 SEC
2020   Q3 8,296,213 1.88 Buy 1.88 $36.71–55.43 · VW $48.90i $438,787,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.48 $28.04–39.45 · VW $33.69i SEC
2019   Q2 2,528,303 0.48 Add 21.65% 0.09 $23.15–45.62 · VW $30.51i $74,787,000 SEC
2019   Q1 2,078,303 0.52 Reduce 33.31% 0.14 $19.82–44.50 · VW $32.88i $85,439,000 SEC
2018   Q4 3,116,475 0.41 Buy 0.41 $16.14–32.50 · VW $25.27i
IPO/listing quarter
$57,468,000 SEC