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  Thermo Fisher Scientific Inc. (TMO)
← All TMO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 3.09 $498.50–593.17 · VW $533.38i SEC
2022   Q4 587,696 3.09 Reduce 33.62% 1.42 $520.01–609.85 · VW $557.21i $323,638,310 SEC
2022   Q3 885,326 4.23 Reduce 5.04% 0.24 $475.77–580.13 · VW $538.71i $449,028,000 SEC
2022   Q2 932,292 4.78 Add 79.04% 2.11 $497.83–611.06 · VW $551.40i $506,496,000 SEC
2022   Q1 520,709 1.83 Buy 1.83 $512.10–618.36 · VW $566.01i $307,557,000 SEC
2013   Q3 0 0.00 Sell 100.00% 1.31 $89.41–103.12 · VW $97.79i SEC
2013   Q2 2,766,476 1.31 Reduce 2.83% 0.03 $81.04–92.72 · VW $87.53i $234,127,000 SEC
2013   Q1 2,847,088 1.20 Buy 1.20 $72.87–89.50 · VW $83.56i $217,774,000 SEC
Price snapshot:
Current price$528.51
52-week low$401.89
52-week high$642.71