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  TransUnion (TRU)
← All TRU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 2.62 $63.37–73.71 · VW $68.58i SEC
2019   Q1 6,435,350 2.62 Reduce 36.44% 1.48 $53.93–66.98 · VW $62.44i $430,139,000 SEC
2018   Q4 10,124,771 4.06 Add 3.11% 0.12 $52.15–75.75 · VW $63.75i $575,087,000 SEC
2018   Q3 9,819,201 3.88 Reduce 3.07% 0.12 $70.38–79.48 · VW $74.31i $722,497,000 SEC
2018   Q2 10,129,801 3.95 Reduce 13.73% 0.46 $55.03–73.22 · VW $66.90i $725,699,000 SEC
2018   Q1 11,741,467 3.38 Add 11.06% 0.34 $53.11–61.42 · VW $57.45i $666,680,000 SEC
2017   Q4 10,572,548 3.03 Reduce 14.36% 0.44 $46.92–56.77 · VW $53.40i $581,067,000 SEC
2017   Q3 12,345,757 3.04 Add 38.64% 0.85 $41.07–49.46 · VW $46.06i $583,460,000 SEC
2017   Q2 8,905,062 2.06 Buy 2.06 $37.64–44.88 · VW $41.72i $385,678,000 SEC
Price snapshot:
Current price$76.21
52-week low$63.37
52-week high$98.77