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  Visa Inc. (V)
← All V superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 92,775 0.22 Add 509.68% 0.18 $294.32–358.62 · VW $320.78i $28,040,316 SEC
2025   Q4 15,217 0.04 Buy 0.04 $318.00–356.73 · VW $340.10i $5,336,754 SEC
2023   Q3 0 0.00 Sell 100.00% 2.70 $227.68–250.06 · VW $238.49i SEC
2023   Q2 1,241,941 2.70 Reduce 16.25% 0.50 $216.14–238.28 · VW $229.20i $294,936,149 SEC
2023   Q1 1,482,970 3.10 Reduce 28.83% 1.19 $206.16–234.30 · VW $222.19i $334,350,416 SEC
2022   Q4 2,083,747 4.13 Reduce 3.58% 0.13 $174.60–219.98 · VW $205.36i $432,919,277 SEC
2022   Q3 2,161,028 3.62 $177.65 $383,907,000 SEC
2022   Q2 2,161,028 4.01 Reduce 37.22% 1.69 $185.91–229.24 · VW $207.05i $425,485,000 SEC
2022   Q1 3,442,381 4.54 Reduce 28.78% 1.23 $186.67–235.85 · VW $215.62i $763,417,000 SEC
2021   Q4 4,833,625 4.29 Buy 4.29 $190.10–236.96 · VW $208.63i $1,047,495,000 SEC
2020   Q3 0 0.00 Sell 100.00% 2.39 $187.18–217.35 · VW $200.76i SEC
2020   Q2 2,411,124 2.39 Reduce 27.59% 0.93 $150.60–202.18 · VW $182.73i $465,757,000 SEC
2020   Q1 3,329,975 3.37 Buy 3.37 $133.93–214.17 · VW $177.94i $536,526,000 SEC
2017   Q2 0 0.00 Sell 100.00% 2.96 $88.13–96.60 · VW $93.14i SEC
2017   Q1 6,165,815 2.96 Reduce 5.89% 0.16 $78.49–92.05 · VW $85.94i $547,956,000 SEC
2016   Q4 6,551,477 2.68 Add 180.26% 1.72 $75.17–83.96 · VW $79.70i $511,146,000 SEC
2016   Q3 2,337,675 0.88 Reduce 67.57% 1.67 $73.83–83.79 · VW $79.96i $193,326,000 SEC
2016   Q2 7,207,771 2.47 Reduce 3.71% 0.11 $73.25–81.73 · VW $77.49i $534,600,000 SEC
2016   Q1 7,485,352 2.95 Reduce 41.38% 1.90 $66.12–77.00 · VW $72.89i $572,480,000 SEC
2015   Q4 12,769,259 4.60 Add 30.71% 1.08 $68.36–81.01 · VW $77.04i $990,256,000 SEC
2015   Q3 9,769,463 3.33 Add 9.76% 0.30 $60.00–76.92 · VW $70.54i $680,541,000 SEC
2015   Q2 8,900,538 2.94 Reduce 6.41% 0.19 $64.35–70.69 · VW $67.60i $597,671,000 SEC
2015   Q1 9,510,268 3.03 Add 34.21% 0.77 $61.29–69.66 · VW $65.64i $622,067,000 SEC
2014   Q4 7,086,076 2.42 Buy 2.42 $48.80–67.33 · VW $60.83i $464,492,282 SEC
2013   Q4 0 0.00 Sell 100.00% 1.22 $45.03–55.68 · VW $50.93i SEC
2013   Q3 4,974,060 1.22 Reduce 5.80% 0.08 $42.75–50.22 · VW $45.50i $237,636,000 SEC
2013   Q2 5,280,420 1.35 Reduce 32.61% 0.60 $40.32–46.31 · VW $43.76i $241,249,000 SEC
2013   Q1 7,835,360 1.83 Reduce 12.84% 0.29 $38.48–42.74 · VW $40.16i $332,689,000 SEC
2012   Q4 8,989,360 2.26 Reduce 22.70% 0.57 $33.72–38.13 · VW $36.24i $340,652,000 SEC
2012   Q3 11,629,604 2.49 Reduce 11.69% 0.30 $29.77–34.16 · VW $32.33i $390,406,000 SEC
2012   Q2 13,169,604 2.54 Reduce 27.42% 1.00 $27.99–31.34 · VW $29.85i $407,040,000 SEC
2012   Q1 18,145,544 3.64 Reduce 5.43% 0.21 $24.58–30.17 · VW $27.47i $535,294,000 SEC
2011   Q4 19,188,312 3.92 Add 111.12% 2.06 $20.43–25.86 · VW $23.60i $487,047,000 SEC
2011   Q3 9,088,768 1.74 Buy 1.74 $19.03–23.69 · VW $21.52i $194,772,000 SEC
2010   Q4 0 0.00 Sell 100.00% 2.67 $16.63–20.44 · VW $18.64i SEC
2010   Q3 10,866,428 2.67 Add 23.20% 0.50 $16.23–19.45 · VW $17.98i $201,735,000 SEC
2010   Q2 8,820,468 2.24 Reduce 39.37% 1.29 $17.07–24.30 · VW $19.65i $156,012,000 SEC
2010   Q1 14,548,804 3.29 Reduce 33.46% 2.02 $20.14–23.41 · VW $21.61i $331,094,000 SEC
2009   Q4 21,863,496 6.05 Buy 6.05 $16.64–22.42 · VW $20.01i $478,045,000 SEC
2009   Q3 0 0.00 Sell 100.00% 8.29 $14.50–18.75 · VW $16.90i SEC
2009   Q2 27,144,892 8.29 Reduce 25.47% 2.39 $13.41–17.81 · VW $16.07i $422,510,000 SEC
2009   Q1 36,423,828 9.38 Add 7.95% 0.69 $10.44–14.49 · VW $13.18i $506,291,000 SEC
2008   Q4 33,742,208 9.96 Add 81.33% 4.47 $10.89–15.53 · VW $13.25i $442,445,000 SEC
2008   Q3 18,607,880 5.77 Add 179.90% 3.71 $13.97–20.60 · VW $17.72i $285,584,000 SEC
2008   Q2 6,648,000 2.32 Reduce 57.38% 2.42 $15.08–22.46 · VW $20.16i
IPO/listing quarter
$135,137,000 SEC
2008   Q1 15,600,000 4.22 Buy 4.22 $15.59 $243,204,000 SEC
Price snapshot:
Current price$357.75
Avg. buy price$310.19
+/- since buy15.33%
52-week low$293.28
52-week high$365.02