Stephen Mandel - Lone Pine Capital

History Stock Activity Share change % change to portfolio ▲
Q3  2017
≡ META - Meta Platforms Inc. Reduce 18.41% 1,135,793 0.96
≡ NOW - ServiceNow Inc. Add 63.67% 2,050,681 1.19
≡ CHTR - Charter Communications Reduce 15.92% 693,180 1.24
≡ LNG - Cheniere Energy Inc. Sell 100.00% 5,186,332 1.28
≡ ATUS - Altice USA, Inc. Sell 100.00% 8,395,511 1.38
≡ ANET - Arista Networks Inc. Sell 100.00% 1,845,638 1.41
≡ CRM - Salesforce.com Add 136.77% 3,622,378 1.67
≡ WYNN - Wynn Resorts Ltd. Buy 2,680,127 1.97
≡ MELI - Mercadolibre Inc. Buy 1,630,524 2.08
≡ ULTA - Ulta Beauty Inc. Sell 100.00% 1,438,673 2.10
≡ PYPL - PayPal Holdings Inc. Buy 6,713,230 2.12
≡ CMCSA - Comcast Corp. Add 59.48% 12,157,196 2.30
≡ BABA - Alibaba Group Holdings Reduce 24.44% 2,851,789 2.43
≡ EA - Electronic Arts Buy 4,234,102 2.46
≡ UNH - United Health Group Inc. Add 158.17% 2,697,373 2.60
≡ CSX - CSX Corp. Sell 100.00% 30,944,604 2.86
≡ GEN - Gen Digital Inc. Sell 100.00% 21,085,032 3.03
≡ ORLY - O'Reilly Automotive Sell 100.00% 2,841,170 3.16
≡ BKNG - Booking Holdings Inc. Buy 407,409 3.67
≡ CPAY - Corpay Inc. Reduce 87.77% 5,754,022 4.38
Q2  2017
≡ ULTA - Ulta Beauty Inc. Reduce 5.59% 85,262 0.12
≡ TV - Grupo Televisa SA Add 11.37% 2,096,700 0.26
≡ EQIX - Equinix Inc. Reduce 11.02% 157,809 0.34
≡ TMUS - T-Mobile US Inc. Add 19.16% 1,145,298 0.35
≡ ALB - Albemarle Corp. Reduce 41.28% 814,315 0.44
≡ ANET - Arista Networks Inc. Add 45.56% 577,702 0.44
≡ SNAP - Snap Inc. Add 324.46% 5,809,044 0.50
≡ HDB - HDFC Bank Ltd. Sell 100.00% 1,312,249 0.52
≡ FWONK - Liberty Media Corp Formula One Series C Buy 2,919,817 0.54
≡ ADBE - Adobe Inc. Reduce 18.33% 882,700 0.64
≡ STZ - Constellation Brands Reduce 9.43% 684,941 0.67
≡ GEN - Gen Digital Inc. Reduce 20.29% 5,365,985 0.77
≡ META - Meta Platforms Inc. Add 20.79% 1,061,741 0.82
≡ ATVI - Activision Blizzard Inc. Reduce 13.17% 3,265,525 0.96
≡ CSX - CSX Corp. Reduce 28.26% 12,190,665 1.13
≡ CRM - Salesforce.com Buy 2,648,428 1.17
≡ AAP - Advance Auto Parts Buy 2,048,852 1.22
≡ BABA - Alibaba Group Holdings Add 17.89% 1,770,085 1.27
≡ HUM - Humana Inc. Sell 100.00% 1,184,119 1.28
≡ CMCSA - Comcast Corp. Add 48.75% 6,698,312 1.33
≡ ATUS - Altice USA, Inc. Buy 8,395,511 1.38
≡ OVV - Ovintiv Inc. Sell 100.00% 4,693,165 1.45
≡ ALGN - Align Technology Inc. Sell 100.00% 2,476,534 1.50
≡ CPAY - Corpay Inc. Add 45.62% 2,053,731 1.51
≡ SHPG - Shire plc Sell 100.00% 1,714,306 1.57
≡ UNH - United Health Group Inc. Buy 1,705,353 1.61
≡ COMM - CommScope Holding Co. Sell 100.00% 7,427,085 1.63
≡ RICE-OLD - Rice Energy Inc. Sell 100.00% 13,704,768 1.71
≡ NOW - ServiceNow Inc. Buy 3,220,940 1.74
≡ EXPE - Expedia Group Inc. Add 113.19% 2,401,713 1.82
≡ IQV - IQVIA Holdings Inc. Add 68.27% 4,079,739 1.86
≡ TRU - TransUnion Buy 8,905,062 1.96
≡ ICE - Intercontinental Exchange Inc. Buy 6,356,905 2.13
≡ CHTR - Charter Communications Reduce 23.22% 1,316,402 2.26
≡ DLTR - Dollar Tree Inc. Sell 100.00% 6,544,364 2.70
≡ BKNG - Booking Holdings Inc. Sell 100.00% 297,090 2.78
≡ MA - Mastercard Inc. Buy 4,641,369 2.87
≡ V - Visa Inc. Sell 100.00% 6,165,815 2.88
≡ ORLY - O'Reilly Automotive Buy 2,841,170 3.16
≡ MSFT - Microsoft Corp. Buy 9,687,742 3.40
≡ EA - Electronic Arts Sell 100.00% 7,779,975 3.67
≡ NKE - NIKE Inc. Sell 100.00% 19,159,688 5.62
Q1  2017
≡ BKNG - Booking Holdings Inc. Reduce 2.42% 7,381 0.07
≡ ADBE - Adobe Inc. Reduce 4.24% 213,003 0.15
≡ CPAY - Corpay Inc. Reduce 3.99% 187,062 0.15
≡ OVV - Ovintiv Inc. Add 12.34% 515,477 0.16
≡ SHPG - Shire plc Reduce 9.98% 190,000 0.17
≡ SNAP - Snap Inc. Buy 1,790,364 0.18
≡ V - Visa Inc. Reduce 5.89% 385,662 0.18
≡ ULTA - Ulta Beauty Inc. Reduce 15.23% 273,703 0.41
≡ META - Meta Platforms Inc. Reduce 13.86% 821,600 0.61
≡ TV - Grupo Televisa SA Add 36.25% 4,905,570 0.67
≡ STZ - Constellation Brands Add 13.81% 881,400 0.75
≡ EA - Electronic Arts Reduce 17.43% 1,642,200 0.77
≡ COMM - CommScope Holding Co. Add 95.82% 3,634,214 0.80
≡ ANET - Arista Networks Inc. Buy 1,267,936 0.88
≡ EQIX - Equinix Inc. Reduce 25.16% 481,223 1.02
≡ ATVI - Activision Blizzard Inc. Add 20.11% 4,152,156 1.09
≡ ALB - Albemarle Corp. Buy 1,972,767 1.10
≡ DLTR - Dollar Tree Inc. Reduce 29.75% 2,771,770 1.14
≡ RICE-OLD - Rice Energy Inc. Add 266.92% 9,969,733 1.24
≡ ICE - Intercontinental Exchange Inc. Sell 100.00% 4,225,637 1.25
≡ HUM - Humana Inc. Buy 1,184,119 1.28
≡ BABA - Alibaba Group Holdings Add 29.89% 2,277,604 1.29
≡ NKE - NIKE Inc. Add 33.08% 4,762,738 1.40
≡ EXPE - Expedia Group Inc. Reduce 50.85% 2,195,631 1.46
≡ EBAY - eBay Inc. Sell 100.00% 9,605,806 1.49
≡ LULU - Lululemon Athletica Inc. Sell 100.00% 4,504,208 1.53
≡ CHTR - Charter Communications Add 20.24% 954,462 1.64
≡ AVGO - Broadcom Inc. Add 49.28% 1,756,126 2.02
≡ TMUS - T-Mobile US Inc. Buy 5,978,219 2.03
≡ GEN - Gen Digital Inc. Add 99.30% 13,179,109 2.13
≡ VMC - Vulcan Materials Sell 100.00% 3,738,010 2.45
≡ BAC - Bank of America Corp. Sell 100.00% 21,671,362 2.51
≡ IQV - IQVIA Holdings Inc. Buy 5,976,041 2.53
≡ GOOG - Alphabet Inc. CL C Sell 100.00% 12,558,060 2.54
≡ PNC - PNC Financial Services Sell 100.00% 4,196,144 2.57
≡ PYPL - PayPal Holdings Inc. Sell 100.00% 12,499,315 2.58
≡ TDG - TransDigm Group Inc. Sell 100.00% 2,028,392 2.64
≡ WMB - Williams Cos. Sell 100.00% 16,327,936 2.66