Stephen Mandel - Lone Pine Capital

History Stock Activity ▲ Share change % change to portfolio
Q4  2020
≡ BILI - Bilibili Inc. Buy 6,004,127 1.87
≡ FTCHF - Farfetch Ltd Buy 8,064,560 1.87
≡ CVNA - Carvana Co. Buy 2,448,265 2.13
≡ SNAP - Snap Inc. Buy 19,510,587 3.55
Q3  2020
≡ SHOP - Shopify Inc. Add 2.92% 488,060 0.21
≡ MSFT - Microsoft Corp. Add 3.30% 205,700 0.19
≡ META - Meta Platforms Inc. Add 11.06% 582,547 0.66
≡ UNH - United Health Group Inc. Add 30.50% 922,392 1.23
≡ GPN - Global Payments Inc. Add 33.52% 1,605,510 1.23
≡ DXCM - DexCom Inc. Add 36.38% 494,164 0.22
≡ ADSK - Autodesk Inc. Add 39.95% 835,779 0.83
≡ NFLX - Netflix Inc. Add 40.16% 645,021 1.39
≡ MTCH - Match Group Inc. Add 69.42% 3,209,737 1.52
≡ COUP-OLD - Coupa Software Inc. Add 103.79% 2,204,929 2.60
≡ BEKE - KE Holdings Inc. Buy 1,000,000 0.26
≡ PODD - Insulet Corp. Buy 462,209 0.47
≡ BILL - Bill.com Holdings Buy 2,216,266 0.95
≡ MELI - Mercadolibre Inc. Buy 213,602 0.99
≡ SNOW - Snowflake Inc. Buy 1,002,060 1.08
≡ NUAN-OLD - Nuance Communications Inc. Buy 8,480,618 1.21
≡ STNE - StoneCo Ltd. Buy 8,296,213 1.88
≡ TEAM - Atlassian Corp. Buy 3,289,546 2.57
≡ SQ - Block Inc. Buy 5,368,133 3.75
≡ DOCU - DocuSign Inc. Buy 4,135,353 3.82
Q2  2020
≡ SHOP - Shopify Inc. Add 0.22% 36,090 0.02
≡ MSFT - Microsoft Corp. Add 5.25% 310,868 0.33
≡ HUM - Humana Inc. Add 12.01% 259,953 0.52
≡ NOW - ServiceNow Inc. Add 30.71% 420,347 0.87
≡ PYPL - PayPal Holdings Inc. Add 40.11% 2,111,863 1.89
≡ META - Meta Platforms Inc. Add 49.12% 1,734,964 2.02
≡ DAY - Dayforce Inc. Add 77.47% 2,513,797 1.02
≡ TDG - TransDigm Group Inc. Add 125.62% 974,755 2.21
≡ DFS - Discover Financial Services Buy 2,035,812 0.52
≡ HWM - Howmet Aerospace Inc. Buy 7,888,593 0.64
≡ DXCM - DexCom Inc. Buy 1,358,184 0.71
≡ ZM - Zoom Video Communications Inc. Buy 1,687,453 2.20
≡ CRM - Salesforce.com Buy 3,045,252 2.93
≡ DDOG - DATADOG Inc. Buy 6,832,849 3.05
≡ COF - Capital One Financial Buy 10,278,292 3.30
≡ BKNG - Booking Holdings Inc. Buy 596,133 4.88
Q1  2020
≡ BABA - Alibaba Group Holdings Add 1.55% 96,801 0.11
≡ META - Meta Platforms Inc. Add 3.10% 106,113 0.11
≡ UNH - United Health Group Inc. Add 8.74% 370,917 0.56
≡ AMZN - Amazon.com Inc. Add 13.09% 1,349,340 0.80
≡ MSFT - Microsoft Corp. Add 16.86% 854,877 0.82
≡ CP - Canadian Pacific Kansas City Add 21.87% 2,044,865 0.55
≡ ADSK - Autodesk Inc. Add 22.36% 735,213 0.70
≡ HUM - Humana Inc. Add 46.94% 691,296 1.32
≡ GPN - Global Payments Inc. Add 52.67% 1,709,354 1.50
≡ PYPL - PayPal Holdings Inc. Add 56.51% 1,901,160 1.11
≡ UAA - Under Armour Inc. Add 94.13% 8,452,056 0.48
≡ IAC - IAC Inc. Add 104.16% 414,278 0.45
≡ LKNCY - Luckin Coffee Inc. Add 122.88% 7,455,616 1.23
≡ MTCH - Match Group Inc. Add 125.40% 3,808,603 1.53
≡ MDLA - Medallia Inc. Add 151.25% 1,115,590 0.14
≡ HUBS - HubSpot Inc. Add 244.12% 550,843 0.45
≡ CVNA - Carvana Co. Add 408.54% 4,097,265 1.37
≡ PLAN-OLD - ANAPLAN Inc. Buy 2,200,000 0.41
≡ UA - Under Armour CL C Buy 9,890,481 0.49
≡ CDNS - Cadence Design Systems Buy 1,288,594 0.52
≡ LYV - Live Nation Inc. Buy 3,046,095 0.84
≡ DAY - Dayforce Inc. Buy 3,244,680 0.99
≡ HLT - Hilton Worldwide Holdings Buy 2,952,652 1.23
≡ BBWI - Bath & Body Works Inc. Buy 26,265,094 1.85
≡ ARNC-OLD - Arconic Corp. Buy 20,660,173 2.02
≡ V - Visa Inc. Buy 3,329,975 3.26
Q4  2019
≡ UBER - Uber Technologies Inc. Add 2.78% 83,530 0.01
≡ NFLX - Netflix Inc. Add 5.86% 138,089 0.24
≡ SQ - Block Inc. Add 9.84% 788,499 0.26
≡ EFX - Equifax Inc. Add 12.37% 379,566 0.29
≡ UNP - Union Pacific Add 25.70% 660,423 0.64
≡ SHOP - Shopify Inc. Add 31.62% 4,354,810 0.93
≡ TEAM - Atlassian Corp. Add 34.51% 718,248 0.46
≡ MA - Mastercard Inc. Add 48.46% 778,839 1.25
≡ MELI - Mercadolibre Inc. Add 67.25% 390,332 1.20
≡ COUP-OLD - Coupa Software Inc. Add 67.38% 940,696 0.74
≡ META - Meta Platforms Inc. Add 75.83% 1,477,510 1.63
≡ HLF - Herbalife Nutrition Ltd. Add 85.22% 1,791,049 0.46
≡ CSX - CSX Corp. Buy 36,000 0.00
≡ HUBS - HubSpot Inc. Buy 225,647 0.19
≡ XP - XP Inc. Buy 1,200,000 0.25
≡ CVNA - Carvana Co. Buy 1,002,910 0.49
≡ IAC - IAC Inc. Buy 397,739 0.53
≡ ILMN - Illumina Inc. Buy 519,808 0.92
≡ MO - Altria Group Inc. Buy 3,536,654 0.95
≡ UAA - Under Armour Inc. Buy 8,979,557 1.04
≡ DXCM - DexCom Inc. Buy 4,235,580 1.24
≡ LKNCY - Luckin Coffee Inc. Buy 6,067,357 1.28
≡ MTCH - Match Group Inc. Buy 3,037,131 1.34
≡ PYPL - PayPal Holdings Inc. Buy 3,364,320 1.95
Q3  2019
≡ ATVI - Activision Blizzard Inc. Add 8.91% 919,853 0.29
≡ TKO - TKO Group Holdings Inc. Add 9.91% 266,875 0.11
≡ SE - Sea Ltd Add 11.87% 728,100 0.13
≡ ADSK - Autodesk Inc. Add 12.98% 517,907 0.45
≡ UNH - United Health Group Inc. Add 20.06% 756,600 0.97
≡ MELI - Mercadolibre Inc. Add 21.84% 104,044 0.34
≡ BABA - Alibaba Group Holdings Add 24.11% 1,416,900 1.39
≡ NOW - ServiceNow Inc. Add 29.45% 386,300 0.58
≡ AMZN - Amazon.com Inc. Add 33.33% 3,109,360 1.59
≡ CHWY - Chewy Inc. Add 54.01% 1,778,608 0.26