Stephen Mandel - Lone Pine Capital

History Stock Activity Share change % change to portfolio ▼
Q2  2018
≡ BABA - Alibaba Group Holdings Add 6.90% 412,538 0.40
≡ NOW - ServiceNow Inc. Add 12.59% 337,135 0.31
≡ EXAS - Exact Sciences Corp. Sell 100.00% 1,298,001 0.27
≡ BKNG - Booking Holdings Inc. Add 4.57% 23,213 0.25
≡ MSFT - Microsoft Corp. Add 3.54% 428,000 0.22
≡ PAGS - PagSeguro Digital Ltd. Add 75.04% 1,367,194 0.20
≡ UNH - United Health Group Inc. Reduce 3.13% 133,000 0.17
≡ CPAY - Corpay Inc. Reduce 12.04% 138,597 0.15
≡ IQV - IQVIA Holdings Inc. Add 2.32% 229,190 0.12
≡ ATVI - Activision Blizzard Inc. Reduce 2.05% 298,316 0.12
≡ SBAC - SBA Communications Corp. Add 3.63% 123,042 0.11
≡ CSX - CSX Corp. Reduce 1.33% 534,216 0.06
≡ GOOG - Alphabet Inc. CL C Add 1.20% 156,000 0.05
Q1  2018
≡ BUD - Anheuser-Busch InBev Sell 100.00% 5,254,307 3.06
≡ DLTR - Dollar Tree Inc. Buy 6,344,385 3.05
≡ CHTR - Charter Communications Sell 100.00% 1,727,722 3.03
≡ SBAC - SBA Communications Corp. Buy 3,385,152 2.93
≡ TSM - Taiwan Semiconductor S.A. Buy 12,349,027 2.74
≡ META - Meta Platforms Inc. Add 75.01% 3,300,795 2.67
≡ EQIX - Equinix Inc. Sell 100.00% 1,122,529 2.66
≡ MA - Mastercard Inc. Sell 100.00% 3,362,667 2.66
≡ CRM - Salesforce.com Sell 100.00% 4,864,570 2.60
≡ TV - Grupo Televisa SA Sell 100.00% 20,091,736 1.96
≡ AMZN - Amazon.com Inc. Reduce 24.96% 3,844,000 1.41
≡ A - Agilent Technologies Sell 100.00% 3,607,622 1.26
≡ NOW - ServiceNow Inc. Reduce 34.96% 1,439,075 1.20
≡ MSFT - Microsoft Corp. Add 26.00% 2,491,700 1.15
≡ TMUS - T-Mobile US Inc. Buy 3,486,629 1.08
≡ WYNN - Wynn Resorts Ltd. Add 78.00% 990,698 0.92
≡ ATVI - Activision Blizzard Inc. Reduce 15.05% 2,578,546 0.88
≡ SQ - Block Inc. Buy 2,694,573 0.67
≡ UNH - United Health Group Inc. Add 16.83% 612,852 0.66
≡ CSX - CSX Corp. Add 17.45% 5,960,775 0.56
≡ BLK - BlackRock Inc. Reduce 16.76% 185,000 0.51
≡ BKNG - Booking Holdings Inc. Reduce 7.99% 44,081 0.46
≡ PYPL - PayPal Holdings Inc. Add 12.35% 1,171,506 0.45
≡ CPAY - Corpay Inc. Add 43.68% 350,111 0.36
≡ PAGS - PagSeguro Digital Ltd. Buy 1,821,925 0.35
≡ TRU - TransUnion Add 11.06% 1,168,919 0.34
≡ BABA - Alibaba Group Holdings Reduce 5.76% 365,816 0.34
≡ AVGO - Broadcom Inc. Add 11.15% 274,725 0.33
≡ GOOG - Alphabet Inc. CL C Add 8.79% 1,050,000 0.27
≡ EXAS - Exact Sciences Corp. Buy 1,298,001 0.27
≡ MELI - Mercadolibre Inc. Add 5.64% 86,673 0.16
≡ ADBE - Adobe Inc. Reduce 2.44% 141,200 0.15
≡ EA - Electronic Arts Reduce 2.33% 170,168 0.10
≡ SE - Sea Ltd Add 22.96% 740,000 0.04
≡ STZ - Constellation Brands Reduce 0.41% 20,019 0.02
≡ IQV - IQVIA Holdings Inc. Add 0.23% 22,600 0.01
Q4  2017
≡ CMCSA - Comcast Corp. Sell 100.00% 32,595,590 6.18
≡ AMZN - Amazon.com Inc. Buy 15,399,920 4.70
≡ AVGO - Broadcom Inc. Reduce 51.61% 2,627,344 3.52
≡ CHTR - Charter Communications Reduce 52.80% 1,932,930 3.39
≡ EXPE - Expedia Group Inc. Sell 100.00% 4,656,018 3.30
≡ CSX - CSX Corp. Buy 34,150,146 3.27
≡ GOOG - Alphabet Inc. CL C Buy 11,950,060 3.27
≡ ICE - Intercontinental Exchange Inc. Sell 100.00% 8,749,665 2.96
≡ BLK - BlackRock Inc. Buy 1,103,870 2.96
≡ BUD - Anheuser-Busch InBev Add 634.30% 4,538,756 2.64
≡ STZ - Constellation Brands Reduce 31.19% 2,206,973 2.63
≡ BABA - Alibaba Group Holdings Reduce 27.99% 2,467,034 2.22
≡ TDG - TransDigm Group Inc. Buy 1,410,402 2.02
≡ ADBE - Adobe Inc. Add 47.27% 1,858,632 1.70
≡ EA - Electronic Arts Add 72.60% 3,074,082 1.69
≡ TMUS - T-Mobile US Inc. Sell 100.00% 4,561,573 1.39
≡ BKNG - Booking Holdings Inc. Add 35.47% 144,519 1.31
≡ A - Agilent Technologies Buy 3,607,622 1.26
≡ WYNN - Wynn Resorts Ltd. Reduce 52.61% 1,410,076 1.24
≡ AAP - Advance Auto Parts Sell 100.00% 2,358,917 1.15
≡ PYPL - PayPal Holdings Inc. Add 41.34% 2,774,998 1.07
≡ ATVI - Activision Blizzard Inc. Reduce 13.63% 2,704,966 0.90
≡ MA - Mastercard Inc. Reduce 25.06% 1,124,702 0.89
≡ UNH - United Health Group Inc. Reduce 17.29% 761,163 0.88
≡ WP - Worldpay Inc. Sell 100.00% 2,291,437 0.80
≡ NOW - ServiceNow Inc. Reduce 21.92% 1,155,428 0.79
≡ MSFT - Microsoft Corp. Reduce 15.40% 1,745,076 0.78
≡ CRM - Salesforce.com Reduce 22.43% 1,406,236 0.75
≡ META - Meta Platforms Inc. Reduce 12.56% 631,809 0.58
≡ TRU - TransUnion Reduce 14.36% 1,773,209 0.51
≡ EQIX - Equinix Inc. Reduce 11.87% 151,123 0.36
≡ SE - Sea Ltd Buy 3,223,222 0.22
≡ MELI - Mercadolibre Inc. Reduce 5.71% 93,039 0.15
≡ IQV - IQVIA Holdings Inc. Reduce 1.86% 187,448 0.10
≡ TV - Grupo Televisa SA Reduce 3.61% 751,731 0.07
Q3  2017
≡ CPAY - Corpay Inc. Reduce 87.77% 5,754,022 4.38
≡ BKNG - Booking Holdings Inc. Buy 407,409 3.67
≡ ORLY - O'Reilly Automotive Sell 100.00% 2,841,170 3.16
≡ GEN - Gen Digital Inc. Sell 100.00% 21,085,032 3.03
≡ CSX - CSX Corp. Sell 100.00% 30,944,604 2.86
≡ UNH - United Health Group Inc. Add 158.17% 2,697,373 2.60
≡ EA - Electronic Arts Buy 4,234,102 2.46
≡ BABA - Alibaba Group Holdings Reduce 24.44% 2,851,789 2.43
≡ CMCSA - Comcast Corp. Add 59.48% 12,157,196 2.30
≡ PYPL - PayPal Holdings Inc. Buy 6,713,230 2.12
≡ ULTA - Ulta Beauty Inc. Sell 100.00% 1,438,673 2.10
≡ MELI - Mercadolibre Inc. Buy 1,630,524 2.08
≡ WYNN - Wynn Resorts Ltd. Buy 2,680,127 1.97
≡ CRM - Salesforce.com Add 136.77% 3,622,378 1.67
≡ ANET - Arista Networks Inc. Sell 100.00% 1,845,638 1.41
≡ ATUS - Altice USA, Inc. Sell 100.00% 8,395,511 1.38