Stephen Mandel - Lone Pine Capital

History Stock Activity Share change % change to portfolio ▲
Q2  2018
≡ MELI - Mercadolibre Inc. Add 33.76% 548,373 0.87
≡ TMUS - T-Mobile US Inc. Sell 100.00% 3,486,629 1.08
≡ STZ - Constellation Brands Reduce 20.03% 971,254 1.12
≡ WYNN - Wynn Resorts Ltd. Add 68.02% 1,537,705 1.36
≡ AMZN - Amazon.com Inc. Reduce 26.50% 3,061,840 1.38
≡ ADBE - Adobe Inc. Reduce 21.12% 1,192,966 1.54
≡ PYPL - PayPal Holdings Inc. Reduce 40.71% 4,339,053 1.91
≡ BLK - BlackRock Inc. Sell 100.00% 918,870 2.52
≡ NVDA - NVIDIA Corp. Buy 85,390,720 2.67
≡ TSM - Taiwan Semiconductor S.A. Sell 100.00% 12,349,027 2.74
≡ CP - Canadian Pacific Kansas City Buy 14,307,890 2.77
≡ AVGO - Broadcom Inc. Sell 100.00% 2,737,741 3.27
≡ META - Meta Platforms Inc. Reduce 55.79% 4,296,692 4.42
Q1  2018
≡ IQV - IQVIA Holdings Inc. Add 0.23% 22,600 0.01
≡ STZ - Constellation Brands Reduce 0.41% 20,019 0.02
≡ SE - Sea Ltd Add 22.96% 740,000 0.04
≡ EA - Electronic Arts Reduce 2.33% 170,168 0.10
≡ ADBE - Adobe Inc. Reduce 2.44% 141,200 0.15
≡ MELI - Mercadolibre Inc. Add 5.64% 86,673 0.16
≡ EXAS - Exact Sciences Corp. Buy 1,298,001 0.27
≡ GOOG - Alphabet Inc. CL C Add 8.79% 1,050,000 0.27
≡ AVGO - Broadcom Inc. Add 11.15% 274,725 0.33
≡ BABA - Alibaba Group Holdings Reduce 5.76% 365,816 0.34
≡ TRU - TransUnion Add 11.06% 1,168,919 0.34
≡ PAGS - PagSeguro Digital Ltd. Buy 1,821,925 0.35
≡ CPAY - Corpay Inc. Add 43.68% 350,111 0.36
≡ PYPL - PayPal Holdings Inc. Add 12.35% 1,171,506 0.45
≡ BKNG - Booking Holdings Inc. Reduce 7.99% 44,081 0.46
≡ BLK - BlackRock Inc. Reduce 16.76% 185,000 0.51
≡ CSX - CSX Corp. Add 17.45% 5,960,775 0.56
≡ UNH - United Health Group Inc. Add 16.83% 612,852 0.66
≡ SQ - Block Inc. Buy 2,694,573 0.67
≡ ATVI - Activision Blizzard Inc. Reduce 15.05% 2,578,546 0.88
≡ WYNN - Wynn Resorts Ltd. Add 78.00% 990,698 0.92
≡ TMUS - T-Mobile US Inc. Buy 3,486,629 1.08
≡ MSFT - Microsoft Corp. Add 26.00% 2,491,700 1.15
≡ NOW - ServiceNow Inc. Reduce 34.96% 1,439,075 1.20
≡ A - Agilent Technologies Sell 100.00% 3,607,622 1.26
≡ AMZN - Amazon.com Inc. Reduce 24.96% 3,844,000 1.41
≡ TV - Grupo Televisa SA Sell 100.00% 20,091,736 1.96
≡ CRM - Salesforce.com Sell 100.00% 4,864,570 2.60
≡ EQIX - Equinix Inc. Sell 100.00% 1,122,529 2.66
≡ MA - Mastercard Inc. Sell 100.00% 3,362,667 2.66
≡ META - Meta Platforms Inc. Add 75.01% 3,300,795 2.67
≡ TSM - Taiwan Semiconductor S.A. Buy 12,349,027 2.74
≡ SBAC - SBA Communications Corp. Buy 3,385,152 2.93
≡ CHTR - Charter Communications Sell 100.00% 1,727,722 3.03
≡ DLTR - Dollar Tree Inc. Buy 6,344,385 3.05
≡ BUD - Anheuser-Busch InBev Sell 100.00% 5,254,307 3.06
Q4  2017
≡ TV - Grupo Televisa SA Reduce 3.61% 751,731 0.07
≡ IQV - IQVIA Holdings Inc. Reduce 1.86% 187,448 0.10
≡ MELI - Mercadolibre Inc. Reduce 5.71% 93,039 0.15
≡ SE - Sea Ltd Buy 3,223,222 0.22
≡ EQIX - Equinix Inc. Reduce 11.87% 151,123 0.36
≡ TRU - TransUnion Reduce 14.36% 1,773,209 0.51
≡ META - Meta Platforms Inc. Reduce 12.56% 631,809 0.58
≡ CRM - Salesforce.com Reduce 22.43% 1,406,236 0.75
≡ MSFT - Microsoft Corp. Reduce 15.40% 1,745,076 0.78
≡ NOW - ServiceNow Inc. Reduce 21.92% 1,155,428 0.79
≡ WP - Worldpay Inc. Sell 100.00% 2,291,437 0.80
≡ UNH - United Health Group Inc. Reduce 17.29% 761,163 0.88
≡ MA - Mastercard Inc. Reduce 25.06% 1,124,702 0.89
≡ ATVI - Activision Blizzard Inc. Reduce 13.63% 2,704,966 0.90
≡ PYPL - PayPal Holdings Inc. Add 41.34% 2,774,998 1.07
≡ AAP - Advance Auto Parts Sell 100.00% 2,358,917 1.15
≡ WYNN - Wynn Resorts Ltd. Reduce 52.61% 1,410,076 1.24
≡ A - Agilent Technologies Buy 3,607,622 1.26
≡ BKNG - Booking Holdings Inc. Add 35.47% 144,519 1.31
≡ TMUS - T-Mobile US Inc. Sell 100.00% 4,561,573 1.39
≡ EA - Electronic Arts Add 72.60% 3,074,082 1.69
≡ ADBE - Adobe Inc. Add 47.27% 1,858,632 1.70
≡ TDG - TransDigm Group Inc. Buy 1,410,402 2.02
≡ BABA - Alibaba Group Holdings Reduce 27.99% 2,467,034 2.22
≡ STZ - Constellation Brands Reduce 31.19% 2,206,973 2.63
≡ BUD - Anheuser-Busch InBev Add 634.30% 4,538,756 2.64
≡ BLK - BlackRock Inc. Buy 1,103,870 2.96
≡ ICE - Intercontinental Exchange Inc. Sell 100.00% 8,749,665 2.96
≡ CSX - CSX Corp. Buy 34,150,146 3.27
≡ GOOG - Alphabet Inc. CL C Buy 11,950,060 3.27
≡ EXPE - Expedia Group Inc. Sell 100.00% 4,656,018 3.30
≡ CHTR - Charter Communications Reduce 52.80% 1,932,930 3.39
≡ AVGO - Broadcom Inc. Reduce 51.61% 2,627,344 3.52
≡ AMZN - Amazon.com Inc. Buy 15,399,920 4.70
≡ CMCSA - Comcast Corp. Sell 100.00% 32,595,590 6.18
Q3  2017
≡ TV - Grupo Televisa SA Add 1.50% 308,100 0.04
≡ EXPE - Expedia Group Inc. Add 2.93% 132,404 0.09
≡ MA - Mastercard Inc. Reduce 3.32% 154,000 0.11
≡ AAP - Advance Auto Parts Add 15.13% 310,065 0.15
≡ AVGO - Broadcom Inc. Reduce 4.31% 229,231 0.27
≡ BUD - Anheuser-Busch InBev Buy 715,551 0.42
≡ STZ - Constellation Brands Add 7.59% 499,306 0.49
≡ FWONK - Liberty Media Corp Formula One Series C Sell 100.00% 2,919,817 0.54
≡ ATVI - Activision Blizzard Inc. Reduce 7.87% 1,695,700 0.54
≡ MSFT - Microsoft Corp. Add 16.95% 1,642,105 0.60
≡ ALB - Albemarle Corp. Sell 100.00% 1,158,452 0.62
≡ SNAP - Snap Inc. Sell 100.00% 7,599,408 0.66
≡ TMUS - T-Mobile US Inc. Reduce 35.96% 2,561,944 0.78
≡ WP - Worldpay Inc. Buy 2,291,437 0.80
≡ TRU - TransUnion Add 38.64% 3,440,695 0.80
≡ ICE - Intercontinental Exchange Inc. Add 37.64% 2,392,760 0.81