Stephen Mandel - Lone Pine Capital

History Stock Activity Share change % change to portfolio ▼
Q2  2022
≡ FTCHF - Farfetch Ltd Sell 100.00% 17,201,243 1.55
≡ HUBS - HubSpot Inc. Sell 100.00% 446,951 1.26
≡ SQ - Block Inc. Reduce 99.20% 2,960,328 1.24
≡ DKS - Dick's Sporting Goods Inc. Add 34.39% 1,283,498 0.91
≡ TSM - Taiwan Semiconductor S.A. Add 11.95% 953,547 0.74
≡ TEAM - Atlassian Corp. Add 15.57% 218,148 0.39
≡ UNH - United Health Group Inc. Reduce 7.54% 65,266 0.32
≡ FICO - Fair Isaac Corp. Buy 42,616 0.16
≡ WDAY - Workday Inc. Reduce 2.02% 103,322 0.14
≡ RH - RH Add 3.74% 63,876 0.13
≡ AMZN - Amazon.com Inc. Add 0.69% 61,565 0.06
≡ GROV - Grove Collaborative Holdings Buy 100,000 0.02
Q1  2022
≡ MA - Mastercard Inc. Reduce 49.84% 2,403,636 5.12
≡ TSM - Taiwan Semiconductor S.A. Buy 7,981,414 4.95
≡ META - Meta Platforms Inc. Buy 3,662,065 4.85
≡ UNH - United Health Group Inc. Reduce 62.30% 1,430,509 4.35
≡ AMZN - Amazon.com Inc. Reduce 27.79% 3,430,460 3.33
≡ SNAP - Snap Inc. Reduce 44.86% 15,016,889 3.21
≡ DASH - DoorDash Inc. Reduce 44.80% 3,697,290 2.58
≡ BEKE - KE Holdings Inc. Sell 100.00% 30,957,063 2.55
≡ ADBE - Adobe Inc. Sell 100.00% 1,093,713 2.54
≡ TEAM - Atlassian Corp. Buy 1,401,024 2.45
≡ SNOW - Snowflake Inc. Sell 100.00% 1,646,640 2.29
≡ DKS - Dick's Sporting Goods Inc. Buy 3,731,656 2.22
≡ SQ - Block Inc. Add 975.85% 2,706,743 2.19
≡ NTES - NetEase.com Inc. Sell 100.00% 4,452,541 1.86
≡ BILL - Bill.com Holdings Buy 1,365,353 1.84
≡ V - Visa Inc. Reduce 28.78% 1,391,244 1.83
≡ TMO - Thermo Fisher Scientific Buy 520,709 1.83
≡ MTCH - Match Group Inc. Reduce 30.10% 2,670,840 1.73
≡ SHOP - Shopify Inc. Reduce 25.57% 3,553,320 1.43
≡ CFLT - Confluent Inc. Sell 100.00% 4,398,572 1.37
≡ PVH - PVH Corp. Sell 100.00% 3,065,646 1.34
≡ HUBS - HubSpot Inc. Buy 446,951 1.26
≡ WDAY - Workday Inc. Reduce 11.90% 692,155 0.99
≡ FTCHF - Farfetch Ltd Reduce 29.62% 7,238,690 0.65
≡ BBWI - Bath & Body Works Inc. Reduce 8.55% 2,078,555 0.59
≡ MSFT - Microsoft Corp. Add 6.45% 302,617 0.56
≡ AMPL - Amplitude Inc. Sell 100.00% 1,877,000 0.41
≡ FCNCA - First Citizens Bancshares Buy 91,634 0.36
≡ DDOG - DATADOG Inc. Reduce 9.39% 307,393 0.28
≡ VSCO - Victoria's Secret & Co. Reduce 9.75% 799,108 0.24
≡ RH - RH Add 6.57% 105,305 0.20
≡ NOW - ServiceNow Inc. Reduce 1.32% 26,438 0.09
≡ MQ - Marqeta Inc. Reduce 4.96% 866,969 0.06
≡ FRSH - Freshworks Inc. Sell 100.00% 275,000 0.03
Q4  2021
≡ MA - Mastercard Inc. Buy 4,822,796 7.10
≡ TWTR-OLD - Twitter Inc. Sell 100.00% 21,533,828 4.38
≡ MRNA - Moderna Inc. Sell 100.00% 3,316,199 4.30
≡ V - Visa Inc. Buy 4,833,625 4.29
≡ META - Meta Platforms Inc. Sell 100.00% 3,074,926 3.52
≡ AMZN - Amazon.com Inc. Add 70.95% 5,124,180 3.50
≡ COUP-OLD - Coupa Software Inc. Sell 100.00% 4,566,251 3.37
≡ SQ - Block Inc. Reduce 94.85% 5,103,492 3.31
≡ DXCM - DexCom Inc. Sell 100.00% 5,764,908 2.66
≡ IBN - ICICI Bank Ltd. Sell 100.00% 39,750,227 2.53
≡ SNOW - Snowflake Inc. Buy 1,646,640 2.29
≡ CVNA - Carvana Co. Sell 100.00% 2,142,309 2.18
≡ SNAP - Snap Inc. Add 47.88% 10,839,980 2.09
≡ ADBE - Adobe Inc. Reduce 44.06% 861,474 2.00
≡ BILI - Bilibili Inc. Sell 100.00% 8,612,782 1.92
≡ STNE - StoneCo Ltd. Sell 100.00% 15,093,113 1.77
≡ TDG - TransDigm Group Inc. Sell 100.00% 784,342 1.65
≡ UNH - United Health Group Inc. Reduce 23.62% 709,903 1.46
≡ NTES - NetEase.com Inc. Add 338.51% 3,437,153 1.44
≡ MQ - Marqeta Inc. Add 566.67% 14,855,275 1.05
≡ DDOG - DATADOG Inc. Reduce 29.57% 1,374,036 1.00
≡ CFLT - Confluent Inc. Add 215.39% 3,003,928 0.94
≡ WDAY - Workday Inc. Add 16.90% 840,799 0.94
≡ ASND - Ascendis Pharma Sell 100.00% 1,436,981 0.77
≡ RH - RH Add 24.27% 313,268 0.69
≡ MTCH - Match Group Inc. Add 14.13% 1,098,413 0.60
≡ SG - Sweetgreen Inc Class A Buy 4,556,503 0.60
≡ NOW - ServiceNow Inc. Reduce 8.59% 188,355 0.50
≡ DASH - DoorDash Inc. Add 10.62% 791,912 0.48
≡ FATE - Fate Therapeutics Inc. Sell 100.00% 2,199,284 0.44
≡ FIGS - FIGS Inc. Sell 100.00% 2,485,894 0.31
≡ AVDX - Avidxchange Holdings Inc Buy 5,080,632 0.31
≡ SHOP - Shopify Inc. Reduce 2.83% 405,000 0.23
≡ FTCHF - Farfetch Ltd Add 6.51% 1,494,801 0.20
≡ PVH - PVH Corp. Reduce 7.03% 231,963 0.10
≡ ZYME - Zymeworks Inc. Sell 100.00% 976,735 0.10
≡ VSCO - Victoria's Secret & Co. Reduce 4.81% 413,733 0.09
≡ BEKE - KE Holdings Inc. Add 2.50% 755,277 0.06
≡ FMTX-OLD - Forma Therapeutics Hldgs Sell 100.00% 800,000 0.06
≡ AMPL - Amplitude Inc. Add 15.37% 250,000 0.05
Q3  2021
≡ GPN - Global Payments Inc. Sell 100.00% 5,542,294 3.35
≡ TWTR-OLD - Twitter Inc. Add 117.45% 11,630,881 2.37
≡ META - Meta Platforms Inc. Reduce 38.33% 1,910,783 2.19
≡ MA - Mastercard Inc. Sell 100.00% 1,803,798 2.12
≡ BILI - Bilibili Inc. Buy 8,612,782 1.92
≡ VSCO - Victoria's Secret & Co. Buy 8,609,543 1.60
≡ AMZN - Amazon.com Inc. Reduce 25.50% 2,472,580 1.37
≡ WDAY - Workday Inc. Add 45.12% 1,546,502 1.30
≡ BEKE - KE Holdings Inc. Add 131.09% 17,132,569 1.06
≡ SHOP - Shopify Inc. Reduce 12.40% 2,024,150 0.92
≡ ADBE - Adobe Inc. Reduce 19.11% 461,765 0.90
≡ MRNA - Moderna Inc. Reduce 16.91% 674,698 0.87
≡ DXCM - DexCom Inc. Reduce 22.86% 1,708,240 0.79
≡ STNE - StoneCo Ltd. Add 70.61% 6,246,680 0.73