Stephen Mandel - Lone Pine Capital

History Stock Activity Share change % change to portfolio ▼
Q3  2021
≡ RH - RH Add 26.43% 269,795 0.61
≡ NOW - ServiceNow Inc. Reduce 11.13% 274,857 0.58
≡ DDOG - DATADOG Inc. Reduce 20.32% 1,184,668 0.56
≡ MSFT - Microsoft Corp. Reduce 11.01% 581,000 0.55
≡ FTCHF - Farfetch Ltd Add 21.62% 4,078,246 0.52
≡ BBWI - Bath & Body Works Inc. Reduce 7.48% 1,964,826 0.42
≡ VTEX - VTEX Buy 5,274,887 0.37
≡ AMPL - Amplitude Inc. Buy 1,627,000 0.30
≡ NTES - NetEase.com Inc. Buy 1,015,388 0.29
≡ SQ - Block Inc. Reduce 5.85% 334,407 0.27
≡ IBN - ICICI Bank Ltd. Reduce 7.89% 3,405,599 0.22
≡ FIGS - FIGS Inc. Reduce 41.84% 1,788,683 0.22
≡ PVH - PVH Corp. Add 21.25% 577,900 0.20
≡ MQ - Marqeta Inc. Buy 2,621,520 0.20
≡ CFLT - Confluent Inc. Add 114.56% 744,644 0.15
≡ TDG - TransDigm Group Inc. Add 9.32% 66,879 0.14
≡ FATE - Fate Therapeutics Inc. Add 25.72% 450,000 0.09
≡ SNAP - Snap Inc. Reduce 1.32% 303,625 0.08
≡ COUP-OLD - Coupa Software Inc. Reduce 2.21% 103,386 0.08
≡ FRSH - Freshworks Inc. Buy 275,000 0.04
≡ S - SentinelOne Inc. Sell 100.00% 175,000 0.02
≡ MTCH - Match Group Inc. Add 0.35% 27,367 0.01
Q2  2021
≡ MELI - Mercadolibre Inc. Sell 100.00% 715,152 3.82
≡ NFLX - Netflix Inc. Sell 100.00% 1,828,120 3.46
≡ MRNA - Moderna Inc. Buy 3,990,897 3.02
≡ TEAM - Atlassian Corp. Sell 100.00% 2,974,571 2.28
≡ MSFT - Microsoft Corp. Reduce 32.58% 2,549,125 2.23
≡ RH - RH Buy 1,020,825 2.23
≡ TWTR-OLD - Twitter Inc. Buy 9,902,947 2.20
≡ SQ - Block Inc. Add 81.72% 2,570,126 2.02
≡ BEKE - KE Holdings Inc. Buy 13,069,217 2.01
≡ NOW - ServiceNow Inc. Add 66.95% 990,073 1.75
≡ BILI - Bilibili Inc. Sell 100.00% 4,200,332 1.63
≡ TDG - TransDigm Group Inc. Buy 717,463 1.50
≡ BILL - Bill.com Holdings Sell 100.00% 2,820,713 1.49
≡ NUAN-OLD - Nuance Communications Inc. Sell 100.00% 9,009,792 1.43
≡ SNOW - Snowflake Inc. Sell 100.00% 1,267,426 1.06
≡ WDAY - Workday Inc. Add 59.16% 1,273,903 0.98
≡ BPMC - Blueprint Medicines Corp. Sell 100.00% 2,709,138 0.96
≡ PVH - PVH Corp. Buy 2,719,709 0.94
≡ FTCHF - Farfetch Ltd Add 37.90% 5,185,556 0.84
≡ MTCH - Match Group Inc. Add 24.85% 1,541,815 0.80
≡ GPN - Global Payments Inc. Add 30.55% 1,296,998 0.78
≡ META - Meta Platforms Inc. Reduce 11.95% 676,650 0.76
≡ DXCM - DexCom Inc. Reduce 21.27% 2,019,444 0.69
≡ FIGS - FIGS Inc. Buy 4,274,577 0.69
≡ ARGX - Argenx SE Sell 100.00% 546,259 0.55
≡ STNE - StoneCo Ltd. Add 35.39% 2,312,176 0.50
≡ COUP-OLD - Coupa Software Inc. Add 12.47% 517,724 0.44
≡ DASH - DoorDash Inc. Add 10.96% 736,606 0.42
≡ ADBE - Adobe Inc. Reduce 7.83% 205,454 0.39
≡ SHOP - Shopify Inc. Reduce 4.67% 799,400 0.38
≡ PODD - Insulet Corp. Sell 100.00% 380,690 0.36
≡ MA - Mastercard Inc. Reduce 11.22% 227,935 0.27
≡ CVNA - Carvana Co. Reduce 11.04% 265,900 0.26
≡ SNAP - Snap Inc. Reduce 4.47% 1,073,292 0.24
≡ DDOG - DATADOG Inc. Reduce 10.86% 710,581 0.24
≡ UNH - United Health Group Inc. Reduce 4.47% 140,584 0.18
≡ MDB - MongoDB Inc. Sell 100.00% 131,371 0.13
≡ CFLT - Confluent Inc. Buy 650,000 0.10
≡ XM-OLD - Qualtrics International Inc. CL A Sell 100.00% 650,000 0.08
≡ AMZN - Amazon.com Inc. Add 0.62% 59,940 0.03
≡ S - SentinelOne Inc. Buy 175,000 0.02
Q1  2021
≡ DOCU - DocuSign Inc. Sell 100.00% 4,056,072 3.28
≡ AMZN - Amazon.com Inc. Add 87.36% 4,492,360 2.52
≡ IBN - ICICI Bank Ltd. Buy 43,155,826 2.51
≡ ADSK - Autodesk Inc. Sell 100.00% 2,212,480 2.46
≡ HUM - Humana Inc. Sell 100.00% 1,508,296 2.25
≡ META - Meta Platforms Inc. Add 58.36% 2,086,813 2.23
≡ DASH - DoorDash Inc. Add 197.91% 4,466,620 2.13
≡ WDAY - Workday Inc. Buy 2,153,463 1.94
≡ GPN - Global Payments Inc. Reduce 32.94% 2,085,724 1.53
≡ FIS - Fidelity National Information Services Sell 100.00% 2,799,907 1.44
≡ MSFT - Microsoft Corp. Add 23.95% 1,512,102 1.29
≡ NFLX - Netflix Inc. Reduce 25.45% 624,000 1.18
≡ FTCHF - Farfetch Ltd Add 69.65% 5,616,770 1.08
≡ ADBE - Adobe Inc. Add 29.77% 601,668 1.04
≡ MA - Mastercard Inc. Reduce 25.29% 687,664 0.89
≡ SQ - Block Inc. Reduce 25.11% 1,054,279 0.87
≡ SNAP - Snap Inc. Add 23.09% 4,504,987 0.86
≡ SNOW - Snowflake Inc. Add 319.59% 965,366 0.81
≡ HWM - Howmet Aerospace Inc. Sell 100.00% 7,527,593 0.78
≡ MDB - MongoDB Inc. Reduce 85.07% 748,461 0.74
≡ BILI - Bilibili Inc. Reduce 30.04% 1,803,795 0.70
≡ MELI - Mercadolibre Inc. Add 19.77% 118,041 0.63
≡ FOLD - Amicus Therapeutics Inc. Sell 100.00% 6,678,788 0.56
≡ NOW - ServiceNow Inc. Add 22.15% 268,139 0.49
≡ MTCH - Match Group Inc. Add 17.80% 937,602 0.47
≡ PODD - Insulet Corp. Buy 380,690 0.36
≡ TEAM - Atlassian Corp. Reduce 13.10% 448,548 0.34
≡ SHOP - Shopify Inc. Reduce 4.61% 828,000 0.33
≡ FATE - Fate Therapeutics Inc. Add 97.96% 865,618 0.26
≡ ASND - Ascendis Pharma Add 60.64% 542,448 0.25
≡ DDOG - DATADOG Inc. Reduce 7.73% 548,135 0.17
≡ DXCM - DexCom Inc. Add 4.64% 421,356 0.14
≡ XM-OLD - Qualtrics International Inc. CL A Buy 650,000 0.08
≡ COUP-OLD - Coupa Software Inc. Reduce 1.63% 68,793 0.06
≡ UNH - United Health Group Inc. Reduce 1.05% 33,446 0.05
≡ STNE - StoneCo Ltd. Add 2.60% 165,800 0.04
≡ CVNA - Carvana Co. Reduce 1.64% 40,056 0.04