Stephen Mandel - Lone Pine Capital

History Stock Activity Share change % change to portfolio ▼
Q2  2020
≡ PYPL - PayPal Holdings Inc. Add 40.11% 2,111,863 1.89
≡ NFLX - Netflix Inc. Reduce 33.39% 805,136 1.88
≡ ADBE - Adobe Inc. Reduce 31.46% 834,737 1.87
≡ AMZN - Amazon.com Inc. Reduce 21.52% 2,508,600 1.78
≡ HLT - Hilton Worldwide Holdings Sell 100.00% 2,952,652 1.23
≡ MTCH - Match Group Inc. Reduce 32.46% 2,221,940 1.22
≡ TEAM - Atlassian Corp. Sell 100.00% 1,388,586 1.16
≡ DAY - Dayforce Inc. Add 77.47% 2,513,797 1.02
≡ UAA - Under Armour Inc. Sell 100.00% 17,431,613 0.98
≡ V - Visa Inc. Reduce 27.59% 918,851 0.91
≡ IAC - IAC Inc. Sell 100.00% 812,017 0.89
≡ NOW - ServiceNow Inc. Add 30.71% 420,347 0.87
≡ LYV - Live Nation Inc. Sell 100.00% 3,046,095 0.84
≡ DXCM - DexCom Inc. Buy 1,358,184 0.71
≡ HWM - Howmet Aerospace Inc. Buy 7,888,593 0.64
≡ HUBS - HubSpot Inc. Sell 100.00% 776,490 0.63
≡ HUM - Humana Inc. Add 12.01% 259,953 0.52
≡ CDNS - Cadence Design Systems Sell 100.00% 1,288,594 0.52
≡ DFS - Discover Financial Services Buy 2,035,812 0.52
≡ UA - Under Armour CL C Sell 100.00% 9,890,481 0.49
≡ PLAN-OLD - ANAPLAN Inc. Sell 100.00% 2,200,000 0.41
≡ MSFT - Microsoft Corp. Add 5.25% 310,868 0.33
≡ CHWY - Chewy Inc. Sell 100.00% 1,299,749 0.30
≡ MDLA - Medallia Inc. Sell 100.00% 1,853,183 0.23
≡ MA - Mastercard Inc. Reduce 4.64% 107,200 0.16
≡ GPN - Global Payments Inc. Reduce 3.33% 165,056 0.14
≡ SHOP - Shopify Inc. Add 0.22% 36,090 0.02
≡ SE - Sea Ltd Sell 100.00% 27,000 0.01
Q1  2020
≡ CRM - Salesforce.com Sell 100.00% 4,140,694 3.61
≡ V - Visa Inc. Buy 3,329,975 3.26
≡ UNP - Union Pacific Sell 100.00% 3,230,202 3.13
≡ MELI - Mercadolibre Inc. Sell 100.00% 970,749 2.98
≡ DPZ - Dominos Pizza Inc. Sell 100.00% 1,731,133 2.73
≡ IQV - IQVIA Holdings Inc. Sell 100.00% 3,082,174 2.55
≡ SE - Sea Ltd Reduce 99.56% 6,138,422 2.27
≡ ARNC-OLD - Arconic Corp. Buy 20,660,173 2.02
≡ BBWI - Bath & Body Works Inc. Buy 26,265,094 1.85
≡ MTCH - Match Group Inc. Add 125.40% 3,808,603 1.53
≡ GPN - Global Payments Inc. Add 52.67% 1,709,354 1.50
≡ CVNA - Carvana Co. Add 408.54% 4,097,265 1.37
≡ HUM - Humana Inc. Add 46.94% 691,296 1.32
≡ DXCM - DexCom Inc. Sell 100.00% 4,235,580 1.24
≡ LKNCY - Luckin Coffee Inc. Add 122.88% 7,455,616 1.23
≡ HLT - Hilton Worldwide Holdings Buy 2,952,652 1.23
≡ TEAM - Atlassian Corp. Reduce 50.40% 1,411,174 1.18
≡ PYPL - PayPal Holdings Inc. Add 56.51% 1,901,160 1.11
≡ HLF - Herbalife Nutrition Ltd. Sell 100.00% 3,892,688 0.99
≡ DAY - Dayforce Inc. Buy 3,244,680 0.99
≡ MO - Altria Group Inc. Sell 100.00% 3,536,654 0.95
≡ TDG - TransDigm Group Inc. Reduce 38.14% 478,475 0.93
≡ ILMN - Illumina Inc. Sell 100.00% 519,808 0.92
≡ CHWY - Chewy Inc. Reduce 74.37% 3,771,782 0.87
≡ LYV - Live Nation Inc. Buy 3,046,095 0.84
≡ MSFT - Microsoft Corp. Add 16.86% 854,877 0.82
≡ AMZN - Amazon.com Inc. Add 13.09% 1,349,340 0.80
≡ ADSK - Autodesk Inc. Add 22.36% 735,213 0.70
≡ SQ - Block Inc. Reduce 23.87% 2,100,577 0.67
≡ UNH - United Health Group Inc. Add 8.74% 370,917 0.56
≡ CP - Canadian Pacific Kansas City Add 21.87% 2,044,865 0.55
≡ CDNS - Cadence Design Systems Buy 1,288,594 0.52
≡ UBER - Uber Technologies Inc. Sell 100.00% 3,084,950 0.49
≡ UA - Under Armour CL C Buy 9,890,481 0.49
≡ UAA - Under Armour Inc. Add 94.13% 8,452,056 0.48
≡ HUBS - HubSpot Inc. Add 244.12% 550,843 0.45
≡ IAC - IAC Inc. Add 104.16% 414,278 0.45
≡ PLAN-OLD - ANAPLAN Inc. Buy 2,200,000 0.41
≡ ADBE - Adobe Inc. Reduce 6.81% 193,847 0.38
≡ SHOP - Shopify Inc. Reduce 7.86% 1,425,190 0.36
≡ NOW - ServiceNow Inc. Reduce 11.27% 173,801 0.30
≡ XP - XP Inc. Sell 100.00% 1,200,000 0.25
≡ EFX - Equifax Inc. Reduce 8.03% 276,738 0.20
≡ NFLX - Netflix Inc. Reduce 3.28% 81,789 0.19
≡ COUP-OLD - Coupa Software Inc. Reduce 9.09% 212,472 0.18
≡ MDLA - Medallia Inc. Add 151.25% 1,115,590 0.14
≡ META - Meta Platforms Inc. Add 3.10% 106,113 0.11
≡ BABA - Alibaba Group Holdings Add 1.55% 96,801 0.11
≡ MA - Mastercard Inc. Reduce 3.13% 74,625 0.11
≡ CSX - CSX Corp. Sell 100.00% 36,000 0.00
Q4  2019
≡ ATVI - Activision Blizzard Inc. Sell 100.00% 11,244,387 3.50
≡ TIF - Tiffany & Co. Sell 100.00% 6,381,880 3.48
≡ SPGI - S&P Global Inc. Sell 100.00% 1,724,511 2.49
≡ BKNG - Booking Holdings Inc. Sell 100.00% 211,257 2.44
≡ PYPL - PayPal Holdings Inc. Buy 3,364,320 1.95
≡ META - Meta Platforms Inc. Add 75.83% 1,477,510 1.63
≡ MTCH - Match Group Inc. Buy 3,037,131 1.34
≡ LKNCY - Luckin Coffee Inc. Buy 6,067,357 1.28
≡ MA - Mastercard Inc. Add 48.46% 778,839 1.25
≡ ADBE - Adobe Inc. Reduce 19.88% 706,341 1.25
≡ TKO - TKO Group Holdings Inc. Sell 100.00% 2,959,183 1.24
≡ DXCM - DexCom Inc. Buy 4,235,580 1.24
≡ MELI - Mercadolibre Inc. Add 67.25% 390,332 1.20
≡ BABA - Alibaba Group Holdings Reduce 14.44% 1,052,776 1.20
≡ ADSK - Autodesk Inc. Reduce 27.06% 1,219,603 1.20
≡ AMZN - Amazon.com Inc. Reduce 17.12% 2,129,500 1.05
≡ UAA - Under Armour Inc. Buy 8,979,557 1.04
≡ DHI - D.R. Horton Sell 100.00% 3,333,812 1.03
≡ MO - Altria Group Inc. Buy 3,536,654 0.95
≡ SHOP - Shopify Inc. Add 31.62% 4,354,810 0.93
≡ ILMN - Illumina Inc. Buy 519,808 0.92
≡ MSFT - Microsoft Corp. Reduce 16.35% 990,500 0.84