Stephen Mandel - Lone Pine Capital

History Stock Activity ▼ Share change % change to portfolio
Q3  2020
≡ MSFT - Microsoft Corp. Add 3.30% 205,700 0.19
≡ SHOP - Shopify Inc. Add 2.92% 488,060 0.21
≡ DOCU - DocuSign Inc. Buy 4,135,353 3.82
≡ SQ - Block Inc. Buy 5,368,133 3.75
≡ TEAM - Atlassian Corp. Buy 3,289,546 2.57
≡ STNE - StoneCo Ltd. Buy 8,296,213 1.88
≡ NUAN-OLD - Nuance Communications Inc. Buy 8,480,618 1.21
≡ SNOW - Snowflake Inc. Buy 1,002,060 1.08
≡ MELI - Mercadolibre Inc. Buy 213,602 0.99
≡ BILL - Bill.com Holdings Buy 2,216,266 0.95
≡ PODD - Insulet Corp. Buy 462,209 0.47
≡ BEKE - KE Holdings Inc. Buy 1,000,000 0.26
Q2  2020
≡ TDG - TransDigm Group Inc. Add 125.62% 974,755 2.21
≡ DAY - Dayforce Inc. Add 77.47% 2,513,797 1.02
≡ META - Meta Platforms Inc. Add 49.12% 1,734,964 2.02
≡ PYPL - PayPal Holdings Inc. Add 40.11% 2,111,863 1.89
≡ NOW - ServiceNow Inc. Add 30.71% 420,347 0.87
≡ HUM - Humana Inc. Add 12.01% 259,953 0.52
≡ MSFT - Microsoft Corp. Add 5.25% 310,868 0.33
≡ SHOP - Shopify Inc. Add 0.22% 36,090 0.02
≡ BKNG - Booking Holdings Inc. Buy 596,133 4.88
≡ COF - Capital One Financial Buy 10,278,292 3.30
≡ DDOG - DATADOG Inc. Buy 6,832,849 3.05
≡ CRM - Salesforce.com Buy 3,045,252 2.93
≡ ZM - Zoom Video Communications Inc. Buy 1,687,453 2.20
≡ DXCM - DexCom Inc. Buy 1,358,184 0.71
≡ HWM - Howmet Aerospace Inc. Buy 7,888,593 0.64
≡ DFS - Discover Financial Services Buy 2,035,812 0.52
Q1  2020
≡ CVNA - Carvana Co. Add 408.54% 4,097,265 1.37
≡ HUBS - HubSpot Inc. Add 244.12% 550,843 0.45
≡ MDLA - Medallia Inc. Add 151.25% 1,115,590 0.14
≡ MTCH - Match Group Inc. Add 125.40% 3,808,603 1.53
≡ LKNCY - Luckin Coffee Inc. Add 122.88% 7,455,616 1.23
≡ IAC - IAC Inc. Add 104.16% 414,278 0.45
≡ UAA - Under Armour Inc. Add 94.13% 8,452,056 0.48
≡ PYPL - PayPal Holdings Inc. Add 56.51% 1,901,160 1.11
≡ GPN - Global Payments Inc. Add 52.67% 1,709,354 1.50
≡ HUM - Humana Inc. Add 46.94% 691,296 1.32
≡ ADSK - Autodesk Inc. Add 22.36% 735,213 0.70
≡ CP - Canadian Pacific Kansas City Add 21.87% 2,044,865 0.55
≡ MSFT - Microsoft Corp. Add 16.86% 854,877 0.82
≡ AMZN - Amazon.com Inc. Add 13.09% 1,349,340 0.80
≡ UNH - United Health Group Inc. Add 8.74% 370,917 0.56
≡ META - Meta Platforms Inc. Add 3.10% 106,113 0.11
≡ BABA - Alibaba Group Holdings Add 1.55% 96,801 0.11
≡ V - Visa Inc. Buy 3,329,975 3.26
≡ ARNC-OLD - Arconic Corp. Buy 20,660,173 2.02
≡ BBWI - Bath & Body Works Inc. Buy 26,265,094 1.85
≡ HLT - Hilton Worldwide Holdings Buy 2,952,652 1.23
≡ DAY - Dayforce Inc. Buy 3,244,680 0.99
≡ LYV - Live Nation Inc. Buy 3,046,095 0.84
≡ CDNS - Cadence Design Systems Buy 1,288,594 0.52
≡ UA - Under Armour CL C Buy 9,890,481 0.49
≡ PLAN-OLD - ANAPLAN Inc. Buy 2,200,000 0.41
Q4  2019
≡ HLF - Herbalife Nutrition Ltd. Add 85.22% 1,791,049 0.46
≡ META - Meta Platforms Inc. Add 75.83% 1,477,510 1.63
≡ COUP-OLD - Coupa Software Inc. Add 67.38% 940,696 0.74
≡ MELI - Mercadolibre Inc. Add 67.25% 390,332 1.20
≡ MA - Mastercard Inc. Add 48.46% 778,839 1.25
≡ TEAM - Atlassian Corp. Add 34.51% 718,248 0.46
≡ SHOP - Shopify Inc. Add 31.62% 4,354,810 0.93
≡ UNP - Union Pacific Add 25.70% 660,423 0.64
≡ EFX - Equifax Inc. Add 12.37% 379,566 0.29
≡ SQ - Block Inc. Add 9.84% 788,499 0.26
≡ NFLX - Netflix Inc. Add 5.86% 138,089 0.24
≡ UBER - Uber Technologies Inc. Add 2.78% 83,530 0.01
≡ PYPL - PayPal Holdings Inc. Buy 3,364,320 1.95
≡ MTCH - Match Group Inc. Buy 3,037,131 1.34
≡ LKNCY - Luckin Coffee Inc. Buy 6,067,357 1.28
≡ DXCM - DexCom Inc. Buy 4,235,580 1.24
≡ UAA - Under Armour Inc. Buy 8,979,557 1.04
≡ MO - Altria Group Inc. Buy 3,536,654 0.95
≡ ILMN - Illumina Inc. Buy 519,808 0.92
≡ IAC - IAC Inc. Buy 397,739 0.53
≡ CVNA - Carvana Co. Buy 1,002,910 0.49
≡ XP - XP Inc. Buy 1,200,000 0.25
≡ HUBS - HubSpot Inc. Buy 225,647 0.19
≡ CSX - CSX Corp. Buy 36,000 0.00
Q3  2019
≡ TEAM - Atlassian Corp. Add 5392.12% 2,043,612 1.51
≡ SQ - Block Inc. Add 141.65% 4,695,296 1.71
≡ COUP-OLD - Coupa Software Inc. Add 113.86% 743,292 0.56
≡ DPZ - Dominos Pizza Inc. Add 74.60% 930,487 1.34
≡ CRM - Salesforce.com Add 73.53% 2,163,027 1.89
≡ CHWY - Chewy Inc. Add 54.01% 1,778,608 0.26
≡ AMZN - Amazon.com Inc. Add 33.33% 3,109,360 1.59
≡ NOW - ServiceNow Inc. Add 29.45% 386,300 0.58
≡ BABA - Alibaba Group Holdings Add 24.11% 1,416,900 1.39
≡ MELI - Mercadolibre Inc. Add 21.84% 104,044 0.34
≡ UNH - United Health Group Inc. Add 20.06% 756,600 0.97
≡ ADSK - Autodesk Inc. Add 12.98% 517,907 0.45
≡ SE - Sea Ltd Add 11.87% 728,100 0.13
≡ TKO - TKO Group Holdings Inc. Add 9.91% 266,875 0.11
≡ ATVI - Activision Blizzard Inc. Add 8.91% 919,853 0.29
≡ NFLX - Netflix Inc. Buy 2,355,038 3.71
≡ GPN - Global Payments Inc. Buy 3,655,380 3.42
≡ EFX - Equifax Inc. Buy 3,068,747 2.54
≡ HUM - Humana Inc. Buy 1,588,743 2.39
≡ HLF - Herbalife Nutrition Ltd. Buy 2,101,639 0.47
≡ MDLA - Medallia Inc. Buy 737,593 0.12
≡ SMAR - Smartsheet Inc. Buy 506,100 0.11