Stephen Mandel - Lone Pine Capital

History Stock Activity ▼ Share change % change to portfolio
Q4  2017
≡ TDG - TransDigm Group Inc. Buy 1,410,402 2.02
≡ A - Agilent Technologies Buy 3,607,622 1.26
≡ SE - Sea Ltd Buy 3,223,222 0.22
Q3  2017
≡ UNH - United Health Group Inc. Add 158.17% 2,697,373 2.60
≡ CRM - Salesforce.com Add 136.77% 3,622,378 1.67
≡ NOW - ServiceNow Inc. Add 63.67% 2,050,681 1.19
≡ CMCSA - Comcast Corp. Add 59.48% 12,157,196 2.30
≡ TRU - TransUnion Add 38.64% 3,440,695 0.80
≡ ICE - Intercontinental Exchange Inc. Add 37.64% 2,392,760 0.81
≡ MSFT - Microsoft Corp. Add 16.95% 1,642,105 0.60
≡ AAP - Advance Auto Parts Add 15.13% 310,065 0.15
≡ STZ - Constellation Brands Add 7.59% 499,306 0.49
≡ EXPE - Expedia Group Inc. Add 2.93% 132,404 0.09
≡ TV - Grupo Televisa SA Add 1.50% 308,100 0.04
≡ BKNG - Booking Holdings Inc. Buy 407,409 3.67
≡ EA - Electronic Arts Buy 4,234,102 2.46
≡ PYPL - PayPal Holdings Inc. Buy 6,713,230 2.12
≡ MELI - Mercadolibre Inc. Buy 1,630,524 2.08
≡ WYNN - Wynn Resorts Ltd. Buy 2,680,127 1.97
≡ WP - Worldpay Inc. Buy 2,291,437 0.80
≡ BUD - Anheuser-Busch InBev Buy 715,551 0.42
Q2  2017
≡ SNAP - Snap Inc. Add 324.46% 5,809,044 0.50
≡ EXPE - Expedia Group Inc. Add 113.19% 2,401,713 1.82
≡ IQV - IQVIA Holdings Inc. Add 68.27% 4,079,739 1.86
≡ CMCSA - Comcast Corp. Add 48.75% 6,698,312 1.33
≡ CPAY - Corpay Inc. Add 45.62% 2,053,731 1.51
≡ ANET - Arista Networks Inc. Add 45.56% 577,702 0.44
≡ META - Meta Platforms Inc. Add 20.79% 1,061,741 0.82
≡ TMUS - T-Mobile US Inc. Add 19.16% 1,145,298 0.35
≡ BABA - Alibaba Group Holdings Add 17.89% 1,770,085 1.27
≡ TV - Grupo Televisa SA Add 11.37% 2,096,700 0.26
≡ MSFT - Microsoft Corp. Buy 9,687,742 3.40
≡ ORLY - O'Reilly Automotive Buy 2,841,170 3.16
≡ MA - Mastercard Inc. Buy 4,641,369 2.87
≡ ICE - Intercontinental Exchange Inc. Buy 6,356,905 2.13
≡ TRU - TransUnion Buy 8,905,062 1.96
≡ NOW - ServiceNow Inc. Buy 3,220,940 1.74
≡ UNH - United Health Group Inc. Buy 1,705,353 1.61
≡ ATUS - Altice USA, Inc. Buy 8,395,511 1.38
≡ AAP - Advance Auto Parts Buy 2,048,852 1.22
≡ CRM - Salesforce.com Buy 2,648,428 1.17
≡ FWONK - Liberty Media Corp Formula One Series C Buy 2,919,817 0.54
Q1  2017
≡ RICE-OLD - Rice Energy Inc. Add 266.92% 9,969,733 1.24
≡ GEN - Gen Digital Inc. Add 99.30% 13,179,109 2.13
≡ COMM - CommScope Holding Co. Add 95.82% 3,634,214 0.80
≡ AVGO - Broadcom Inc. Add 49.28% 1,756,126 2.02
≡ TV - Grupo Televisa SA Add 36.25% 4,905,570 0.67
≡ NKE - NIKE Inc. Add 33.08% 4,762,738 1.40
≡ BABA - Alibaba Group Holdings Add 29.89% 2,277,604 1.29
≡ CHTR - Charter Communications Add 20.24% 954,462 1.64
≡ ATVI - Activision Blizzard Inc. Add 20.11% 4,152,156 1.09
≡ STZ - Constellation Brands Add 13.81% 881,400 0.75
≡ OVV - Ovintiv Inc. Add 12.34% 515,477 0.16
≡ CSX - CSX Corp. Buy 43,135,269 3.52
≡ CMCSA - Comcast Corp. Buy 13,740,082 2.72
≡ IQV - IQVIA Holdings Inc. Buy 5,976,041 2.53
≡ TMUS - T-Mobile US Inc. Buy 5,978,219 2.03
≡ HUM - Humana Inc. Buy 1,184,119 1.28
≡ ALB - Albemarle Corp. Buy 1,972,767 1.10
≡ ANET - Arista Networks Inc. Buy 1,267,936 0.88
≡ SNAP - Snap Inc. Buy 1,790,364 0.18
Q4  2016
≡ V - Visa Inc. Add 180.26% 4,213,802 1.72
≡ WMB - Williams Cos. Add 76.57% 7,080,689 1.15
≡ BABA - Alibaba Group Holdings Add 47.90% 2,467,648 1.13
≡ AVGO - Broadcom Inc. Add 36.71% 956,872 0.89
≡ ATVI - Activision Blizzard Inc. Add 19.43% 3,358,970 0.63
≡ STZ - Constellation Brands Add 14.62% 813,625 0.65
≡ SHPG - Shire plc Add 12.37% 209,631 0.19
≡ EA - Electronic Arts Add 9.32% 803,155 0.33
≡ ADBE - Adobe Inc. Add 8.87% 409,622 0.22
≡ EQIX - Equinix Inc. Add 6.29% 113,106 0.21
≡ MSFT - Microsoft Corp. Add 4.82% 700,000 0.23
≡ ALGN - Align Technology Inc. Add 1.63% 39,614 0.02
≡ PYPL - PayPal Holdings Inc. Buy 12,499,315 2.58
≡ PNC - PNC Financial Services Buy 4,196,144 2.57
≡ BAC - Bank of America Corp. Buy 21,671,362 2.51
≡ GEN - Gen Digital Inc. Buy 13,271,908 1.66
≡ OVV - Ovintiv Inc. Buy 4,177,687 1.28
≡ RICE-OLD - Rice Energy Inc. Buy 3,735,035 0.42
Q3  2016
≡ EA - Electronic Arts Add 142.42% 5,063,664 1.93
≡ ATVI - Activision Blizzard Inc. Add 67.97% 6,996,451 1.39
≡ VMC - Vulcan Materials Add 32.53% 1,227,394 0.62
≡ DLTR - Dollar Tree Inc. Add 15.20% 2,030,596 0.72
≡ CHTR - Charter Communications Add 9.55% 457,698 0.55
≡ COMM - CommScope Holding Co. Add 8.59% 300,000 0.04
≡ MNST - Monster Beverage Corp. Add 0.19% 47,508 0.01
≡ EBAY - eBay Inc. Buy 33,164,569 4.88
≡ EXPE - Expedia Group Inc. Buy 7,143,331 3.73
≡ BABA - Alibaba Group Holdings Buy 5,151,461 2.44
≡ TV - Grupo Televisa SA Buy 18,077,811 2.08
≡ AVGO - Broadcom Inc. Buy 2,606,593 2.01
≡ HLT - Hilton Worldwide Holdings Buy 19,597,829 2.01
≡ ICE - Intercontinental Exchange Inc. Buy 6,036,145 1.45
≡ KMI - Kinder Morgan Buy 12,334,772 1.28
≡ WMB - Williams Cos. Buy 9,247,247 1.27
≡ ALGN - Align Technology Inc. Buy 2,436,920 1.02
≡ HCA - HCA Healthcare Inc. Buy 1,669,543 0.56
Q2  2016
≡ YUM - Yum! Brands Inc. Add 559.29% 8,459,686 3.24
≡ COMM - CommScope Holding Co. Add 309.49% 2,639,885 0.38
≡ MNST - Monster Beverage Corp. Add 271.59% 18,162,084 2.25