Stephen Mandel - Lone Pine Capital

History Stock Activity ▼ Share change % change to portfolio
Q2  2015
≡ ENDP - Endo International plc Add 9.17% 300,000 0.11
≡ FWONA - Liberty Media Corp Formula One Series A Add 9.11% 251,555 0.04
≡ JD - JD.com Inc. Add 8.73% 3,363,298 0.51
≡ SWI - SolarWinds Corp. Add 5.54% 132,100 0.03
≡ FWONK - Liberty Media Corp Formula One Series C Add 1.25% 56,574 0.01
≡ AGN - Allergan Plc Buy 2,297,966 3.10
≡ HBI - Hanesbrands Inc. Buy 7,588,105 1.12
≡ AAP - Advance Auto Parts Buy 1,217,455 0.86
≡ HZNP - Horizon Therapeutics plc Buy 3,204,972 0.49
≡ PRGO - Perrigo Co. Buy 375,924 0.31
≡ CSX - CSX Corp. Buy 6,264,900 0.30
≡ EA - Electronic Arts Buy 794,440 0.23
≡ SCHW - Charles Schwab Corp. Buy 748,520 0.11
≡ KSU - Kansas City Southern Buy 231,220 0.09
Q1  2015
≡ JD - JD.com Inc. Add 336.93% 29,709,608 3.72
≡ AAPL - Apple Inc. Add 213.10% 18,617,600 2.47
≡ MSFT - Microsoft Corp. Add 165.80% 9,036,165 1.57
≡ DVA - DaVita HealthCare Partners Add 38.47% 1,515,605 0.53
≡ V - Visa Inc. Add 34.21% 2,424,192 0.68
≡ TDG - TransDigm Group Inc. Add 23.99% 428,587 0.40
≡ ANET - Arista Networks Inc. Add 12.46% 165,179 0.05
≡ CHTR - Charter Communications Add 1.80% 58,947 0.05
≡ CPRI - Capri Holdings Ltd Add 1.35% 149,600 0.04
≡ WMB - Williams Cos. Buy 12,015,299 2.59
≡ NKE - NIKE Inc. Buy 11,357,320 2.43
≡ ACT-OLD - Actavis plc Buy 1,832,314 2.33
≡ ILMN - Illumina Inc. Buy 2,890,103 2.29
≡ LOW - Lowe's Cos. Buy 5,916,304 1.88
≡ ENDP - Endo International plc Buy 3,270,117 1.25
≡ FNF - Fidelity National Financial Inc. Buy 7,855,396 1.23
≡ SUNE - SunEdison Inc. Buy 11,212,785 1.15
≡ FWONK - Liberty Media Corp Formula One Series C Buy 4,514,617 0.74
≡ HDB - HDFC Bank Ltd. Buy 2,014,620 0.51
≡ MTG - MGIC Investment Buy 12,403,003 0.51
≡ VMC - Vulcan Materials Buy 1,420,997 0.51
≡ FWONA - Liberty Media Corp Formula One Series A Buy 2,761,506 0.45
Q4  2014
≡ ADSK - Autodesk Inc. Add 228.60% 10,061,891 2.58
≡ BKNG - Booking Holdings Inc. Add 91.73% 668,968 3.26
≡ ANET - Arista Networks Inc. Add 83.54% 603,364 0.15
≡ META - Meta Platforms Inc. Add 56.31% 4,864,102 1.62
≡ EQIX - Equinix Inc. Add 46.86% 1,241,429 1.20
≡ DG - Dollar General Add 38.82% 3,612,267 1.09
≡ MA - Mastercard Inc. Add 32.80% 4,947,673 1.82
≡ LNG - Cheniere Energy Inc. Add 27.68% 1,912,013 0.57
≡ ADBE - Adobe Inc. Add 6.21% 712,237 0.22
≡ JAZ-OLD - Jazz Technologies Inc. Add 5.31% 95,047 0.07
≡ CHTR - Charter Communications Add 5.26% 163,218 0.12
≡ CP - Canadian Pacific Kansas City Add 2.22% 390,010 0.06
≡ V - Visa Inc. Buy 7,086,076 1.98
≡ HCA - HCA Healthcare Inc. Buy 5,836,872 1.83
≡ DVA - DaVita HealthCare Partners Buy 3,940,169 1.28
≡ COO-OLD - Cooper Companies Buy 1,750,283 1.21
≡ GRA - WR Grace & Co. Buy 2,902,557 1.18
≡ VIPS - Vipshop Holdings Ltd Buy 13,935,727 1.16
≡ WBA - Walgreens Boots Alliance Buy 3,553,779 1.16
≡ NFLX - Netflix Inc. Buy 5,457,529 1.14
≡ AAPL - Apple Inc. Buy 8,736,488 1.03
≡ JD - JD.com Inc. Buy 8,817,652 0.87
≡ CDK-OLD - CDK Global Inc. Buy 2,894,255 0.50
≡ CVLT - CommVault Systems Inc. Buy 1,321,288 0.29
Q3  2014
≡ LNG - Cheniere Energy Inc. Add 1116.86% 6,339,309 2.03
≡ WSM - Williams-Sonoma Inc. Add 196.02% 2,907,398 0.77
≡ TRIP - TripAdvisor Inc. Add 153.31% 1,677,351 0.61
≡ TDG - TransDigm Group Inc. Add 82.44% 807,441 0.60
≡ TIF - Tiffany & Co. Add 61.65% 2,613,149 1.01
≡ CPRI - Capri Holdings Ltd Add 38.43% 4,428,902 1.26
≡ ANET - Arista Networks Inc. Add 36.51% 193,162 0.07
≡ WYNN - Wynn Resorts Ltd. Add 35.44% 733,936 0.55
≡ DG - Dollar General Add 30.90% 2,196,502 0.54
≡ MA - Mastercard Inc. Add 28.19% 3,316,475 0.98
≡ SAVE - Spirit Airlines Add 21.76% 761,672 0.21
≡ EQIX - Equinix Inc. Add 15.22% 349,844 0.30
≡ CMCSA - Comcast Corp. Add 13.34% 3,242,340 0.35
≡ CPAY - Corpay Inc. Add 9.12% 550,620 0.31
≡ BHC - Bausch Health Add 8.89% 896,490 0.47
≡ BKNG - Booking Holdings Inc. Add 5.44% 37,619 0.17
≡ META - Meta Platforms Inc. Buy 8,638,513 2.73
≡ CHTR - Charter Communications Buy 3,105,814 1.88
≡ MHK - Mohawk Industries Buy 3,090,081 1.66
≡ ABBV - AbbVie Inc. Buy 5,247,201 1.21
≡ HUM - Humana Inc. Buy 2,174,122 1.13
≡ ADSK - Autodesk Inc. Buy 4,401,445 0.97
≡ TWX - Time Warner Inc. Buy 1,716,105 0.52
Q2  2014
≡ SFUNY - Fang Holdings Ltd. Add 472.97% 418,710 0.85
≡ BKNG - Booking Holdings Inc. Add 138.44% 401,574 2.01
≡ ADBE - Adobe Inc. Add 80.13% 5,289,150 1.59
≡ WYNN - Wynn Resorts Ltd. Add 74.79% 886,175 0.77
≡ MA - Mastercard Inc. Add 61.30% 4,471,493 1.37
≡ TIF - Tiffany & Co. Add 60.14% 1,591,825 0.66
≡ CPRI - Capri Holdings Ltd Add 27.44% 2,481,571 0.92
≡ AN - AutoNation Inc. Add 26.94% 1,075,555 0.27
≡ WDAY - Workday Inc. Add 17.75% 530,000 0.20
≡ BHC - Bausch Health Add 14.44% 1,272,748 0.67
≡ BIDU - Baidu Inc. Add 14.21% 1,110,061 0.86
≡ SPGI - S&P Global Inc. Add 13.68% 1,504,812 0.52
≡ CPAY - Corpay Inc. Add 10.95% 596,073 0.33
≡ HOUS - Anywhere Real Estate Inc. Add 5.83% 752,700 0.12
≡ ACT-OLD - Actavis plc Add 4.22% 100,320 0.09
≡ CTSH - Cognizant Technology Solutions Add 2.74% 787,487 0.16
≡ ICE - Intercontinental Exchange Inc. Add 2.58% 427,910 0.07