Stephen Mandel - Lone Pine Capital

History Stock Activity ▼ Share change % change to portfolio
Q2  2013
≡ SBH - Sally Beauty Holdings Add 21.39% 1,320,804 0.21
≡ HRB - H&R Block Inc. Add 13.04% 881,104 0.13
≡ QCOM - QUALCOMM Inc. Add 12.25% 1,016,661 0.32
≡ CPRI - Capri Holdings Ltd Add 10.53% 850,224 0.27
≡ CME - CME Group Add 10.09% 357,516 0.14
≡ MJN - Mead Johnson Nutrition Co. Add 5.42% 380,959 0.15
≡ GRFS - Grifols SA Add 0.13% 5,738 0.00
≡ CPAY - Corpay Inc. Buy 5,350,347 2.23
≡ HTZ - Hertz Global Hldgs Inc. Buy 3,466,484 2.21
≡ CCI - Crown Castle International Corp. Buy 5,052,143 1.88
≡ TPR - Tapestry Inc. Buy 5,858,347 1.72
≡ AXP - American Express Buy 3,719,848 1.43
≡ META - Meta Platforms Inc. Buy 9,864,619 1.26
≡ OCN - Ocwen Financial Corp. Buy 363,216 1.15
≡ LBTYA - Liberty Global Ltd CL A Buy 2,009,726 0.76
≡ LBTYK - Liberty Global Ltd CL C Buy 3,001,356 0.52
≡ ARG - Airgas Inc. Buy 902,488 0.44
≡ ASML - ASML Holding NV Buy 1,032,466 0.42
≡ DBI - Designer Brands Inc. Buy 1,765,420 0.33
Q1  2013
≡ ISRG - Intuitive Surgical Inc. Add 118.16% 4,331,961 1.27
≡ MJN - Mead Johnson Nutrition Co. Add 87.45% 3,278,227 1.36
≡ SEMG - SemGroup Corp. Add 79.77% 1,733,383 0.48
≡ ULTA - Ulta Beauty Inc. Add 41.90% 1,774,643 0.77
≡ NWSA - News Corp. Add 30.40% 5,146,872 0.84
≡ QCOM - QUALCOMM Inc. Add 27.40% 1,785,000 0.64
≡ MON-OLD - Monsanto Co. Add 24.34% 1,304,240 0.74
≡ COF - Capital One Financial Add 14.57% 645,772 0.19
≡ EBAY - eBay Inc. Add 14.08% 1,202,027 0.35
≡ LULU - Lululemon Athletica Inc. Add 11.28% 544,745 0.18
≡ GPS - Gap Inc. Add 8.79% 1,628,068 0.31
≡ DG - Dollar General Add 6.74% 900,000 0.24
≡ AIG - American International Group Add 5.00% 350,000 0.07
≡ DLTR - Dollar Tree Inc. Add 1.71% 202,237 0.05
≡ BHC - Bausch Health Buy 4,912,495 1.98
≡ VMED - Virgin Media Buy 5,659,808 1.49
≡ CME - CME Group Buy 3,541,560 1.17
≡ TMO - Thermo Fisher Scientific Buy 2,847,088 1.17
≡ FWONA - Liberty Media Corp Formula One Series A Buy 1,918,415 1.15
≡ HRB - H&R Block Inc. Buy 6,754,940 1.07
≡ SBH - Sally Beauty Holdings Buy 6,175,857 0.97
≡ GRA - WR Grace & Co. Buy 1,493,884 0.62
≡ YNDX - Yandex N.V. Buy 1,705,900 0.21
Q4  2012
≡ GRFS - Grifols SA Add 1919.04% 4,217,553 0.68
≡ CHTR - Charter Communications Add 1368.44% 4,480,561 2.21
≡ DLTR - Dollar Tree Inc. Add 203.30% 7,912,671 2.07
≡ DG - Dollar General Add 61.12% 5,061,895 1.44
≡ ENOV - Enovis Corp. Add 59.75% 432,393 0.34
≡ VRSN - Verisign Inc. Add 56.20% 5,306,484 1.33
≡ GOOGL - Alphabet Inc. Add 45.38% 9,696,080 2.21
≡ ORLY - O'Reilly Automotive Add 41.90% 639,137 0.37
≡ EQIX - Equinix Inc. Add 34.03% 709,516 0.94
≡ ULTA - Ulta Beauty Inc. Add 26.67% 891,662 0.57
≡ BKNG - Booking Holdings Inc. Add 25.03% 354,525 1.42
≡ NWSA - News Corp. Add 20.56% 2,887,188 0.48
≡ TRIP - TripAdvisor Inc. Add 14.26% 819,446 0.22
≡ GPS - Gap Inc. Add 13.09% 2,144,490 0.43
≡ CPRI - Capri Holdings Ltd Add 3.13% 273,812 0.09
≡ CTSH - Cognizant Technology Solutions Add 3.03% 641,594 0.15
≡ LULU - Lululemon Athletica Inc. Add 1.28% 61,000 0.03
≡ META - Meta Platforms Inc. Buy 10,928,300 1.88
≡ COF - Capital One Financial Buy 4,433,450 1.66
≡ AIG - American International Group Buy 6,993,600 1.59
≡ MJN - Mead Johnson Nutrition Co. Buy 3,748,549 1.59
≡ ISRG - Intuitive Surgical Inc. Buy 3,666,168 1.29
≡ HOUS - Anywhere Real Estate Inc. Buy 2,428,511 0.66
≡ SEMG - SemGroup Corp. Buy 2,172,935 0.55
≡ PACT - Pactera Technology Intl. Buy 7,617,690 0.39
≡ INFA - Informatica Corp. Buy 1,872,449 0.37
≡ WDAY - Workday Inc. Buy 980,494 0.34
≡ CP - Canadian Pacific Kansas City Buy 1,782,470 0.23
Q3  2012
≡ DG - Dollar General Add 124.11% 4,586,415 1.53
≡ BKNG - Booking Holdings Inc. Add 25.55% 288,269 1.15
≡ CTSH - Cognizant Technology Solutions Add 24.62% 4,184,930 0.94
≡ LULU - Lululemon Athletica Inc. Add 13.19% 555,677 0.27
≡ BEAV - BE Aerospace Inc. Add 9.53% 431,553 0.12
≡ ST - Sensata Technologies Holding Add 5.88% 159,559 0.03
≡ NWSA - News Corp. Add 2.68% 366,465 0.06
≡ SLB - Schlumberger Ltd. Buy 6,420,645 3.00
≡ VRSN - Verisign Inc. Buy 9,441,406 2.97
≡ DNKN-OLD - Dunkin Brands Group Buy 7,221,207 1.36
≡ JBHT - J.B. Hunt Transport Services Inc. Buy 3,781,720 1.27
≡ TRIP - TripAdvisor Inc. Buy 5,747,707 1.22
≡ DLTR - Dollar Tree Inc. Buy 3,892,021 1.21
≡ ORLY - O'Reilly Automotive Buy 1,525,361 0.82
≡ ENOV - Enovis Corp. Buy 723,730 0.51
≡ CHTR - Charter Communications Buy 327,422 0.16
≡ GRFS - Grifols SA Buy 219,774 0.03
Q2  2012
≡ TSCO - Tractor Supply Add 1145.80% 5,438,560 1.43
≡ KMI - Kinder Morgan Add 315.73% 13,385,106 2.74
≡ ULTA - Ulta Beauty Inc. Add 163.00% 2,168,372 1.29
≡ DIS - Walt Disney Co. Add 100.74% 5,936,181 1.83
≡ GPS - Gap Inc. Add 91.80% 10,291,610 1.79
≡ HTHT-OLD - China Lodging Group Add 83.97% 3,192,116 0.06
≡ CPRI - Capri Holdings Ltd Add 74.95% 3,942,111 1.05
≡ CTSH - Cognizant Technology Solutions Add 46.27% 5,377,284 1.02
≡ RL - Ralph Lauren Corp. Add 45.57% 1,378,097 1.23
≡ BSBR - Banco Santander (Brasil) S.A. Add 29.32% 3,670,349 0.18
≡ MON-OLD - Monsanto Co. Add 23.82% 1,550,082 0.82
≡ AAPL - Apple Inc. Add 13.05% 4,599,420 0.61
≡ LULU - Lululemon Athletica Inc. Add 10.63% 404,814 0.15