Stephen Mandel - Lone Pine Capital

History Stock Activity ▲ Share change % change to portfolio
Q1  2022
≡ DKS - Dick's Sporting Goods Inc. Buy 3,731,656 2.22
≡ TEAM - Atlassian Corp. Buy 1,401,024 2.45
≡ META - Meta Platforms Inc. Buy 3,662,065 4.85
≡ TSM - Taiwan Semiconductor S.A. Buy 7,981,414 4.95
Q4  2021
≡ BEKE - KE Holdings Inc. Add 2.50% 755,277 0.06
≡ FTCHF - Farfetch Ltd Add 6.51% 1,494,801 0.20
≡ DASH - DoorDash Inc. Add 10.62% 791,912 0.48
≡ MTCH - Match Group Inc. Add 14.13% 1,098,413 0.60
≡ AMPL - Amplitude Inc. Add 15.37% 250,000 0.05
≡ WDAY - Workday Inc. Add 16.90% 840,799 0.94
≡ RH - RH Add 24.27% 313,268 0.69
≡ SNAP - Snap Inc. Add 47.88% 10,839,980 2.09
≡ AMZN - Amazon.com Inc. Add 70.95% 5,124,180 3.50
≡ CFLT - Confluent Inc. Add 215.39% 3,003,928 0.94
≡ NTES - NetEase.com Inc. Add 338.51% 3,437,153 1.44
≡ MQ - Marqeta Inc. Add 566.67% 14,855,275 1.05
≡ AVDX - Avidxchange Holdings Inc Buy 5,080,632 0.31
≡ SG - Sweetgreen Inc Class A Buy 4,556,503 0.60
≡ SNOW - Snowflake Inc. Buy 1,646,640 2.29
≡ V - Visa Inc. Buy 4,833,625 4.29
≡ MA - Mastercard Inc. Buy 4,822,796 7.10
Q3  2021
≡ MTCH - Match Group Inc. Add 0.35% 27,367 0.01
≡ TDG - TransDigm Group Inc. Add 9.32% 66,879 0.14
≡ PVH - PVH Corp. Add 21.25% 577,900 0.20
≡ FTCHF - Farfetch Ltd Add 21.62% 4,078,246 0.52
≡ FATE - Fate Therapeutics Inc. Add 25.72% 450,000 0.09
≡ RH - RH Add 26.43% 269,795 0.61
≡ WDAY - Workday Inc. Add 45.12% 1,546,502 1.30
≡ STNE - StoneCo Ltd. Add 70.61% 6,246,680 0.73
≡ CFLT - Confluent Inc. Add 114.56% 744,644 0.15
≡ TWTR-OLD - Twitter Inc. Add 117.45% 11,630,881 2.37
≡ BEKE - KE Holdings Inc. Add 131.09% 17,132,569 1.06
≡ FRSH - Freshworks Inc. Buy 275,000 0.04
≡ MQ - Marqeta Inc. Buy 2,621,520 0.20
≡ NTES - NetEase.com Inc. Buy 1,015,388 0.29
≡ AMPL - Amplitude Inc. Buy 1,627,000 0.30
≡ VTEX - VTEX Buy 5,274,887 0.37
≡ VSCO - Victoria's Secret & Co. Buy 8,609,543 1.60
≡ BILI - Bilibili Inc. Buy 8,612,782 1.92
Q2  2021
≡ AMZN - Amazon.com Inc. Add 0.62% 59,940 0.03
≡ DASH - DoorDash Inc. Add 10.96% 736,606 0.42
≡ COUP-OLD - Coupa Software Inc. Add 12.47% 517,724 0.44
≡ MTCH - Match Group Inc. Add 24.85% 1,541,815 0.80
≡ GPN - Global Payments Inc. Add 30.55% 1,296,998 0.78
≡ STNE - StoneCo Ltd. Add 35.39% 2,312,176 0.50
≡ FTCHF - Farfetch Ltd Add 37.90% 5,185,556 0.84
≡ WDAY - Workday Inc. Add 59.16% 1,273,903 0.98
≡ NOW - ServiceNow Inc. Add 66.95% 990,073 1.75
≡ SQ - Block Inc. Add 81.72% 2,570,126 2.02
≡ S - SentinelOne Inc. Buy 175,000 0.02
≡ CFLT - Confluent Inc. Buy 650,000 0.10
≡ FIGS - FIGS Inc. Buy 4,274,577 0.69
≡ PVH - PVH Corp. Buy 2,719,709 0.94
≡ TDG - TransDigm Group Inc. Buy 717,463 1.50
≡ BEKE - KE Holdings Inc. Buy 13,069,217 2.01
≡ TWTR-OLD - Twitter Inc. Buy 9,902,947 2.20
≡ RH - RH Buy 1,020,825 2.23
≡ MRNA - Moderna Inc. Buy 3,990,897 3.02
Q1  2021
≡ ARGX - Argenx SE Add 1.86% 10,000 0.01
≡ BILL - Bill.com Holdings Add 1.88% 52,006 0.03
≡ STNE - StoneCo Ltd. Add 2.60% 165,800 0.04
≡ DXCM - DexCom Inc. Add 4.64% 421,356 0.14
≡ MTCH - Match Group Inc. Add 17.80% 937,602 0.47
≡ MELI - Mercadolibre Inc. Add 19.77% 118,041 0.63
≡ NOW - ServiceNow Inc. Add 22.15% 268,139 0.49
≡ SNAP - Snap Inc. Add 23.09% 4,504,987 0.86
≡ MSFT - Microsoft Corp. Add 23.95% 1,512,102 1.29
≡ ADBE - Adobe Inc. Add 29.77% 601,668 1.04
≡ META - Meta Platforms Inc. Add 58.36% 2,086,813 2.23
≡ ASND - Ascendis Pharma Add 60.64% 542,448 0.25
≡ FTCHF - Farfetch Ltd Add 69.65% 5,616,770 1.08
≡ AMZN - Amazon.com Inc. Add 87.36% 4,492,360 2.52
≡ FATE - Fate Therapeutics Inc. Add 97.96% 865,618 0.26
≡ DASH - DoorDash Inc. Add 197.91% 4,466,620 2.13
≡ SNOW - Snowflake Inc. Add 319.59% 965,366 0.81
≡ XM-OLD - Qualtrics International Inc. CL A Buy 650,000 0.08
≡ PODD - Insulet Corp. Buy 380,690 0.36
≡ WDAY - Workday Inc. Buy 2,153,463 1.94
≡ IBN - ICICI Bank Ltd. Buy 43,155,826 2.51
Q4  2020
≡ TEAM - Atlassian Corp. Add 4.06% 133,573 0.11
≡ SHOP - Shopify Inc. Add 4.22% 727,420 0.30
≡ NUAN-OLD - Nuance Communications Inc. Add 6.24% 529,174 0.08
≡ DDOG - DATADOG Inc. Add 8.26% 541,225 0.19
≡ NFLX - Netflix Inc. Add 8.92% 200,897 0.39
≡ ADBE - Adobe Inc. Add 19.60% 331,125 0.60
≡ BILL - Bill.com Holdings Add 24.93% 552,441 0.27
≡ MA - Mastercard Inc. Add 54.20% 955,826 1.24
≡ MELI - Mercadolibre Inc. Add 179.54% 383,509 2.34
≡ DXCM - DexCom Inc. Add 389.72% 7,218,888 2.43
≡ XP - XP Inc. Buy 80,569 0.01
≡ FMTX-OLD - Forma Therapeutics Hldgs Buy 800,000 0.10
≡ ZYME - Zymeworks Inc. Buy 976,735 0.17
≡ FATE - Fate Therapeutics Inc. Buy 883,666 0.29
≡ ASND - Ascendis Pharma Buy 894,533 0.54
≡ FOLD - Amicus Therapeutics Inc. Buy 6,678,788 0.56
≡ ARGX - Argenx SE Buy 536,259 0.57
≡ BPMC - Blueprint Medicines Corp. Buy 2,709,138 1.10
≡ MDB - MongoDB Inc. Buy 879,832 1.15
≡ DASH - DoorDash Inc. Buy 2,256,931 1.17
≡ FIS - Fidelity National Information Services Buy 2,799,907 1.44