Stephen Mandel - Lone Pine Capital

History Stock Activity Share change % change to portfolio ▼
Q2  2012
≡ KMI - Kinder Morgan Add 315.73% 13,385,106 2.74
≡ NWSA - News Corp. Buy 13,675,800 1.94
≡ LBTYA - Liberty Global Ltd CL A Buy 6,080,909 1.92
≡ DVA - DaVita HealthCare Partners Buy 6,098,278 1.90
≡ DIS - Walt Disney Co. Add 100.74% 5,936,181 1.83
≡ GPS - Gap Inc. Add 91.80% 10,291,610 1.79
≡ TSCO - Tractor Supply Add 1145.80% 5,438,560 1.43
≡ HCA - HCA Healthcare Inc. Buy 7,366,988 1.43
≡ ULTA - Ulta Beauty Inc. Add 163.00% 2,168,372 1.29
≡ KSS - Kohl's Corp. Buy 4,274,293 1.24
≡ RL - Ralph Lauren Corp. Add 45.57% 1,378,097 1.23
≡ CPRI - Capri Holdings Ltd Add 74.95% 3,942,111 1.05
≡ CTSH - Cognizant Technology Solutions Add 46.27% 5,377,284 1.02
≡ COO-OLD - Cooper Companies Buy 2,017,657 1.02
≡ MON-OLD - Monsanto Co. Add 23.82% 1,550,082 0.82
≡ AAPL - Apple Inc. Add 13.05% 4,599,420 0.61
≡ BUD - Anheuser-Busch InBev Buy 704,561 0.36
≡ BKNG - Booking Holdings Inc. Add 4.36% 47,100 0.20
≡ BSBR - Banco Santander (Brasil) S.A. Add 29.32% 3,670,349 0.18
≡ WYN-OLD - Wyndham Worldwide Add 7.69% 520,595 0.17
≡ NFLX - Netflix Inc. Buy 2,526,916 0.16
≡ LULU - Lululemon Athletica Inc. Add 10.63% 404,814 0.15
≡ TDG - TransDigm Group Inc. Add 4.21% 140,233 0.12
≡ GOOGL - Alphabet Inc. Add 2.14% 560,180 0.10
≡ BEAV - BE Aerospace Inc. Add 6.32% 269,115 0.07
≡ HTHT-OLD - China Lodging Group Add 83.97% 3,192,116 0.06
≡ AH - Accretive Health Inc. Add 5.92% 524,641 0.04
Q1  2012
≡ EP - El Paso Corp. Add 382.19% 25,075,010 4.78
≡ AZO - AutoZone Inc. Buy 1,064,500 2.55
≡ GPS - Gap Inc. Buy 11,210,965 1.89
≡ DIS - Walt Disney Co. Buy 5,892,808 1.66
≡ ROST - Ross Stores Inc. Buy 7,954,592 1.49
≡ BEAV - BE Aerospace Inc. Buy 4,259,738 1.28
≡ EL - Estee Lauder Cos. Buy 3,163,643 1.26
≡ GMCR - Keurig Green Mountain Inc. Add 114.98% 3,201,753 0.97
≡ ULTA - Ulta Beauty Inc. Buy 1,330,266 0.80
≡ BSBR - Banco Santander (Brasil) S.A. Buy 12,519,785 0.74
≡ KMI - Kinder Morgan Add 129.64% 2,393,317 0.60
≡ QCOM - QUALCOMM Inc. Add 21.35% 1,350,821 0.59
≡ OC - Owens Corning Buy 2,486,720 0.58
≡ NTES - NetEase.com Inc. Add 20.01% 1,493,156 0.56
≡ WYNN - Wynn Resorts Ltd. Buy 695,207 0.56
≡ GRA - WR Grace & Co. Add 67.91% 1,347,378 0.50
≡ CPRI - Capri Holdings Ltd Add 44.06% 1,608,745 0.48
≡ TRIP - TripAdvisor Inc. Buy 1,865,613 0.43
≡ EQIX - Equinix Inc. Add 13.83% 384,533 0.39
≡ ARBA - Ariba Inc. Buy 1,554,231 0.33
≡ MON-OLD - Monsanto Co. Add 9.82% 582,072 0.30
≡ TDG - TransDigm Group Inc. Add 6.80% 212,258 0.16
≡ TSCO - Tractor Supply Buy 474,652 0.14
≡ TDC - Teradata Corp. Add 4.28% 296,500 0.13
Q4  2011
≡ BKNG - Booking Holdings Inc. Add 126.89% 820,234 2.94
≡ FTI - TechnipFMC plc Buy 6,238,283 2.49
≡ BIDU - Baidu Inc. Buy 2,397,810 2.14
≡ GOOGL - Alphabet Inc. Add 43.58% 8,178,180 2.02
≡ V - Visa Inc. Add 111.12% 10,099,544 1.96
≡ LULU - Lululemon Athletica Inc. Buy 4,539,163 1.62
≡ EP - El Paso Corp. Buy 6,560,799 1.33
≡ VFC - V.F. Corp. Buy 5,443,000 1.32
≡ TDC - Teradata Corp. Add 97.62% 3,424,020 1.27
≡ WTW - Willis Towers Watson plc Buy 3,529,442 1.05
≡ GMCR - Keurig Green Mountain Inc. Buy 2,784,721 0.96
≡ LVS - Las Vegas Sands Corp. Add 31.65% 2,331,114 0.76
≡ CPRI - Capri Holdings Ltd Buy 3,651,155 0.76
≡ GRA - WR Grace & Co. Buy 1,984,147 0.70
≡ OII - Oceaneering Int'l Add 29.72% 1,795,790 0.63
≡ FOSL - Fossil Inc. Add 50.43% 1,000,754 0.61
≡ EDU - New Oriental Education & Technology Add 48.02% 3,230,359 0.59
≡ EBAY - eBay Inc. Buy 2,517,124 0.58
≡ RL - Ralph Lauren Corp. Add 11.01% 464,000 0.49
≡ KMI - Kinder Morgan Buy 1,846,158 0.45
≡ MON-OLD - Monsanto Co. Add 13.53% 706,048 0.38
≡ NTES - NetEase.com Inc. Add 16.99% 1,083,960 0.37
≡ AAPL - Apple Inc. Add 4.42% 2,550,800 0.28
≡ AH - Accretive Health Inc. Add 15.52% 1,216,861 0.21
≡ WYN-OLD - Wyndham Worldwide Add 8.05% 615,226 0.18
≡ WBC - WABCO Holdings Inc. Add 11.65% 512,343 0.17
≡ CTRP - Ctrip.com International Ltd. Add 9.43% 1,621,692 0.14
≡ NTAP - NetApp Inc. Add 5.04% 480,000 0.13
≡ WSM - Williams-Sonoma Inc. Add 7.06% 411,057 0.12
≡ ESRX - Express Scripts Add 2.49% 335,200 0.11
≡ HTHT-OLD - China Lodging Group Add 63.18% 2,645,436 0.07
≡ HMIN - Home Inns & Hotels Management Inc. Add 26.20% 240,800 0.05
≡ SVN - 7 Days Group Holdings Add 36.69% 366,629 0.03
≡ TDG - TransDigm Group Inc. Add 0.97% 30,000 0.02
≡ ISS - iSoftStone Holdings Ltd. Add 3.96% 199,941 0.01
Q3  2011
≡ NWSA - News Corp. Add 461.18% 21,796,103 2.81
≡ LVS - Las Vegas Sands Corp. Buy 7,366,136 2.35
≡ ESRX - Express Scripts Add 67.08% 5,397,283 1.67
≡ OII - Oceaneering Int'l Add 1149.39% 5,559,535 1.64
≡ V - Visa Inc. Buy 9,088,768 1.62
≡ NIHD - NII Holdings Inc. Buy 7,006,471 1.57
≡ WSM - Williams-Sonoma Inc. Buy 5,824,323 1.49
≡ RTX - RTX Corp. Buy 2,465,518 1.44
≡ FOSL - Fossil Inc. Buy 1,984,441 1.34
≡ CTSH - Cognizant Technology Solutions Add 24.30% 4,182,814 1.09
≡ BKNG - Booking Holdings Inc. Add 80.47% 288,212 1.08
≡ SLB - Schlumberger Ltd. Add 47.84% 1,954,990 0.97
≡ AH - Accretive Health Inc. Add 164.37% 4,875,317 0.86
≡ BBBYQ-OLD - Bed Bath & Beyond Add 31.16% 1,298,997 0.62