Stephen Mandel - Lone Pine Capital

History Stock Activity ▼ Share change % change to portfolio
Q2  2022
≡ FTCHF - Farfetch Ltd Sell 100.00% 17,201,243 1.55
≡ HUBS - HubSpot Inc. Sell 100.00% 446,951 1.26
Q1  2022
≡ NOW - ServiceNow Inc. Reduce 1.32% 26,438 0.09
≡ MQ - Marqeta Inc. Reduce 4.96% 866,969 0.06
≡ BBWI - Bath & Body Works Inc. Reduce 8.55% 2,078,555 0.59
≡ DDOG - DATADOG Inc. Reduce 9.39% 307,393 0.28
≡ VSCO - Victoria's Secret & Co. Reduce 9.75% 799,108 0.24
≡ WDAY - Workday Inc. Reduce 11.90% 692,155 0.99
≡ SHOP - Shopify Inc. Reduce 25.57% 3,553,320 1.43
≡ AMZN - Amazon.com Inc. Reduce 27.79% 3,430,460 3.33
≡ V - Visa Inc. Reduce 28.78% 1,391,244 1.83
≡ FTCHF - Farfetch Ltd Reduce 29.62% 7,238,690 0.65
≡ MTCH - Match Group Inc. Reduce 30.10% 2,670,840 1.73
≡ DASH - DoorDash Inc. Reduce 44.80% 3,697,290 2.58
≡ SNAP - Snap Inc. Reduce 44.86% 15,016,889 3.21
≡ MA - Mastercard Inc. Reduce 49.84% 2,403,636 5.12
≡ UNH - United Health Group Inc. Reduce 62.30% 1,430,509 4.35
≡ BEKE - KE Holdings Inc. Sell 100.00% 30,957,063 2.55
≡ ADBE - Adobe Inc. Sell 100.00% 1,093,713 2.54
≡ SNOW - Snowflake Inc. Sell 100.00% 1,646,640 2.29
≡ NTES - NetEase.com Inc. Sell 100.00% 4,452,541 1.86
≡ CFLT - Confluent Inc. Sell 100.00% 4,398,572 1.37
≡ PVH - PVH Corp. Sell 100.00% 3,065,646 1.34
≡ AMPL - Amplitude Inc. Sell 100.00% 1,877,000 0.41
≡ FRSH - Freshworks Inc. Sell 100.00% 275,000 0.03
Q4  2021
≡ SHOP - Shopify Inc. Reduce 2.83% 405,000 0.23
≡ VSCO - Victoria's Secret & Co. Reduce 4.81% 413,733 0.09
≡ PVH - PVH Corp. Reduce 7.03% 231,963 0.10
≡ NOW - ServiceNow Inc. Reduce 8.59% 188,355 0.50
≡ UNH - United Health Group Inc. Reduce 23.62% 709,903 1.46
≡ DDOG - DATADOG Inc. Reduce 29.57% 1,374,036 1.00
≡ ADBE - Adobe Inc. Reduce 44.06% 861,474 2.00
≡ SQ - Block Inc. Reduce 94.85% 5,103,492 3.31
≡ TWTR-OLD - Twitter Inc. Sell 100.00% 21,533,828 4.38
≡ MRNA - Moderna Inc. Sell 100.00% 3,316,199 4.30
≡ META - Meta Platforms Inc. Sell 100.00% 3,074,926 3.52
≡ COUP-OLD - Coupa Software Inc. Sell 100.00% 4,566,251 3.37
≡ DXCM - DexCom Inc. Sell 100.00% 5,764,908 2.66
≡ IBN - ICICI Bank Ltd. Sell 100.00% 39,750,227 2.53
≡ CVNA - Carvana Co. Sell 100.00% 2,142,309 2.18
≡ BILI - Bilibili Inc. Sell 100.00% 8,612,782 1.92
≡ STNE - StoneCo Ltd. Sell 100.00% 15,093,113 1.77
≡ TDG - TransDigm Group Inc. Sell 100.00% 784,342 1.65
≡ ASND - Ascendis Pharma Sell 100.00% 1,436,981 0.77
≡ FATE - Fate Therapeutics Inc. Sell 100.00% 2,199,284 0.44
≡ FIGS - FIGS Inc. Sell 100.00% 2,485,894 0.31
≡ ZYME - Zymeworks Inc. Sell 100.00% 976,735 0.10
≡ FMTX-OLD - Forma Therapeutics Hldgs Sell 100.00% 800,000 0.06
Q3  2021
≡ SNAP - Snap Inc. Reduce 1.32% 303,625 0.08
≡ COUP-OLD - Coupa Software Inc. Reduce 2.21% 103,386 0.08
≡ SQ - Block Inc. Reduce 5.85% 334,407 0.27
≡ BBWI - Bath & Body Works Inc. Reduce 7.48% 1,964,826 0.42
≡ IBN - ICICI Bank Ltd. Reduce 7.89% 3,405,599 0.22
≡ MSFT - Microsoft Corp. Reduce 11.01% 581,000 0.55
≡ NOW - ServiceNow Inc. Reduce 11.13% 274,857 0.58
≡ SHOP - Shopify Inc. Reduce 12.40% 2,024,150 0.92
≡ MRNA - Moderna Inc. Reduce 16.91% 674,698 0.87
≡ ADBE - Adobe Inc. Reduce 19.11% 461,765 0.90
≡ DDOG - DATADOG Inc. Reduce 20.32% 1,184,668 0.56
≡ DXCM - DexCom Inc. Reduce 22.86% 1,708,240 0.79
≡ AMZN - Amazon.com Inc. Reduce 25.50% 2,472,580 1.37
≡ META - Meta Platforms Inc. Reduce 38.33% 1,910,783 2.19
≡ FIGS - FIGS Inc. Reduce 41.84% 1,788,683 0.22
≡ GPN - Global Payments Inc. Sell 100.00% 5,542,294 3.35
≡ MA - Mastercard Inc. Sell 100.00% 1,803,798 2.12
≡ S - SentinelOne Inc. Sell 100.00% 175,000 0.02
Q2  2021
≡ SNAP - Snap Inc. Reduce 4.47% 1,073,292 0.24
≡ UNH - United Health Group Inc. Reduce 4.47% 140,584 0.18
≡ SHOP - Shopify Inc. Reduce 4.67% 799,400 0.38
≡ ADBE - Adobe Inc. Reduce 7.83% 205,454 0.39
≡ DDOG - DATADOG Inc. Reduce 10.86% 710,581 0.24
≡ CVNA - Carvana Co. Reduce 11.04% 265,900 0.26
≡ MA - Mastercard Inc. Reduce 11.22% 227,935 0.27
≡ META - Meta Platforms Inc. Reduce 11.95% 676,650 0.76
≡ DXCM - DexCom Inc. Reduce 21.27% 2,019,444 0.69
≡ MSFT - Microsoft Corp. Reduce 32.58% 2,549,125 2.23
≡ MELI - Mercadolibre Inc. Sell 100.00% 715,152 3.82
≡ NFLX - Netflix Inc. Sell 100.00% 1,828,120 3.46
≡ TEAM - Atlassian Corp. Sell 100.00% 2,974,571 2.28
≡ BILI - Bilibili Inc. Sell 100.00% 4,200,332 1.63
≡ BILL - Bill.com Holdings Sell 100.00% 2,820,713 1.49
≡ NUAN-OLD - Nuance Communications Inc. Sell 100.00% 9,009,792 1.43
≡ SNOW - Snowflake Inc. Sell 100.00% 1,267,426 1.06
≡ BPMC - Blueprint Medicines Corp. Sell 100.00% 2,709,138 0.96
≡ ARGX - Argenx SE Sell 100.00% 546,259 0.55
≡ PODD - Insulet Corp. Sell 100.00% 380,690 0.36
≡ MDB - MongoDB Inc. Sell 100.00% 131,371 0.13
≡ XM-OLD - Qualtrics International Inc. CL A Sell 100.00% 650,000 0.08
Q1  2021
≡ UNH - United Health Group Inc. Reduce 1.05% 33,446 0.05
≡ COUP-OLD - Coupa Software Inc. Reduce 1.63% 68,793 0.06
≡ CVNA - Carvana Co. Reduce 1.64% 40,056 0.04
≡ SHOP - Shopify Inc. Reduce 4.61% 828,000 0.33
≡ DDOG - DATADOG Inc. Reduce 7.73% 548,135 0.17
≡ TEAM - Atlassian Corp. Reduce 13.10% 448,548 0.34
≡ SQ - Block Inc. Reduce 25.11% 1,054,279 0.87
≡ MA - Mastercard Inc. Reduce 25.29% 687,664 0.89
≡ NFLX - Netflix Inc. Reduce 25.45% 624,000 1.18
≡ BILI - Bilibili Inc. Reduce 30.04% 1,803,795 0.70
≡ GPN - Global Payments Inc. Reduce 32.94% 2,085,724 1.53
≡ MDB - MongoDB Inc. Reduce 85.07% 748,461 0.74