Stephen Mandel - Lone Pine Capital

History Stock Activity ▼ Share change % change to portfolio
Q2  2018
≡ EA - Electronic Arts Reduce 11.50% 820,596 0.61
≡ CPAY - Corpay Inc. Reduce 12.04% 138,597 0.15
≡ TRU - TransUnion Reduce 13.73% 1,611,666 0.61
≡ STZ - Constellation Brands Reduce 20.03% 971,254 1.12
≡ ADBE - Adobe Inc. Reduce 21.12% 1,192,966 1.54
≡ AMZN - Amazon.com Inc. Reduce 26.50% 3,061,840 1.38
≡ PYPL - PayPal Holdings Inc. Reduce 40.71% 4,339,053 1.91
≡ META - Meta Platforms Inc. Reduce 55.79% 4,296,692 4.42
≡ AVGO - Broadcom Inc. Sell 100.00% 2,737,741 3.27
≡ TSM - Taiwan Semiconductor S.A. Sell 100.00% 12,349,027 2.74
≡ BLK - BlackRock Inc. Sell 100.00% 918,870 2.52
≡ TMUS - T-Mobile US Inc. Sell 100.00% 3,486,629 1.08
≡ EXAS - Exact Sciences Corp. Sell 100.00% 1,298,001 0.27
Q1  2018
≡ STZ - Constellation Brands Reduce 0.41% 20,019 0.02
≡ EA - Electronic Arts Reduce 2.33% 170,168 0.10
≡ ADBE - Adobe Inc. Reduce 2.44% 141,200 0.15
≡ BABA - Alibaba Group Holdings Reduce 5.76% 365,816 0.34
≡ BKNG - Booking Holdings Inc. Reduce 7.99% 44,081 0.46
≡ ATVI - Activision Blizzard Inc. Reduce 15.05% 2,578,546 0.88
≡ BLK - BlackRock Inc. Reduce 16.76% 185,000 0.51
≡ AMZN - Amazon.com Inc. Reduce 24.96% 3,844,000 1.41
≡ NOW - ServiceNow Inc. Reduce 34.96% 1,439,075 1.20
≡ BUD - Anheuser-Busch InBev Sell 100.00% 5,254,307 3.06
≡ CHTR - Charter Communications Sell 100.00% 1,727,722 3.03
≡ EQIX - Equinix Inc. Sell 100.00% 1,122,529 2.66
≡ MA - Mastercard Inc. Sell 100.00% 3,362,667 2.66
≡ CRM - Salesforce.com Sell 100.00% 4,864,570 2.60
≡ TV - Grupo Televisa SA Sell 100.00% 20,091,736 1.96
≡ A - Agilent Technologies Sell 100.00% 3,607,622 1.26
Q4  2017
≡ IQV - IQVIA Holdings Inc. Reduce 1.86% 187,448 0.10
≡ TV - Grupo Televisa SA Reduce 3.61% 751,731 0.07
≡ MELI - Mercadolibre Inc. Reduce 5.71% 93,039 0.15
≡ EQIX - Equinix Inc. Reduce 11.87% 151,123 0.36
≡ META - Meta Platforms Inc. Reduce 12.56% 631,809 0.58
≡ ATVI - Activision Blizzard Inc. Reduce 13.63% 2,704,966 0.90
≡ TRU - TransUnion Reduce 14.36% 1,773,209 0.51
≡ MSFT - Microsoft Corp. Reduce 15.40% 1,745,076 0.78
≡ UNH - United Health Group Inc. Reduce 17.29% 761,163 0.88
≡ NOW - ServiceNow Inc. Reduce 21.92% 1,155,428 0.79
≡ CRM - Salesforce.com Reduce 22.43% 1,406,236 0.75
≡ MA - Mastercard Inc. Reduce 25.06% 1,124,702 0.89
≡ BABA - Alibaba Group Holdings Reduce 27.99% 2,467,034 2.22
≡ STZ - Constellation Brands Reduce 31.19% 2,206,973 2.63
≡ AVGO - Broadcom Inc. Reduce 51.61% 2,627,344 3.52
≡ WYNN - Wynn Resorts Ltd. Reduce 52.61% 1,410,076 1.24
≡ CHTR - Charter Communications Reduce 52.80% 1,932,930 3.39
≡ CMCSA - Comcast Corp. Sell 100.00% 32,595,590 6.18
≡ EXPE - Expedia Group Inc. Sell 100.00% 4,656,018 3.30
≡ ICE - Intercontinental Exchange Inc. Sell 100.00% 8,749,665 2.96
≡ TMUS - T-Mobile US Inc. Sell 100.00% 4,561,573 1.39
≡ AAP - Advance Auto Parts Sell 100.00% 2,358,917 1.15
≡ WP - Worldpay Inc. Sell 100.00% 2,291,437 0.80
Q3  2017
≡ MA - Mastercard Inc. Reduce 3.32% 154,000 0.11
≡ AVGO - Broadcom Inc. Reduce 4.31% 229,231 0.27
≡ ATVI - Activision Blizzard Inc. Reduce 7.87% 1,695,700 0.54
≡ CHTR - Charter Communications Reduce 15.92% 693,180 1.24
≡ META - Meta Platforms Inc. Reduce 18.41% 1,135,793 0.96
≡ BABA - Alibaba Group Holdings Reduce 24.44% 2,851,789 2.43
≡ TMUS - T-Mobile US Inc. Reduce 35.96% 2,561,944 0.78
≡ CPAY - Corpay Inc. Reduce 87.77% 5,754,022 4.38
≡ ORLY - O'Reilly Automotive Sell 100.00% 2,841,170 3.16
≡ GEN - Gen Digital Inc. Sell 100.00% 21,085,032 3.03
≡ CSX - CSX Corp. Sell 100.00% 30,944,604 2.86
≡ ULTA - Ulta Beauty Inc. Sell 100.00% 1,438,673 2.10
≡ ANET - Arista Networks Inc. Sell 100.00% 1,845,638 1.41
≡ ATUS - Altice USA, Inc. Sell 100.00% 8,395,511 1.38
≡ LNG - Cheniere Energy Inc. Sell 100.00% 5,186,332 1.28
≡ SNAP - Snap Inc. Sell 100.00% 7,599,408 0.66
≡ ALB - Albemarle Corp. Sell 100.00% 1,158,452 0.62
≡ FWONK - Liberty Media Corp Formula One Series C Sell 100.00% 2,919,817 0.54
Q2  2017
≡ ULTA - Ulta Beauty Inc. Reduce 5.59% 85,262 0.12
≡ STZ - Constellation Brands Reduce 9.43% 684,941 0.67
≡ EQIX - Equinix Inc. Reduce 11.02% 157,809 0.34
≡ ATVI - Activision Blizzard Inc. Reduce 13.17% 3,265,525 0.96
≡ ADBE - Adobe Inc. Reduce 18.33% 882,700 0.64
≡ GEN - Gen Digital Inc. Reduce 20.29% 5,365,985 0.77
≡ CHTR - Charter Communications Reduce 23.22% 1,316,402 2.26
≡ CSX - CSX Corp. Reduce 28.26% 12,190,665 1.13
≡ ALB - Albemarle Corp. Reduce 41.28% 814,315 0.44
≡ NKE - NIKE Inc. Sell 100.00% 19,159,688 5.62
≡ EA - Electronic Arts Sell 100.00% 7,779,975 3.67
≡ V - Visa Inc. Sell 100.00% 6,165,815 2.88
≡ BKNG - Booking Holdings Inc. Sell 100.00% 297,090 2.78
≡ DLTR - Dollar Tree Inc. Sell 100.00% 6,544,364 2.70
≡ RICE-OLD - Rice Energy Inc. Sell 100.00% 13,704,768 1.71
≡ COMM - CommScope Holding Co. Sell 100.00% 7,427,085 1.63
≡ SHPG - Shire plc Sell 100.00% 1,714,306 1.57
≡ ALGN - Align Technology Inc. Sell 100.00% 2,476,534 1.50
≡ OVV - Ovintiv Inc. Sell 100.00% 4,693,165 1.45
≡ HUM - Humana Inc. Sell 100.00% 1,184,119 1.28
≡ HDB - HDFC Bank Ltd. Sell 100.00% 1,312,249 0.52
Q1  2017
≡ BKNG - Booking Holdings Inc. Reduce 2.42% 7,381 0.07
≡ CPAY - Corpay Inc. Reduce 3.99% 187,062 0.15
≡ ADBE - Adobe Inc. Reduce 4.24% 213,003 0.15
≡ V - Visa Inc. Reduce 5.89% 385,662 0.18
≡ SHPG - Shire plc Reduce 9.98% 190,000 0.17
≡ META - Meta Platforms Inc. Reduce 13.86% 821,600 0.61
≡ ULTA - Ulta Beauty Inc. Reduce 15.23% 273,703 0.41
≡ EA - Electronic Arts Reduce 17.43% 1,642,200 0.77
≡ EQIX - Equinix Inc. Reduce 25.16% 481,223 1.02