Stephen Mandel - Lone Pine Capital

History Stock Activity ▲ Share change % change to portfolio
Q2  2012
≡ TDG - TransDigm Group Inc. Add 4.21% 140,233 0.12
≡ BKNG - Booking Holdings Inc. Add 4.36% 47,100 0.20
≡ AH - Accretive Health Inc. Add 5.92% 524,641 0.04
≡ BEAV - BE Aerospace Inc. Add 6.32% 269,115 0.07
≡ WYN-OLD - Wyndham Worldwide Add 7.69% 520,595 0.17
≡ LULU - Lululemon Athletica Inc. Add 10.63% 404,814 0.15
≡ AAPL - Apple Inc. Add 13.05% 4,599,420 0.61
≡ MON-OLD - Monsanto Co. Add 23.82% 1,550,082 0.82
≡ BSBR - Banco Santander (Brasil) S.A. Add 29.32% 3,670,349 0.18
≡ RL - Ralph Lauren Corp. Add 45.57% 1,378,097 1.23
≡ CTSH - Cognizant Technology Solutions Add 46.27% 5,377,284 1.02
≡ CPRI - Capri Holdings Ltd Add 74.95% 3,942,111 1.05
≡ HTHT-OLD - China Lodging Group Add 83.97% 3,192,116 0.06
≡ GPS - Gap Inc. Add 91.80% 10,291,610 1.79
≡ DIS - Walt Disney Co. Add 100.74% 5,936,181 1.83
≡ ULTA - Ulta Beauty Inc. Add 163.00% 2,168,372 1.29
≡ KMI - Kinder Morgan Add 315.73% 13,385,106 2.74
≡ TSCO - Tractor Supply Add 1145.80% 5,438,560 1.43
≡ NFLX - Netflix Inc. Buy 2,526,916 0.16
≡ BUD - Anheuser-Busch InBev Buy 704,561 0.36
≡ COO-OLD - Cooper Companies Buy 2,017,657 1.02
≡ KSS - Kohl's Corp. Buy 4,274,293 1.24
≡ HCA - HCA Healthcare Inc. Buy 7,366,988 1.43
≡ DVA - DaVita HealthCare Partners Buy 6,098,278 1.90
≡ LBTYA - Liberty Global Ltd CL A Buy 6,080,909 1.92
≡ NWSA - News Corp. Buy 13,675,800 1.94
≡ EBAY - eBay Inc. Buy 13,903,725 3.71
Q1  2012
≡ TDC - Teradata Corp. Add 4.28% 296,500 0.13
≡ TDG - TransDigm Group Inc. Add 6.80% 212,258 0.16
≡ MON-OLD - Monsanto Co. Add 9.82% 582,072 0.30
≡ EQIX - Equinix Inc. Add 13.83% 384,533 0.39
≡ NTES - NetEase.com Inc. Add 20.01% 1,493,156 0.56
≡ QCOM - QUALCOMM Inc. Add 21.35% 1,350,821 0.59
≡ CPRI - Capri Holdings Ltd Add 44.06% 1,608,745 0.48
≡ GRA - WR Grace & Co. Add 67.91% 1,347,378 0.50
≡ GMCR - Keurig Green Mountain Inc. Add 114.98% 3,201,753 0.97
≡ KMI - Kinder Morgan Add 129.64% 2,393,317 0.60
≡ EP - El Paso Corp. Add 382.19% 25,075,010 4.78
≡ TSCO - Tractor Supply Buy 474,652 0.14
≡ ARBA - Ariba Inc. Buy 1,554,231 0.33
≡ TRIP - TripAdvisor Inc. Buy 1,865,613 0.43
≡ WYNN - Wynn Resorts Ltd. Buy 695,207 0.56
≡ OC - Owens Corning Buy 2,486,720 0.58
≡ BSBR - Banco Santander (Brasil) S.A. Buy 12,519,785 0.74
≡ ULTA - Ulta Beauty Inc. Buy 1,330,266 0.80
≡ EL - Estee Lauder Cos. Buy 3,163,643 1.26
≡ BEAV - BE Aerospace Inc. Buy 4,259,738 1.28
≡ ROST - Ross Stores Inc. Buy 7,954,592 1.49
≡ DIS - Walt Disney Co. Buy 5,892,808 1.66
≡ GPS - Gap Inc. Buy 11,210,965 1.89
≡ AZO - AutoZone Inc. Buy 1,064,500 2.55
Q4  2011
≡ TDG - TransDigm Group Inc. Add 0.97% 30,000 0.02
≡ ESRX - Express Scripts Add 2.49% 335,200 0.11
≡ ISS - iSoftStone Holdings Ltd. Add 3.96% 199,941 0.01
≡ AAPL - Apple Inc. Add 4.42% 2,550,800 0.28
≡ NTAP - NetApp Inc. Add 5.04% 480,000 0.13
≡ WSM - Williams-Sonoma Inc. Add 7.06% 411,057 0.12
≡ WYN-OLD - Wyndham Worldwide Add 8.05% 615,226 0.18
≡ CTRP - Ctrip.com International Ltd. Add 9.43% 1,621,692 0.14
≡ RL - Ralph Lauren Corp. Add 11.01% 464,000 0.49
≡ WBC - WABCO Holdings Inc. Add 11.65% 512,343 0.17
≡ MON-OLD - Monsanto Co. Add 13.53% 706,048 0.38
≡ AH - Accretive Health Inc. Add 15.52% 1,216,861 0.21
≡ NTES - NetEase.com Inc. Add 16.99% 1,083,960 0.37
≡ HMIN - Home Inns & Hotels Management Inc. Add 26.20% 240,800 0.05
≡ OII - Oceaneering Int'l Add 29.72% 1,795,790 0.63
≡ LVS - Las Vegas Sands Corp. Add 31.65% 2,331,114 0.76
≡ SVN - 7 Days Group Holdings Add 36.69% 366,629 0.03
≡ GOOGL - Alphabet Inc. Add 43.58% 8,178,180 2.02
≡ EDU - New Oriental Education & Technology Add 48.02% 3,230,359 0.59
≡ FOSL - Fossil Inc. Add 50.43% 1,000,754 0.61
≡ HTHT-OLD - China Lodging Group Add 63.18% 2,645,436 0.07
≡ TDC - Teradata Corp. Add 97.62% 3,424,020 1.27
≡ V - Visa Inc. Add 111.12% 10,099,544 1.96
≡ BKNG - Booking Holdings Inc. Add 126.89% 820,234 2.94
≡ KMI - Kinder Morgan Buy 1,846,158 0.45
≡ EBAY - eBay Inc. Buy 2,517,124 0.58
≡ GRA - WR Grace & Co. Buy 1,984,147 0.70
≡ CPRI - Capri Holdings Ltd Buy 3,651,155 0.76
≡ GMCR - Keurig Green Mountain Inc. Buy 2,784,721 0.96
≡ WTW - Willis Towers Watson plc Buy 3,529,442 1.05
≡ VFC - V.F. Corp. Buy 5,443,000 1.32
≡ EP - El Paso Corp. Buy 6,560,799 1.33
≡ LULU - Lululemon Athletica Inc. Buy 4,539,163 1.62
≡ BIDU - Baidu Inc. Buy 2,397,810 2.14
≡ FTI - TechnipFMC plc Buy 6,238,283 2.49
Q3  2011
≡ CCI - Crown Castle International Corp. Add 0.49% 59,322 0.02
≡ TDG - TransDigm Group Inc. Add 2.08% 63,100 0.04
≡ MON-OLD - Monsanto Co. Add 2.71% 137,515 0.07
≡ RL - Ralph Lauren Corp. Add 3.18% 129,916 0.14
≡ EQIX - Equinix Inc. Add 3.94% 119,121 0.09
≡ AAPL - Apple Inc. Add 4.16% 2,300,592 0.26
≡ CTRP - Ctrip.com International Ltd. Add 6.27% 1,013,760 0.14
≡ WBC - WABCO Holdings Inc. Add 8.35% 339,007 0.11
≡ IFF - International Flavors & Fragrances Inc. Add 9.12% 250,000 0.12
≡ GOOGL - Alphabet Inc. Add 12.88% 2,141,120 0.46
≡ WYN-OLD - Wyndham Worldwide Add 13.57% 913,105 0.22
≡ HMIN - Home Inns & Hotels Management Inc. Add 14.32% 115,079 0.03
≡ DLTR - Dollar Tree Inc. Add 14.96% 928,374 0.29
≡ FWONA - Liberty Media Corp Formula One Series A Add 16.48% 352,128 0.19