Stephen Mandel - Lone Pine Capital
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q1  2022 | ≡ | BILL - Bill.com Holdings | Buy | 1,365,353 | 1.84 | ≡ | TMO - Thermo Fisher Scientific | Buy | 520,709 | 1.83 | ≡ | HUBS - HubSpot Inc. | Buy | 446,951 | 1.26 | ≡ | FCNCA - First Citizens Bancshares | Buy | 91,634 | 0.36 |
Q4  2021 | ≡ | MQ - Marqeta Inc. | Add 566.67% | 14,855,275 | 1.05 | ≡ | NTES - NetEase.com Inc. | Add 338.51% | 3,437,153 | 1.44 | ≡ | CFLT - Confluent Inc. | Add 215.39% | 3,003,928 | 0.94 | ≡ | AMZN - Amazon.com Inc. | Add 70.95% | 5,124,180 | 3.50 | ≡ | SNAP - Snap Inc. | Add 47.88% | 10,839,980 | 2.09 | ≡ | RH - RH | Add 24.27% | 313,268 | 0.69 | ≡ | WDAY - Workday Inc. | Add 16.90% | 840,799 | 0.94 | ≡ | AMPL - Amplitude Inc. | Add 15.37% | 250,000 | 0.05 | ≡ | MTCH - Match Group Inc. | Add 14.13% | 1,098,413 | 0.60 | ≡ | DASH - DoorDash Inc. | Add 10.62% | 791,912 | 0.48 | ≡ | FTCHF - Farfetch Ltd | Add 6.51% | 1,494,801 | 0.20 | ≡ | BEKE - KE Holdings Inc. | Add 2.50% | 755,277 | 0.06 | ≡ | MA - Mastercard Inc. | Buy | 4,822,796 | 7.10 | ≡ | V - Visa Inc. | Buy | 4,833,625 | 4.29 | ≡ | SNOW - Snowflake Inc. | Buy | 1,646,640 | 2.29 | ≡ | SG - Sweetgreen Inc Class A | Buy | 4,556,503 | 0.60 | ≡ | AVDX - Avidxchange Holdings Inc | Buy | 5,080,632 | 0.31 |
Q3  2021 | ≡ | BEKE - KE Holdings Inc. | Add 131.09% | 17,132,569 | 1.06 | ≡ | TWTR-OLD - Twitter Inc. | Add 117.45% | 11,630,881 | 2.37 | ≡ | CFLT - Confluent Inc. | Add 114.56% | 744,644 | 0.15 | ≡ | STNE - StoneCo Ltd. | Add 70.61% | 6,246,680 | 0.73 | ≡ | WDAY - Workday Inc. | Add 45.12% | 1,546,502 | 1.30 | ≡ | RH - RH | Add 26.43% | 269,795 | 0.61 | ≡ | FATE - Fate Therapeutics Inc. | Add 25.72% | 450,000 | 0.09 | ≡ | FTCHF - Farfetch Ltd | Add 21.62% | 4,078,246 | 0.52 | ≡ | PVH - PVH Corp. | Add 21.25% | 577,900 | 0.20 | ≡ | TDG - TransDigm Group Inc. | Add 9.32% | 66,879 | 0.14 | ≡ | MTCH - Match Group Inc. | Add 0.35% | 27,367 | 0.01 | ≡ | BILI - Bilibili Inc. | Buy | 8,612,782 | 1.92 | ≡ | VSCO - Victoria's Secret & Co. | Buy | 8,609,543 | 1.60 | ≡ | VTEX - VTEX | Buy | 5,274,887 | 0.37 | ≡ | AMPL - Amplitude Inc. | Buy | 1,627,000 | 0.30 | ≡ | NTES - NetEase.com Inc. | Buy | 1,015,388 | 0.29 | ≡ | MQ - Marqeta Inc. | Buy | 2,621,520 | 0.20 | ≡ | FRSH - Freshworks Inc. | Buy | 275,000 | 0.04 |
Q2  2021 | ≡ | SQ - Block Inc. | Add 81.72% | 2,570,126 | 2.02 | ≡ | NOW - ServiceNow Inc. | Add 66.95% | 990,073 | 1.75 | ≡ | WDAY - Workday Inc. | Add 59.16% | 1,273,903 | 0.98 | ≡ | FTCHF - Farfetch Ltd | Add 37.90% | 5,185,556 | 0.84 | ≡ | STNE - StoneCo Ltd. | Add 35.39% | 2,312,176 | 0.50 | ≡ | GPN - Global Payments Inc. | Add 30.55% | 1,296,998 | 0.78 | ≡ | MTCH - Match Group Inc. | Add 24.85% | 1,541,815 | 0.80 | ≡ | COUP-OLD - Coupa Software Inc. | Add 12.47% | 517,724 | 0.44 | ≡ | DASH - DoorDash Inc. | Add 10.96% | 736,606 | 0.42 | ≡ | AMZN - Amazon.com Inc. | Add 0.62% | 59,940 | 0.03 | ≡ | MRNA - Moderna Inc. | Buy | 3,990,897 | 3.02 | ≡ | RH - RH | Buy | 1,020,825 | 2.23 | ≡ | TWTR-OLD - Twitter Inc. | Buy | 9,902,947 | 2.20 | ≡ | BEKE - KE Holdings Inc. | Buy | 13,069,217 | 2.01 | ≡ | TDG - TransDigm Group Inc. | Buy | 717,463 | 1.50 | ≡ | PVH - PVH Corp. | Buy | 2,719,709 | 0.94 | ≡ | FIGS - FIGS Inc. | Buy | 4,274,577 | 0.69 | ≡ | CFLT - Confluent Inc. | Buy | 650,000 | 0.10 | ≡ | S - SentinelOne Inc. | Buy | 175,000 | 0.02 |
Q1  2021 | ≡ | SNOW - Snowflake Inc. | Add 319.59% | 965,366 | 0.81 | ≡ | DASH - DoorDash Inc. | Add 197.91% | 4,466,620 | 2.13 | ≡ | FATE - Fate Therapeutics Inc. | Add 97.96% | 865,618 | 0.26 | ≡ | AMZN - Amazon.com Inc. | Add 87.36% | 4,492,360 | 2.52 | ≡ | FTCHF - Farfetch Ltd | Add 69.65% | 5,616,770 | 1.08 | ≡ | ASND - Ascendis Pharma | Add 60.64% | 542,448 | 0.25 | ≡ | META - Meta Platforms Inc. | Add 58.36% | 2,086,813 | 2.23 | ≡ | ADBE - Adobe Inc. | Add 29.77% | 601,668 | 1.04 | ≡ | MSFT - Microsoft Corp. | Add 23.95% | 1,512,102 | 1.29 | ≡ | SNAP - Snap Inc. | Add 23.09% | 4,504,987 | 0.86 | ≡ | NOW - ServiceNow Inc. | Add 22.15% | 268,139 | 0.49 | ≡ | MELI - Mercadolibre Inc. | Add 19.77% | 118,041 | 0.63 | ≡ | MTCH - Match Group Inc. | Add 17.80% | 937,602 | 0.47 | ≡ | DXCM - DexCom Inc. | Add 4.64% | 421,356 | 0.14 | ≡ | STNE - StoneCo Ltd. | Add 2.60% | 165,800 | 0.04 | ≡ | BILL - Bill.com Holdings | Add 1.88% | 52,006 | 0.03 | ≡ | ARGX - Argenx SE | Add 1.86% | 10,000 | 0.01 | ≡ | IBN - ICICI Bank Ltd. | Buy | 43,155,826 | 2.51 | ≡ | WDAY - Workday Inc. | Buy | 2,153,463 | 1.94 | ≡ | PODD - Insulet Corp. | Buy | 380,690 | 0.36 | ≡ | XM-OLD - Qualtrics International Inc. CL A | Buy | 650,000 | 0.08 |
Q4  2020 | ≡ | DXCM - DexCom Inc. | Add 389.72% | 7,218,888 | 2.43 | ≡ | MELI - Mercadolibre Inc. | Add 179.54% | 383,509 | 2.34 | ≡ | MA - Mastercard Inc. | Add 54.20% | 955,826 | 1.24 | ≡ | BILL - Bill.com Holdings | Add 24.93% | 552,441 | 0.27 | ≡ | ADBE - Adobe Inc. | Add 19.60% | 331,125 | 0.60 | ≡ | NFLX - Netflix Inc. | Add 8.92% | 200,897 | 0.39 | ≡ | DDOG - DATADOG Inc. | Add 8.26% | 541,225 | 0.19 | ≡ | NUAN-OLD - Nuance Communications Inc. | Add 6.24% | 529,174 | 0.08 | ≡ | SHOP - Shopify Inc. | Add 4.22% | 727,420 | 0.30 | ≡ | TEAM - Atlassian Corp. | Add 4.06% | 133,573 | 0.11 | ≡ | SNAP - Snap Inc. | Buy | 19,510,587 | 3.55 | ≡ | CVNA - Carvana Co. | Buy | 2,448,265 | 2.13 | ≡ | BILI - Bilibili Inc. | Buy | 6,004,127 | 1.87 | ≡ | FTCHF - Farfetch Ltd | Buy | 8,064,560 | 1.87 | ≡ | FIS - Fidelity National Information Services | Buy | 2,799,907 | 1.44 | ≡ | DASH - DoorDash Inc. | Buy | 2,256,931 | 1.17 | ≡ | MDB - MongoDB Inc. | Buy | 879,832 | 1.15 | ≡ | BPMC - Blueprint Medicines Corp. | Buy | 2,709,138 | 1.10 | ≡ | ARGX - Argenx SE | Buy | 536,259 | 0.57 | ≡ | FOLD - Amicus Therapeutics Inc. | Buy | 6,678,788 | 0.56 | ≡ | ASND - Ascendis Pharma | Buy | 894,533 | 0.54 |