Stephen Mandel - Lone Pine Capital

History Stock Activity ▼ Share change % change to portfolio
Q2  2014
≡ TIF - Tiffany & Co. Add 60.14% 1,591,825 0.66
≡ CPRI - Capri Holdings Ltd Add 27.44% 2,481,571 0.92
≡ AN - AutoNation Inc. Add 26.94% 1,075,555 0.27
≡ WDAY - Workday Inc. Add 17.75% 530,000 0.20
≡ BHC - Bausch Health Add 14.44% 1,272,748 0.67
≡ BIDU - Baidu Inc. Add 14.21% 1,110,061 0.86
≡ SPGI - S&P Global Inc. Add 13.68% 1,504,812 0.52
≡ CPAY - Corpay Inc. Add 10.95% 596,073 0.33
≡ HOUS - Anywhere Real Estate Inc. Add 5.83% 752,700 0.12
≡ ACT-OLD - Actavis plc Add 4.22% 100,320 0.09
≡ CTSH - Cognizant Technology Solutions Add 2.74% 787,487 0.16
≡ ICE - Intercontinental Exchange Inc. Add 2.58% 427,910 0.07
≡ EQIX - Equinix Inc. Add 1.97% 44,522 0.04
≡ CMCSA - Comcast Corp. Buy 24,302,578 2.72
≡ CP - Canadian Pacific Kansas City Buy 17,546,345 2.65
≡ WMB - Williams Cos. Buy 4,895,000 1.19
≡ UAA - Under Armour Inc. Buy 9,497,928 1.18
≡ JD - JD.com Inc. Buy 8,405,200 1.00
≡ SAVE - Spirit Airlines Buy 3,500,760 0.92
≡ TRIP - TripAdvisor Inc. Buy 1,094,087 0.50
≡ AAL - American Airlines Group Inc. Buy 2,684,674 0.48
≡ WSM - Williams-Sonoma Inc. Buy 1,483,179 0.44
≡ LNG - Cheniere Energy Inc. Buy 567,600 0.17
≡ ANET - Arista Networks Inc. Buy 529,120 0.14
Q1  2014
≡ LL - Lumber Liquidators Holdings Add 429.41% 2,124,981 0.89
≡ LBTYK - Liberty Global Ltd CL C Add 105.03% 10,891,199 1.99
≡ SPGI - S&P Global Inc. Add 102.80% 5,575,404 1.91
≡ SBAC - SBA Communications Corp. Add 63.91% 3,487,296 1.43
≡ LBTYA - Liberty Global Ltd CL A Add 56.57% 2,522,860 0.47
≡ ICE - Intercontinental Exchange Inc. Add 50.86% 5,593,535 0.99
≡ CPRI - Capri Holdings Ltd Add 47.98% 2,932,495 1.23
≡ BIDU - Baidu Inc. Add 44.86% 2,419,744 1.66
≡ CTSH - Cognizant Technology Solutions Add 33.68% 7,237,058 1.65
≡ CPAY - Corpay Inc. Add 24.90% 1,084,947 0.56
≡ OII - Oceaneering Int'l Add 21.90% 684,400 0.22
≡ BHC - Bausch Health Add 13.67% 1,060,217 0.63
≡ ASML - ASML Holding NV Add 12.84% 154,352 0.06
≡ MSFT - Microsoft Corp. Add 10.17% 2,589,978 0.48
≡ ULTA - Ulta Beauty Inc. Add 8.18% 393,485 0.17
≡ HOUS - Anywhere Real Estate Inc. Add 3.78% 470,000 0.09
≡ DBI - Designer Brands Inc. Add 1.34% 91,700 0.01
≡ ACT-OLD - Actavis plc Buy 2,378,308 2.20
≡ LPLA - LPL Financial Holdings Inc. Buy 8,518,366 2.01
≡ ADBE - Adobe Inc. Buy 6,600,334 1.95
≡ EQIX - Equinix Inc. Buy 2,254,694 1.87
≡ JAZ-OLD - Jazz Technologies Inc. Buy 2,344,486 1.46
≡ SFUNY - Fang Holdings Ltd. Buy 88,528 1.36
≡ WYNN - Wynn Resorts Ltd. Buy 1,184,878 1.18
≡ IBN - ICICI Bank Ltd. Buy 28,656,560 1.13
≡ TIF - Tiffany & Co. Buy 2,647,047 1.02
≡ AN - AutoNation Inc. Buy 3,991,755 0.95
≡ CTRP - Ctrip.com International Ltd. Buy 2,317,826 0.26
≡ YNDX - Yandex N.V. Buy 987,950 0.13
Q4  2013
≡ PRKS - United Parks and Resorts Inc. Add 76.15% 1,322,067 0.18
≡ CCI - Crown Castle International Corp. Add 63.51% 4,026,809 1.37
≡ LBTYA - Liberty Global Ltd CL A Add 39.19% 1,255,631 0.52
≡ MA - Mastercard Inc. Add 35.68% 2,499,920 0.97
≡ DVA - DaVita HealthCare Partners Add 34.41% 2,168,750 0.64
≡ LBTYK - Liberty Global Ltd CL C Add 30.80% 2,441,670 0.48
≡ VRSN - Verisign Inc. Add 29.79% 1,456,228 0.40
≡ SWI - SolarWinds Corp. Add 17.49% 996,923 0.17
≡ ASML - ASML Holding NV Add 16.41% 169,400 0.07
≡ DBI - Designer Brands Inc. Add 15.18% 904,096 0.18
≡ WYN-OLD - Wyndham Worldwide Add 10.10% 576,200 0.20
≡ FOXA - Fox Corporation Add 9.12% 1,705,665 0.28
≡ TDG - TransDigm Group Inc. Add 8.31% 212,419 0.16
≡ DG - Dollar General Add 6.90% 1,220,028 0.34
≡ DLTR - Dollar Tree Inc. Add 6.28% 480,000 0.13
≡ HOUS - Anywhere Real Estate Inc. Add 3.56% 426,800 0.10
≡ BIDU - Baidu Inc. Add 1.97% 104,326 0.09
≡ OII - Oceaneering Int'l Add 1.82% 55,996 0.02
≡ ULTA - Ulta Beauty Inc. Add 1.50% 71,196 0.03
≡ MSFT - Microsoft Corp. Buy 25,474,910 4.42
≡ ICE - Intercontinental Exchange Inc. Buy 10,997,120 2.29
≡ SBAC - SBA Communications Corp. Buy 5,456,548 2.27
≡ SPGI - S&P Global Inc. Buy 5,423,331 1.97
≡ ENDP - Endo International plc Buy 4,340,000 1.36
≡ TW-OLD - Towers Watson & Co. Buy 1,098,124 0.65
≡ LL - Lumber Liquidators Holdings Buy 494,858 0.24
Q3  2013
≡ DBI - Designer Brands Inc. Add 237.45% 4,192,022 0.85
≡ LBTYK - Liberty Global Ltd CL C Add 164.14% 4,926,514 0.89
≡ AXP - American Express Add 67.87% 2,524,671 0.91
≡ LBTYA - Liberty Global Ltd CL A Add 59.42% 1,194,185 0.45
≡ HOUS - Anywhere Real Estate Inc. Add 51.93% 4,102,593 0.84
≡ MON-OLD - Monsanto Co. Add 50.71% 3,147,590 1.57
≡ CME - CME Group Add 44.22% 1,724,224 0.61
≡ QCOM - QUALCOMM Inc. Add 43.07% 4,012,785 1.29
≡ DG - Dollar General Add 29.51% 4,029,435 1.09
≡ CCI - Crown Castle International Corp. Add 25.50% 1,288,311 0.45
≡ WYN-OLD - Wyndham Worldwide Add 20.23% 960,124 0.28
≡ GPS - Gap Inc. Add 16.44% 3,148,743 0.61
≡ TPR - Tapestry Inc. Add 10.63% 622,900 0.16
≡ BEAV - BE Aerospace Inc. Add 9.99% 430,580 0.15
≡ CPRI - Capri Holdings Ltd Add 7.37% 657,954 0.23
≡ EQIX - Equinix Inc. Add 3.83% 80,000 0.07
≡ GRFS - Grifols SA Add 0.31% 13,807 0.00
≡ BIDU - Baidu Inc. Buy 5,289,262 3.92
≡ FOXA - Fox Corporation Buy 18,700,570 2.99
≡ MA - Mastercard Inc. Buy 7,006,040 2.25
≡ DVA - DaVita HealthCare Partners Buy 6,302,027 1.71