Stephen Mandel - Lone Pine Capital

History Stock Activity ▼ Share change % change to portfolio
Q4  2020
≡ 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
≡ FTCHQ - 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
≡ FATE - Fate Therapeutics Inc. Buy 883,666 0.29
≡ ZYME - Zymeworks Inc. Buy 976,735 0.17
≡ FMTX-OLD - Forma Therapeutics Hldgs Buy 800,000 0.10
≡ XP - XP Inc. Buy 80,569 0.01
Q3  2020
≡ COUP-OLD - Coupa Software Inc. Add 103.79% 2,204,929 2.60
≡ MTCH - Match Group Inc. Add 69.42% 3,209,737 1.52
≡ NFLX - Netflix Inc. Add 40.16% 645,021 1.39
≡ ADSK - Autodesk Inc. Add 39.95% 835,779 0.83
≡ DXCM - DexCom Inc. Add 36.38% 494,164 0.22
≡ GPN - Global Payments Inc. Add 33.52% 1,605,510 1.23
≡ UNH - United Health Group Inc. Add 30.50% 922,392 1.23
≡ META - Meta Platforms Inc. Add 11.06% 582,547 0.66
≡ MSFT - Microsoft Corp. Add 3.30% 205,700 0.19
≡ SHOP - Shopify Inc. Add 2.92% 488,060 0.21
≡ DOCU - DocuSign Inc. Buy 4,135,353 3.82
≡ SQ - Block Inc. Buy 5,368,133 3.75
≡ TEAM - Atlassian Corp. Buy 3,289,546 2.57
≡ STNE - StoneCo Ltd. Buy 8,296,213 1.88
≡ NUAN-OLD - Nuance Communications Inc. Buy 8,480,618 1.21
≡ SNOW - Snowflake Inc. Buy 1,002,060 1.08
≡ MELI - Mercadolibre Inc. Buy 213,602 0.99
≡ BILL - Bill.com Holdings Buy 2,216,266 0.95
≡ PODD - Insulet Corp. Buy 462,209 0.47
≡ BEKE - KE Holdings Inc. Buy 1,000,000 0.26
Q2  2020
≡ TDG - TransDigm Group Inc. Add 125.62% 974,755 2.21
≡ DAY - Dayforce Inc. Add 77.47% 2,513,797 1.02
≡ META - Meta Platforms Inc. Add 49.12% 1,734,964 2.02
≡ PYPL - PayPal Holdings Inc. Add 40.11% 2,111,863 1.89
≡ NOW - ServiceNow Inc. Add 30.71% 420,347 0.87
≡ HUM - Humana Inc. Add 12.01% 259,953 0.52
≡ MSFT - Microsoft Corp. Add 5.25% 310,868 0.33
≡ SHOP - Shopify Inc. Add 0.22% 36,090 0.02
≡ BKNG - Booking Holdings Inc. Buy 596,133 4.88
≡ COF - Capital One Financial Buy 10,278,292 3.30
≡ DDOG - DATADOG Inc. Buy 6,832,849 3.05
≡ CRM - Salesforce.com Buy 3,045,252 2.93
≡ ZM - Zoom Video Communications Inc. Buy 1,687,453 2.20
≡ DXCM - DexCom Inc. Buy 1,358,184 0.71
≡ HWM - Howmet Aerospace Inc. Buy 7,888,593 0.64
≡ DFS - Discover Financial Services Buy 2,035,812 0.52
Q1  2020
≡ CVNA - Carvana Co. Add 408.54% 4,097,265 1.37
≡ HUBS - HubSpot Inc. Add 244.12% 550,843 0.45
≡ MDLA - Medallia Inc. Add 151.25% 1,115,590 0.14
≡ MTCH - Match Group Inc. Add 125.40% 3,808,603 1.53
≡ LKNCY - Luckin Coffee Inc. Add 122.88% 7,455,616 1.23
≡ IAC - IAC Inc. Add 104.16% 414,278 0.45
≡ UAA - Under Armour Inc. Add 94.13% 8,452,056 0.48
≡ PYPL - PayPal Holdings Inc. Add 56.51% 1,901,160 1.11
≡ GPN - Global Payments Inc. Add 52.67% 1,709,354 1.50
≡ HUM - Humana Inc. Add 46.94% 691,296 1.32
≡ ADSK - Autodesk Inc. Add 22.36% 735,213 0.70
≡ CP - Canadian Pacific Kansas City Add 21.87% 2,044,865 0.55
≡ MSFT - Microsoft Corp. Add 16.86% 854,877 0.82
≡ AMZN - Amazon.com Inc. Add 13.09% 1,349,340 0.80
≡ UNH - United Health Group Inc. Add 8.74% 370,917 0.56
≡ META - Meta Platforms Inc. Add 3.10% 106,113 0.11
≡ BABA - Alibaba Group Holdings Add 1.55% 96,801 0.11
≡ V - Visa Inc. Buy 3,329,975 3.26
≡ ARNC-OLD - Arconic Corp. Buy 20,660,173 2.02
≡ BBWI - Bath & Body Works Inc. Buy 26,265,094 1.85
≡ HLT - Hilton Worldwide Holdings Buy 2,952,652 1.23
≡ DAY - Dayforce Inc. Buy 3,244,680 0.99
≡ LYV - Live Nation Inc. Buy 3,046,095 0.84
≡ CDNS - Cadence Design Systems Buy 1,288,594 0.52
≡ UA - Under Armour CL C Buy 9,890,481 0.49
≡ PLAN-OLD - ANAPLAN Inc. Buy 2,200,000 0.41
Q4  2019
≡ HLF - Herbalife Nutrition Ltd. Add 85.22% 1,791,049 0.46
≡ META - Meta Platforms Inc. Add 75.83% 1,477,510 1.63
≡ COUP-OLD - Coupa Software Inc. Add 67.38% 940,696 0.74
≡ MELI - Mercadolibre Inc. Add 67.25% 390,332 1.20
≡ MA - Mastercard Inc. Add 48.46% 778,839 1.25
≡ TEAM - Atlassian Corp. Add 34.51% 718,248 0.46
≡ SHOP - Shopify Inc. Add 31.62% 4,354,810 0.93
≡ UNP - Union Pacific Add 25.70% 660,423 0.64
≡ EFX - Equifax Inc. Add 12.37% 379,566 0.29
≡ SQ - Block Inc. Add 9.84% 788,499 0.26
≡ NFLX - Netflix Inc. Add 5.86% 138,089 0.24
≡ UBER - Uber Technologies Inc. Add 2.78% 83,530 0.01
≡ PYPL - PayPal Holdings Inc. Buy 3,364,320 1.95
≡ MTCH - Match Group Inc. Buy 3,037,131 1.34
≡ LKNCY - Luckin Coffee Inc. Buy 6,067,357 1.28
≡ DXCM - DexCom Inc. Buy 4,235,580 1.24
≡ UAA - Under Armour Inc. Buy 8,979,557 1.04
≡ MO - Altria Group Inc. Buy 3,536,654 0.95
≡ ILMN - Illumina Inc. Buy 519,808 0.92
≡ IAC - IAC Inc. Buy 397,739 0.53
≡ CVNA - Carvana Co. Buy 1,002,910 0.49