Stephen Mandel - Lone Pine Capital

History Stock Activity Share change % change to portfolio ▼
Q3  2019
≡ UNH - United Health Group Inc. Add 20.06% 756,600 0.97
≡ NOW - ServiceNow Inc. Add 29.45% 386,300 0.58
≡ COUP-OLD - Coupa Software Inc. Add 113.86% 743,292 0.56
≡ HLF - Herbalife Nutrition Ltd. Buy 2,101,639 0.47
≡ ADSK - Autodesk Inc. Add 12.98% 517,907 0.45
≡ MELI - Mercadolibre Inc. Add 21.84% 104,044 0.34
≡ ATVI - Activision Blizzard Inc. Add 8.91% 919,853 0.29
≡ CHWY - Chewy Inc. Add 54.01% 1,778,608 0.26
≡ SE - Sea Ltd Add 11.87% 728,100 0.13
≡ MDLA - Medallia Inc. Buy 737,593 0.12
≡ TKO - TKO Group Holdings Inc. Add 9.91% 266,875 0.11
≡ SMAR - Smartsheet Inc. Buy 506,100 0.11
≡ TWLO - Twilio Inc. Buy 15,835 0.01
Q2  2019
≡ ATVI - Activision Blizzard Inc. Buy 10,324,534 3.03
≡ SHOP - Shopify Inc. Add 3656.93% 14,627,710 2.73
≡ DPZ - Dominos Pizza Inc. Buy 1,247,255 2.16
≡ UNP - Union Pacific Add 48.81% 1,617,445 1.70
≡ DHI - D.R. Horton Add 89.26% 5,862,601 1.57
≡ SQ - Block Inc. Add 2662.36% 3,194,831 1.44
≡ TKO - TKO Group Holdings Inc. Add 1613.85% 2,535,217 1.14
≡ CRM - Salesforce.com Add 50.07% 981,520 0.92
≡ UBER - Uber Technologies Inc. Buy 3,001,420 0.78
≡ CHWY - Chewy Inc. Buy 3,292,923 0.72
≡ ADSK - Autodesk Inc. Add 15.98% 549,792 0.56
≡ COUP-OLD - Coupa Software Inc. Buy 652,824 0.51
≡ UNH - United Health Group Inc. Add 5.53% 197,536 0.30
≡ BABA - Alibaba Group Holdings Add 4.17% 235,328 0.25
≡ STNE - StoneCo Ltd. Add 21.65% 450,000 0.08
≡ TEAM - Atlassian Corp. Buy 37,900 0.03
Q1  2019
≡ SPGI - S&P Global Inc. Buy 3,091,361 3.80
≡ UNP - Union Pacific Buy 3,313,454 3.24
≡ GOOG - Alphabet Inc. CL C Buy 8,888,380 3.05
≡ DHI - D.R. Horton Buy 6,567,812 1.59
≡ CRM - Salesforce.com Add 197.90% 1,302,213 1.20
≡ MELI - Mercadolibre Inc. Add 48.01% 216,422 0.64
≡ SE - Sea Ltd Add 83.27% 3,300,000 0.45
≡ TDG - TransDigm Group Inc. Add 9.11% 138,733 0.37
≡ TKO - TKO Group Holdings Inc. Buy 157,091 0.08
≡ SHOP - Shopify Inc. Buy 400,000 0.05
≡ SQ - Block Inc. Buy 120,000 0.05
Q4  2018
≡ BKNG - Booking Holdings Inc. Buy 353,496 4.12
≡ AMZN - Amazon.com Inc. Add 112.62% 7,856,940 3.99
≡ MA - Mastercard Inc. Buy 2,944,587 3.76
≡ TIF - Tiffany & Co. Buy 6,776,002 3.69
≡ ADSK - Autodesk Inc. Buy 3,836,207 3.34
≡ META - Meta Platforms Inc. Add 72.65% 2,806,564 2.49
≡ UNH - United Health Group Inc. Add 18.46% 557,057 0.94
≡ STZ - Constellation Brands Add 19.68% 848,390 0.92
≡ CRM - Salesforce.com Buy 658,000 0.61
≡ STNE - StoneCo Ltd. Buy 3,116,475 0.39
≡ TRU - TransUnion Add 3.11% 305,570 0.12
≡ CSX - CSX Corp. Add 2.28% 645,000 0.09
Q3  2018
≡ BABA - Alibaba Group Holdings Add 52.19% 3,337,472 2.83
≡ FDC - First Data Corp. Buy 21,911,495 2.76
≡ UNP - Union Pacific Buy 3,224,826 2.70
≡ GOOG - Alphabet Inc. CL C Add 35.50% 4,669,920 1.43
≡ WYNN - Wynn Resorts Ltd. Add 56.79% 2,157,043 1.41
≡ ADBE - Adobe Inc. Add 21.73% 968,409 1.34
≡ CP - Canadian Pacific Kansas City Add 36.17% 5,175,845 1.13
≡ EA - Electronic Arts Add 24.35% 1,538,448 0.95
≡ ATVI - Activision Blizzard Inc. Add 13.19% 1,881,051 0.81
≡ MSFT - Microsoft Corp. Add 9.86% 1,233,000 0.73
≡ STZ - Constellation Brands Add 11.19% 433,928 0.48
≡ META - Meta Platforms Inc. Add 13.47% 458,653 0.39
≡ NOW - ServiceNow Inc. Add 5.06% 152,384 0.15
≡ NVDA - NVIDIA Corp. Add 4.71% 4,020,000 0.15
≡ NIO - NIO Inc. Buy 3,736,290 0.09
≡ TDG - TransDigm Group Inc. Add 0.07% 1,300 0.00
Q2  2018
≡ CP - Canadian Pacific Kansas City Buy 14,307,890 2.77
≡ NVDA - NVIDIA Corp. Buy 85,390,720 2.67
≡ WYNN - Wynn Resorts Ltd. Add 68.02% 1,537,705 1.36
≡ MELI - Mercadolibre Inc. Add 33.76% 548,373 0.87
≡ TDG - TransDigm Group Inc. Add 24.92% 351,411 0.64
≡ MHK - Mohawk Industries Buy 477,072 0.54
≡ DLTR - Dollar Tree Inc. Add 14.02% 889,190 0.40
≡ BABA - Alibaba Group Holdings Add 6.90% 412,538 0.40
≡ NOW - ServiceNow Inc. Add 12.59% 337,135 0.31
≡ BKNG - Booking Holdings Inc. Add 4.57% 23,213 0.25
≡ MSFT - Microsoft Corp. Add 3.54% 428,000 0.22
≡ PAGS - PagSeguro Digital Ltd. Add 75.04% 1,367,194 0.20
≡ IQV - IQVIA Holdings Inc. Add 2.32% 229,190 0.12
≡ SBAC - SBA Communications Corp. Add 3.63% 123,042 0.11
≡ GOOG - Alphabet Inc. CL C Add 1.20% 156,000 0.05
Q1  2018
≡ DLTR - Dollar Tree Inc. Buy 6,344,385 3.05
≡ SBAC - SBA Communications Corp. Buy 3,385,152 2.93
≡ TSM - Taiwan Semiconductor S.A. Buy 12,349,027 2.74
≡ META - Meta Platforms Inc. Add 75.01% 3,300,795 2.67
≡ MSFT - Microsoft Corp. Add 26.00% 2,491,700 1.15
≡ TMUS - T-Mobile US Inc. Buy 3,486,629 1.08
≡ WYNN - Wynn Resorts Ltd. Add 78.00% 990,698 0.92
≡ SQ - Block Inc. Buy 2,694,573 0.67
≡ UNH - United Health Group Inc. Add 16.83% 612,852 0.66
≡ CSX - CSX Corp. Add 17.45% 5,960,775 0.56
≡ PYPL - PayPal Holdings Inc. Add 12.35% 1,171,506 0.45
≡ CPAY - Corpay Inc. Add 43.68% 350,111 0.36
≡ PAGS - PagSeguro Digital Ltd. Buy 1,821,925 0.35
≡ TRU - TransUnion Add 11.06% 1,168,919 0.34
≡ AVGO - Broadcom Inc. Add 11.15% 274,725 0.33
≡ GOOG - Alphabet Inc. CL C Add 8.79% 1,050,000 0.27
≡ EXAS - Exact Sciences Corp. Buy 1,298,001 0.27