PayPal Holdings Inc. (PYPL)

Sector:Financials
Super Investor Stats:
Ownership count:9
Ownership rank:29
% of all portfolios:0.46%
Hold Price * :$77.90
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Lee Ainslie - Maverick Capital Add 180.58% 22,800 0.03
Harry Burn - Sound Shore Buy 1,077,563 2.73
Lindsell Train Reduce 0.48% 22,080 0.04
David Katz - Matrix Asset Advisors Reduce 1.43% 3,254 0.03
David Rolfe - Wedgewood Partners Reduce 1.56% 7,828 0.12
Pat Dorsey - Dorsey Asset Management Reduce 2.88% 34,525 0.29
Polen Capital Management Reduce 30.99% 3,957 0.00
Q2  2024
David Katz - Matrix Asset Advisors Add 0.76% 1,715 0.01
Mason Hawkins - Longleaf Partners Buy 686,174 3.87
Francis Chou - Chou Associates Buy 41,000 1.71
Lee Ainslie - Maverick Capital Buy 12,626 0.01
Pat Dorsey - Dorsey Asset Management Reduce 1.27% 15,414 0.11
David Rolfe - Wedgewood Partners Reduce 2.06% 10,585 0.14
Lindsell Train Reduce 3.62% 173,500 0.24
Polen Capital Management Reduce 74.19% 36,708 0.00
Q1  2024
David Katz - Matrix Asset Advisors Add 14.34% 28,328 0.23
Pat Dorsey - Dorsey Asset Management Reduce 1.32% 16,258 0.13
David Rolfe - Wedgewood Partners Reduce 1.41% 7,322 0.09
Lindsell Train Reduce 8.90% 467,943 0.65
Polen Capital Management Reduce 99.76% 20,745,006 4.19
Q4  2023
David Rolfe - Wedgewood Partners Add 49.10% 171,607 2.10
David Katz - Matrix Asset Advisors Add 30.20% 45,811 0.36
Lindsell Train Reduce 1.11% 59,000 0.07
Polen Capital Management Reduce 4.11% 891,181 0.13
Pat Dorsey - Dorsey Asset Management Reduce 5.51% 71,583 0.57
Q3  2023
Pat Dorsey - Dorsey Asset Management Add 100.55% 651,940 4.98
Lindsell Train Reduce 1.39% 75,000 0.09
Polen Capital Management Reduce 2.15% 477,360 0.07
David Katz - Matrix Asset Advisors Reduce 20.69% 39,570 0.33
David Rolfe - Wedgewood Partners Reduce 27.62% 133,356 1.87
Q2  2023
Polen Capital Management Add 77.02% 9,642,649 1.60
David Rolfe - Wedgewood Partners Add 46.13% 152,432 1.64
David Katz - Matrix Asset Advisors Add 5.48% 9,945 0.09
Lindsell Train Add 0.09% 5,000 0.01
Pat Dorsey - Dorsey Asset Management Reduce 9.81% 70,559 0.62
Thomas Gayner - Markel Group Sell 100.00% 59,877 0.06
Lee Ainslie - Maverick Capital Sell 100.00% 8,318 0.02
Q1  2023
Lee Ainslie - Maverick Capital Add 100.97% 4,179 0.01
Thomas Gayner - Markel Group Add 22.92% 11,164 0.01
David Rolfe - Wedgewood Partners Add 6.51% 20,187 0.26
David Katz - Matrix Asset Advisors Add 4.55% 7,884 0.09
Polen Capital Management Add 2.25% 275,902 0.06
Lindsell Train Add 1.79% 94,600 0.13
Pat Dorsey - Dorsey Asset Management Reduce 3.62% 27,028 0.23
Dodge & Cox Sell 100.00% 5,336,500 0.44
Q4  2022
Thomas Gayner - Markel Group Add 40.80% 14,116 0.01
David Katz - Matrix Asset Advisors Add 13.75% 20,971 0.22
Pat Dorsey - Dorsey Asset Management Add 0.73% 5,394 0.06
Lee Ainslie - Maverick Capital Buy 4,139 0.01
David Rolfe - Wedgewood Partners Reduce 0.58% 1,802 0.02
Lindsell Train Reduce 1.16% 62,100 0.08
Polen Capital Management Reduce 3.91% 497,581 0.10
Stephen Mandel - Lone Pine Capital Sell 100.00% 8,294,340 6.73
Terry Smith - Fundsmith Sell 100.00% 5,611,242 2.29
Viking Global Investors Sell 100.00% 1,713,801 0.68
Chase Coleman - Tiger Global Management Sell 100.00% 54,300 0.04
Q3  2022
Stephen Mandel - Lone Pine Capital Add 93.39% 4,005,315 3.25
Thomas Gayner - Markel Group Add 55.42% 12,336 0.01
Lindsell Train Add 1.47% 77,340 0.14
Dodge & Cox Add 0.20% 10,500 0.00
Pat Dorsey - Dorsey Asset Management Add 0.13% 940 0.01
Viking Global Investors Buy 1,713,801 0.68
Chase Coleman - Tiger Global Management Buy 54,300 0.04
Polen Capital Management Reduce 1.76% 227,812 0.05
David Rolfe - Wedgewood Partners Reduce 6.01% 19,936 0.32
David Katz - Matrix Asset Advisors Reduce 12.90% 22,574 0.32
Terry Smith - Fundsmith Reduce 41.86% 4,040,576 1.65
Q2  2022
David Katz - Matrix Asset Advisors Add 133.99% 100,240 1.08
Thomas Gayner - Markel Group Add 110.98% 11,710 0.01
David Rolfe - Wedgewood Partners Add 22.53% 61,041 0.74
Polen Capital Management Add 0.45% 58,188 0.01
Lindsell Train Add 0.29% 15,000 0.02
Pat Dorsey - Dorsey Asset Management Add 0.08% 620 0.01
Stephen Mandel - Lone Pine Capital Buy 4,289,025 2.82
Dodge & Cox Buy 5,326,000 0.44
Terry Smith - Fundsmith Reduce 7.87% 825,019 0.25
Q1  2022
David Rolfe - Wedgewood Partners Add 79.28% 119,820 1.95
Polen Capital Management Add 72.78% 5,438,958 1.23
Pat Dorsey - Dorsey Asset Management Add 29.37% 167,787 1.87
Lindsell Train Add 25.42% 1,066,000 1.94
David Katz - Matrix Asset Advisors Buy 74,812 1.16
Thomas Gayner - Markel Group Buy 10,551 0.01
Terry Smith - Fundsmith Reduce 19.53% 2,542,615 1.01
Chase Coleman - Tiger Global Management Sell 100.00% 896,001 0.37
Q4  2021
Polen Capital Management Add 8.64% 594,061 0.19
Terry Smith - Fundsmith Add 5.95% 730,632 0.34
Lindsell Train Add 4.44% 178,200 0.49
David Rolfe - Wedgewood Partners Add 0.92% 1,380 0.03
Pat Dorsey - Dorsey Asset Management Add 0.43% 2,464 0.04
John Armitage - Egerton Capital Sell 100.00% 1,478,478 1.83
Thomas Gayner - Markel Group Sell 100.00% 1,830 0.01
Q3  2021
Pat Dorsey - Dorsey Asset Management Add 3.62% 19,865 0.45
Polen Capital Management Add 3.04% 202,828 0.10
Terry Smith - Fundsmith Reduce 0.01% 650 0.00
David Rolfe - Wedgewood Partners Reduce 1.45% 2,206 0.08
John Armitage - Egerton Capital Reduce 1.48% 22,136 0.03
Lindsell Train Reduce 4.95% 209,000 0.75
Q2  2021
Pat Dorsey - Dorsey Asset Management Add 17.97% 83,614 1.84
Polen Capital Management Add 3.75% 241,506 0.13
John Armitage - Egerton Capital Add 0.44% 6,524 0.01

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.