Stephen Mandel - Lone Pine Capital

History Stock Activity ▼ Share change % change to portfolio
Q2  2018
≡ EA - Electronic Arts Reduce 11.50% 820,596 0.61
≡ CPAY - Corpay Inc. Reduce 12.04% 138,597 0.15
≡ TRU - TransUnion Reduce 13.73% 1,611,666 0.61
≡ STZ - Constellation Brands Reduce 20.03% 971,254 1.12
≡ ADBE - Adobe Inc. Reduce 21.12% 1,192,966 1.54
≡ AMZN - Amazon.com Inc. Reduce 26.50% 3,061,840 1.38
≡ PYPL - PayPal Holdings Inc. Reduce 40.71% 4,339,053 1.91
≡ META - Meta Platforms Inc. Reduce 55.79% 4,296,692 4.42
≡ AVGO - Broadcom Inc. Sell 100.00% 2,737,741 3.27
≡ TSM - Taiwan Semiconductor S.A. Sell 100.00% 12,349,027 2.74
≡ BLK - BlackRock Inc. Sell 100.00% 918,870 2.52
≡ TMUS - T-Mobile US Inc. Sell 100.00% 3,486,629 1.08
≡ EXAS - Exact Sciences Corp. Sell 100.00% 1,298,001 0.27
Q1  2018
≡ WYNN - Wynn Resorts Ltd. Add 78.00% 990,698 0.92
≡ META - Meta Platforms Inc. Add 75.01% 3,300,795 2.67
≡ CPAY - Corpay Inc. Add 43.68% 350,111 0.36
≡ MSFT - Microsoft Corp. Add 26.00% 2,491,700 1.15
≡ SE - Sea Ltd Add 22.96% 740,000 0.04
≡ CSX - CSX Corp. Add 17.45% 5,960,775 0.56
≡ UNH - United Health Group Inc. Add 16.83% 612,852 0.66
≡ PYPL - PayPal Holdings Inc. Add 12.35% 1,171,506 0.45
≡ AVGO - Broadcom Inc. Add 11.15% 274,725 0.33
≡ TRU - TransUnion Add 11.06% 1,168,919 0.34
≡ GOOG - Alphabet Inc. CL C Add 8.79% 1,050,000 0.27
≡ MELI - Mercadolibre Inc. Add 5.64% 86,673 0.16
≡ IQV - IQVIA Holdings Inc. Add 0.23% 22,600 0.01
≡ 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
≡ TMUS - T-Mobile US Inc. Buy 3,486,629 1.08
≡ SQ - Block Inc. Buy 2,694,573 0.67
≡ PAGS - PagSeguro Digital Ltd. Buy 1,821,925 0.35
≡ EXAS - Exact Sciences Corp. Buy 1,298,001 0.27
≡ STZ - Constellation Brands Reduce 0.41% 20,019 0.02
≡ EA - Electronic Arts Reduce 2.33% 170,168 0.10
≡ ADBE - Adobe Inc. Reduce 2.44% 141,200 0.15
≡ BABA - Alibaba Group Holdings Reduce 5.76% 365,816 0.34
≡ BKNG - Booking Holdings Inc. Reduce 7.99% 44,081 0.46
≡ ATVI - Activision Blizzard Inc. Reduce 15.05% 2,578,546 0.88
≡ BLK - BlackRock Inc. Reduce 16.76% 185,000 0.51
≡ AMZN - Amazon.com Inc. Reduce 24.96% 3,844,000 1.41
≡ NOW - ServiceNow Inc. Reduce 34.96% 1,439,075 1.20
≡ BUD - Anheuser-Busch InBev Sell 100.00% 5,254,307 3.06
≡ CHTR - Charter Communications Sell 100.00% 1,727,722 3.03
≡ EQIX - Equinix Inc. Sell 100.00% 1,122,529 2.66
≡ MA - Mastercard Inc. Sell 100.00% 3,362,667 2.66
≡ CRM - Salesforce.com Sell 100.00% 4,864,570 2.60
≡ TV - Grupo Televisa SA Sell 100.00% 20,091,736 1.96
≡ A - Agilent Technologies Sell 100.00% 3,607,622 1.26
Q4  2017
≡ BUD - Anheuser-Busch InBev Add 634.30% 4,538,756 2.64
≡ EA - Electronic Arts Add 72.60% 3,074,082 1.69
≡ ADBE - Adobe Inc. Add 47.27% 1,858,632 1.70
≡ PYPL - PayPal Holdings Inc. Add 41.34% 2,774,998 1.07
≡ BKNG - Booking Holdings Inc. Add 35.47% 144,519 1.31
≡ AMZN - Amazon.com Inc. Buy 15,399,920 4.70
≡ CSX - CSX Corp. Buy 34,150,146 3.27
≡ GOOG - Alphabet Inc. CL C Buy 11,950,060 3.27
≡ BLK - BlackRock Inc. Buy 1,103,870 2.96
≡ TDG - TransDigm Group Inc. Buy 1,410,402 2.02
≡ A - Agilent Technologies Buy 3,607,622 1.26
≡ SE - Sea Ltd Buy 3,223,222 0.22
≡ IQV - IQVIA Holdings Inc. Reduce 1.86% 187,448 0.10
≡ TV - Grupo Televisa SA Reduce 3.61% 751,731 0.07
≡ MELI - Mercadolibre Inc. Reduce 5.71% 93,039 0.15
≡ EQIX - Equinix Inc. Reduce 11.87% 151,123 0.36
≡ META - Meta Platforms Inc. Reduce 12.56% 631,809 0.58
≡ ATVI - Activision Blizzard Inc. Reduce 13.63% 2,704,966 0.90
≡ TRU - TransUnion Reduce 14.36% 1,773,209 0.51
≡ MSFT - Microsoft Corp. Reduce 15.40% 1,745,076 0.78
≡ UNH - United Health Group Inc. Reduce 17.29% 761,163 0.88
≡ NOW - ServiceNow Inc. Reduce 21.92% 1,155,428 0.79
≡ CRM - Salesforce.com Reduce 22.43% 1,406,236 0.75
≡ MA - Mastercard Inc. Reduce 25.06% 1,124,702 0.89
≡ BABA - Alibaba Group Holdings Reduce 27.99% 2,467,034 2.22
≡ STZ - Constellation Brands Reduce 31.19% 2,206,973 2.63
≡ AVGO - Broadcom Inc. Reduce 51.61% 2,627,344 3.52
≡ WYNN - Wynn Resorts Ltd. Reduce 52.61% 1,410,076 1.24
≡ CHTR - Charter Communications Reduce 52.80% 1,932,930 3.39
≡ CMCSA - Comcast Corp. Sell 100.00% 32,595,590 6.18
≡ EXPE - Expedia Group Inc. Sell 100.00% 4,656,018 3.30
≡ ICE - Intercontinental Exchange Inc. Sell 100.00% 8,749,665 2.96
≡ TMUS - T-Mobile US Inc. Sell 100.00% 4,561,573 1.39
≡ AAP - Advance Auto Parts Sell 100.00% 2,358,917 1.15
≡ WP - Worldpay Inc. Sell 100.00% 2,291,437 0.80
Q3  2017
≡ UNH - United Health Group Inc. Add 158.17% 2,697,373 2.60
≡ CRM - Salesforce.com Add 136.77% 3,622,378 1.67
≡ NOW - ServiceNow Inc. Add 63.67% 2,050,681 1.19
≡ CMCSA - Comcast Corp. Add 59.48% 12,157,196 2.30
≡ TRU - TransUnion Add 38.64% 3,440,695 0.80
≡ ICE - Intercontinental Exchange Inc. Add 37.64% 2,392,760 0.81
≡ MSFT - Microsoft Corp. Add 16.95% 1,642,105 0.60
≡ AAP - Advance Auto Parts Add 15.13% 310,065 0.15
≡ STZ - Constellation Brands Add 7.59% 499,306 0.49
≡ EXPE - Expedia Group Inc. Add 2.93% 132,404 0.09
≡ TV - Grupo Televisa SA Add 1.50% 308,100 0.04
≡ BKNG - Booking Holdings Inc. Buy 407,409 3.67
≡ EA - Electronic Arts Buy 4,234,102 2.46
≡ PYPL - PayPal Holdings Inc. Buy 6,713,230 2.12
≡ MELI - Mercadolibre Inc. Buy 1,630,524 2.08
≡ WYNN - Wynn Resorts Ltd. Buy 2,680,127 1.97