Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  Activision Blizzard Inc (ATVI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 3.59 SEC
2019   Q3 11,244,387 3.59 Add 8.91% 0.29 $52.92 $595,053,000 SEC
2019   Q2 10,324,534 3.15 Buy 3.15 $47.20 $487,318,000 SEC
2019   Q1 0 0.00 Sell 100.00% 5.16 SEC
2018   Q4 15,671,412 5.16 Reduce 2.90% 0.21 $46.57 $729,818,000 SEC
2018   Q3 16,138,688 7.21 Add 13.19% 0.84 $83.19 $1,342,577,000 SEC
2018   Q2 14,257,637 5.92 Reduce 2.05% 0.10 $76.32 $1,088,143,000 SEC
2018   Q1 14,555,953 4.97 Reduce 15.05% 0.85 $67.46 $981,945,000 SEC
2017   Q4 17,134,499 5.66 Reduce 13.63% 0.91 $63.32 $1,084,956,000 SEC
2017   Q3 19,839,465 6.67 Reduce 7.87% 0.52 $64.51 $1,279,844,000 SEC
2017   Q2 21,535,165 6.61 Reduce 13.17% 0.88 $57.57 $1,239,779,000 SEC
2017   Q1 24,800,690 6.68 Add 20.11% 1.12 $49.86 $1,236,562,000 SEC
2016   Q4 20,648,534 3.90 Add 19.43% 0.63 $36.11 $745,619,000 SEC
2016   Q3 17,289,564 3.50 Add 67.97% 1.42 $44.30 $765,928,000 SEC
2016   Q2 10,293,113 1.89 Buy 1.89 $39.63 $407,916,000 SEC
2016   Q1 0 0.00 Sell 100.00% 2.03 SEC
2015   Q4 11,266,018 2.03 Add 21.22% 0.36 $38.71 $436,108,000 SEC
2015   Q3 9,293,749 1.40 Buy 1.40 $30.89 $287,084,000 SEC
2010   Q4 0 0.00 Sell 100.00% 1.00 SEC
2010   Q3 6,995,112 1.00 Reduce 46.72% 0.93 $10.82 $75,687,000 SEC
2010   Q2 13,128,280 1.98 Reduce 0.82% 0.01 $10.49 $137,716,000 SEC
2010   Q1 13,237,180 1.58 Buy 1.58 $12.05 $159,508,000 SEC
2009   Q2 0 0.00 Sell 100.00% 1.26 SEC
2009   Q1 6,511,264 1.26 Reduce 67.86% 2.67 $10.46 $68,108,000 SEC
2008   Q4 20,261,910 3.94 Buy 3.94 $8.64 $175,063,000 SEC