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  B/E Aerospace Inc (BEAV)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2014   Q2 0 0.00 Sell 100.00% 1.61 SEC
2014   Q1 3,404,644 1.61 Reduce 22.94% 0.46 $86.79 $295,489,000 SEC
2013   Q4 4,418,185 2.02 Reduce 6.82% 0.12 $87.03 $384,515,000 SEC
2013   Q3 4,741,593 1.80 Add 9.99% 0.16 $73.82 $350,024,000 SEC
2013   Q2 4,311,013 1.53 Reduce 9.41% 0.15 $63.08 $271,939,000 SEC
2013   Q1 4,758,675 1.58 Reduce 1.11% 0.02 $60.28 $286,853,000 SEC
2012   Q4 4,811,906 1.57 Reduce 2.99% 0.04 $49.40 $237,708,000 SEC
2012   Q3 4,960,406 1.33 Add 9.53% 0.12 $42.11 $208,883,000 SEC
2012   Q2 4,528,853 1.23 Add 6.32% 0.07 $43.66 $197,730,000 SEC
2012   Q1 4,259,738 1.34 Buy 1.34 $46.47 $197,950,000 SEC