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  Estee Lauder Cos. (EL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2012   Q3 0 0.00 Sell 100.00% 1.07 SEC
2012   Q2 3,163,643 1.07 $54.12 $171,216,000 SEC
2012   Q1 3,163,643 1.33 Buy 1.33 $61.94 $195,956,000 SEC
2011   Q4 0 0.00 Sell 100.00% 1.44 SEC
2011   Q3 1,835,338 1.44 Reduce 31.64% 0.78 $87.84 $161,216,000 SEC
2011   Q2 2,684,857 2.45 Reduce 11.41% 0.30 $105.19 $282,420,000 SEC
2011   Q1 3,030,562 2.61 $96.36 $292,025,000 SEC
2010   Q4 3,030,562 2.28 Reduce 43.46% 1.95 $80.70 $244,566,000 SEC
2010   Q3 5,360,033 4.49 Reduce 12.21% 0.60 $63.23 $338,915,000 SEC
2010   Q2 6,105,520 4.89 Add 74.51% 2.09 $55.73 $340,261,000 SEC
2010   Q1 3,498,677 2.25 Add 14.60% 0.29 $64.87 $226,959,000 SEC
2009   Q4 3,052,933 1.87 Buy 1.87 $48.36 $147,640,000 SEC