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  Epam Sys Inc (EPAM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 2.03 SEC
2024   Q1 929,917 2.03 Add 9.37% 0.17 $276.16 $256,805,879 SEC
2023   Q4 850,260 2.19 Reduce 19.35% 0.50 $297.34 $252,816,308 SEC
2023   Q3 1,054,229 2.60 Add 9.18% 0.22 $255.69 $269,555,813 SEC
2023   Q2 965,588 1.99 $224.75 $217,015,903 SEC
2023   Q1 965,588 2.67 Add 60.17% 1.00 $299.00 $288,710,812 SEC
2022   Q4 602,860 1.89 Reduce 51.50% 2.18 $327.74 $197,581,336 SEC
2022   Q3 1,243,044 4.24 Reduce 1.87% 0.07 $362.19 $450,218,000 SEC
2022   Q2 1,266,683 3.52 Buy 3.52 $294.78 $373,393,000 SEC