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  Fleetcor Technologies Inc (FLT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 0.62 SEC
2018   Q3 504,075 0.62 Reduce 50.24% 0.58 $227.84 $114,848,000 SEC
2018   Q2 1,012,996 1.16 Reduce 12.04% 0.14 $210.65 $213,388,000 SEC
2018   Q1 1,151,593 1.18 Add 43.68% 0.36 $202.50 $233,198,000 SEC
2017   Q4 801,482 0.81 $192.43 $154,229,000 SEC
2017   Q3 801,482 0.65 Reduce 87.77% 4.42 $154.77 $124,045,000 SEC
2017   Q2 6,555,504 5.04 Add 45.62% 1.58 $144.21 $945,369,000 SEC
2017   Q1 4,501,773 3.68 Reduce 3.99% 0.14 $151.43 $681,703,000 SEC
2016   Q4 4,688,835 3.47 Reduce 3.87% 0.15 $141.52 $663,564,000 SEC
2016   Q3 4,877,583 3.87 Reduce 15.18% 0.58 $173.73 $847,382,000 SEC
2016   Q2 5,750,503 3.81 Reduce 2.61% 0.12 $143.13 $823,069,000 SEC
2016   Q1 5,904,403 4.52 Reduce 8.23% 0.35 $148.75 $878,280,000 SEC
2015   Q4 6,434,203 4.28 $142.93 $919,641,000 SEC
2015   Q3 6,434,203 4.33 Add 17.44% 0.64 $137.62 $885,475,000 SEC
2015   Q2 5,478,615 4.21 $156.06 $854,993,000 SEC
2015   Q1 5,478,615 4.03 Reduce 14.87% 0.74 $150.92 $826,833,000 SEC
2014   Q4 6,435,620 4.99 Reduce 2.33% 0.11 $148,710.00 $957,041,050,000 SEC
2014   Q3 6,589,236 4.59 Add 9.12% 0.38 $142.12 $936,462,000 SEC
2014   Q2 6,038,616 4.09 Add 10.95% 0.40 $131.80 $795,890,000 SEC
2014   Q1 5,442,543 3.41 Add 24.90% 0.68 $115.10 $626,437,000 SEC
2013   Q4 4,357,596 2.68 Reduce 4.49% 0.12 $117.17 $510,580,000 SEC
2013   Q3 4,562,496 2.58 Reduce 14.73% 0.36 $110.16 $502,605,000 SEC
2013   Q2 5,350,347 2.44 Buy 2.44 $81.30 $434,983,000 SEC