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  Intuit Inc. (INTU)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 4.40 SEC
2025   Q2 771,666 4.40 Reduce 45.03% 3.40 $787.63 $607,787,292 SEC
2025   Q1 1,403,802 7.55 Add 21.36% 1.33 $613.99 $861,920,390 SEC
2024   Q4 1,156,762 5.40 Add 25.55% 1.10 $628.50 $727,024,917 SEC
2024   Q3 921,361 4.27 Add 2.10% 0.09 $621.00 $572,165,181 SEC
2024   Q2 902,450 4.81 $657.21 $593,099,165 SEC
2024   Q1 902,450 4.63 Add 20.56% 0.79 $650.00 $586,592,500 SEC
2023   Q4 748,527 4.05 Buy 4.05 $625.03 $467,851,831 SEC