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  Meta Platforms Inc. (META)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 7.07 SEC
2025   Q3 1,322,260 7.07 Reduce 20.59% 1.83 $734.38 $971,041,299 SEC
2025   Q2 1,665,017 8.90 Reduce 5.29% 0.47 $738.09 $1,228,932,398 SEC
2025   Q1 1,758,062 8.88 Reduce 13.69% 1.21 $576.36 $1,013,276,614 SEC
2024   Q4 2,036,930 8.86 Add 7.70% 0.63 $585.51 $1,192,642,884 SEC
2024   Q3 1,891,337 8.08 Add 35.63% 2.12 $572.44 $1,082,676,952 SEC
2024   Q2 1,394,437 5.70 Reduce 34.77% 2.85 $504.22 $703,103,024 SEC
2024   Q1 2,137,817 8.19 Reduce 25.61% 2.25 $485.58 $1,038,081,179 SEC
2023   Q4 2,873,728 8.80 Add 3.40% 0.29 $353.96 $1,017,184,763 SEC
2023   Q3 2,779,103 8.04 Buy 8.04 $300.21 $834,314,512 SEC
2022   Q4 0 0.00 Sell 100.00% 3.73 SEC
2022   Q3 2,913,821 3.73 Reduce 41.84% 3.19 $135.68 $395,347,000 SEC
2022   Q2 5,009,631 7.62 Add 36.80% 2.05 $161.25 $807,803,000 SEC
2022   Q1 3,662,065 4.85 Buy 4.85 $222.36 $814,297,000 SEC
2021   Q4 0 0.00 Sell 100.00% 3.52 SEC
2021   Q3 3,074,926 3.52 Reduce 38.33% 2.14 $339.39 $1,043,599,000 SEC
2021   Q2 4,985,709 5.59 Reduce 11.95% 0.72 $347.71 $1,733,581,000 SEC
2021   Q1 5,662,359 6.06 Add 58.36% 2.23 $294.53 $1,667,735,000 SEC
2020   Q4 3,575,546 3.55 Reduce 38.87% 2.56 $273.16 $976,696,000 SEC
2020   Q3 5,849,522 6.58 Add 11.06% 0.66 $261.90 $1,531,990,000 SEC
2020   Q2 5,266,975 6.14 Add 49.12% 2.02 $227.07 $1,195,972,000 SEC
2020   Q1 3,532,011 3.70 Add 3.10% 0.11 $166.80 $589,139,000 SEC
2019   Q4 3,425,898 3.87 Add 75.83% 1.67 $205.25 $703,166,000 SEC
2019   Q3 1,948,388 2.09 Reduce 35.10% 1.32 $178.08 $346,969,000 SEC
2019   Q2 3,002,136 3.75 Reduce 37.98% 1.86 $193.00 $579,412,000 SEC
2019   Q1 4,840,683 4.91 Reduce 27.42% 1.69 $166.69 $806,893,000 SEC
2018   Q4 6,669,767 6.18 Add 72.65% 2.60 $131.09 $874,340,000 SEC
2018   Q3 3,863,203 3.41 Add 13.47% 0.40 $164.46 $635,342,000 SEC
2018   Q2 3,404,550 3.60 Reduce 55.79% 3.48 $194.32 $661,572,000 SEC
2018   Q1 7,701,242 6.23 Add 75.01% 2.67 $159.79 $1,230,581,000 SEC
2017   Q4 4,400,447 4.05 Reduce 12.56% 0.56 $176.46 $776,503,000 SEC
2017   Q3 5,032,256 4.48 Reduce 18.41% 0.91 $170.87 $859,862,000 SEC
2017   Q2 6,168,049 4.96 Add 20.79% 0.85 $150.98 $931,252,000 SEC
2017   Q1 5,106,308 3.92 Reduce 13.86% 0.49 $142.05 $725,351,000 SEC
2016   Q4 5,927,908 3.57 Reduce 5.10% 0.19 $115.05 $682,006,000 SEC
2016   Q3 6,246,441 3.66 Reduce 42.91% 2.48 $128.27 $801,231,000 SEC
2016   Q2 10,941,237 5.78 Reduce 4.14% 0.28 $114.28 $1,250,365,000 SEC
2016   Q1 11,413,508 6.71 Add 16.64% 0.96 $114.10 $1,302,281,000 SEC
2015   Q4 9,785,312 4.76 Reduce 8.57% 0.40 $104.66 $1,024,131,000 SEC
2015   Q3 10,702,259 4.70 Add 9.63% 0.41 $89.90 $962,133,000 SEC
2015   Q2 9,761,722 4.12 Add 20.41% 0.70 $85.76 $837,214,000 SEC
2015   Q1 8,106,922 3.25 Reduce 39.96% 2.19 $82.22 $666,511,000 SEC
2014   Q4 13,502,615 5.49 Add 56.31% 1.98 $78,020.00 $1,053,474,022,000 SEC
2014   Q3 8,638,513 3.34 Buy 3.34 $79.04 $682,788,000 SEC
2014   Q2 0 0.00 Sell 100.00% 0.66 SEC
2014   Q1 2,000,000 0.66 Reduce 33.34% 0.29 $60.24 $120,480,000 SEC
2013   Q4 3,000,441 0.86 Reduce 60.71% 1.20 $54.65 $163,971,000 SEC
2013   Q3 7,635,995 1.97 Reduce 22.59% 0.31 $50.23 $383,556,000 SEC
2013   Q2 9,864,619 1.38 Buy 1.38 $24.88 $245,432,000 SEC
2013   Q1 0 0.00 Sell 100.00% 1.93 SEC
2012   Q4 10,928,300 1.93 Buy 1.93 $26.62 $290,908,000 SEC