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  ServiceNow Inc. (NOW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 5.79 SEC
2022   Q2 1,292,399 5.79 Reduce 34.70% 2.28 $475.52 $614,562,000 SEC
2022   Q1 1,979,148 6.56 Reduce 1.32% 0.07 $556.89 $1,102,168,000 SEC
2021   Q4 2,005,586 5.33 Reduce 8.59% 0.39 $649.11 $1,301,846,000 SEC
2021   Q3 2,193,941 4.60 Reduce 11.13% 0.49 $622.27 $1,365,224,000 SEC
2021   Q2 2,468,798 4.37 Add 66.95% 1.75 $549.55 $1,356,728,000 SEC
2021   Q1 1,478,725 2.69 Add 22.15% 0.49 $500.11 $739,525,000 SEC
2020   Q4 1,210,586 2.42 Reduce 31.64% 1.17 $550.43 $666,343,000 SEC
2020   Q3 1,770,901 3.69 Reduce 1.01% 0.04 $485.00 $858,887,000 SEC
2020   Q2 1,789,035 3.72 Add 30.71% 0.87 $405.06 $724,667,000 SEC
2020   Q1 1,368,688 2.46 Reduce 11.27% 0.27 $286.58 $392,239,000 SEC
2019   Q4 1,542,489 2.39 Reduce 9.15% 0.24 $282.32 $435,475,000 SEC
2019   Q3 1,697,825 2.60 Add 29.45% 0.59 $253.85 $430,993,000 SEC
2019   Q2 1,311,525 2.33 Reduce 23.12% 0.59 $274.57 $360,105,000 SEC
2019   Q1 1,705,894 2.56 Reduce 35.43% 1.18 $246.49 $420,486,000 SEC
2018   Q4 2,642,117 3.32 Reduce 16.56% 0.55 $178.05 $470,429,000 SEC
2018   Q3 3,166,637 3.33 Add 5.06% 0.16 $195.63 $619,489,000 SEC
2018   Q2 3,014,253 2.83 Add 12.59% 0.32 $172.47 $519,868,000 SEC
2018   Q1 2,677,118 2.24 Reduce 34.96% 0.98 $165.45 $442,929,000 SEC
2017   Q4 4,116,193 2.80 Reduce 21.92% 0.71 $130.39 $536,710,000 SEC
2017   Q3 5,271,621 3.23 Add 63.67% 1.26 $117.53 $619,574,000 SEC
2017   Q2 3,220,940 1.82 Buy 1.82 $106.00 $341,420,000 SEC