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  NetEase.com Inc. (NTES)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 1.86 SEC
2021   Q4 4,452,541 1.86 Add 338.51% 1.44 $101.78 $453,180,000 SEC
2021   Q3 1,015,388 0.29 Buy 0.29 $85.40 $86,714,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.21 SEC
2012   Q4 752,604 0.21 Reduce 87.88% 1.95 $42.53 $32,008,000 SEC
2012   Q3 6,209,650 2.22 Reduce 29.27% 0.94 $56.14 $348,610,000 SEC
2012   Q2 8,779,807 3.22 Reduce 1.97% 0.07 $58.85 $516,692,000 SEC
2012   Q1 8,956,696 3.54 Add 20.01% 0.59 $58.10 $520,384,000 SEC
2011   Q4 7,463,540 2.69 Add 16.99% 0.39 $44.85 $334,740,000 SEC
2011   Q3 6,379,580 2.18 Add 29.91% 0.50 $38.16 $243,445,000 SEC
2011   Q2 4,910,771 1.92 Add 139.44% 1.12 $45.09 $221,427,000 SEC
2011   Q1 2,050,965 0.91 Buy 0.91 $49.51 $101,543,000 SEC
2007   Q3 0 0.00 Sell 100.00% 0.71 SEC
2007   Q2 3,817,612 0.71 Buy 0.71 $17.02 $64,976,000 SEC
2006   Q4 0 0.00 Sell 100.00% 2.95 SEC
2006   Q3 11,634,856 2.95 Add 110.63% 1.55 $16.36 $190,346,000 SEC
2006   Q2 5,523,901 2.34 Buy 2.34 $22.33 $123,349,000 SEC
2006   Q1 0 0.00 Sell 100.00% 1.43 SEC
2005   Q4 1,680,228 1.43 Buy 1.43 $56.16 $94,362,000 SEC
2005   Q1 0 0.00 Sell 100.00% 1.33 SEC
2004   Q4 1,411,017 1.33 $52.92 $74,671,000 SEC