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  Thermo Fisher Scientific (TMO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 3.09 SEC
2022   Q4 587,696 3.09 Reduce 33.62% 1.42 $550.69 $323,638,310 SEC
2022   Q3 885,326 4.23 Reduce 5.04% 0.24 $507.19 $449,028,000 SEC
2022   Q2 932,292 4.78 Add 79.04% 2.11 $543.28 $506,496,000 SEC
2022   Q1 520,709 1.83 Buy 1.83 $590.65 $307,557,000 SEC
2013   Q3 0 0.00 Sell 100.00% 1.31 SEC
2013   Q2 2,766,476 1.31 Reduce 2.83% 0.03 $84.63 $234,127,000 SEC
2013   Q1 2,847,088 1.20 Buy 1.20 $76.49 $217,774,000 SEC