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  Vistra Corp. (VST)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 6,187,585 7.42 Add 18.72% 1.17 $150.33 $930,179,653 SEC
2025   Q4 5,211,885 6.18 Add 10.91% 0.61 $161.33 $840,833,407 SEC
2025   Q3 4,699,241 6.70 Reduce 27.37% 2.48 $195.92 $920,675,297 SEC
2025   Q2 6,469,719 9.08 Add 40.50% 2.62 $193.81 $1,253,896,239 SEC
2025   Q1 4,604,788 4.74 Reduce 13.98% 0.77 $117.44 $540,786,303 SEC
2024   Q4 5,352,965 5.48 Reduce 21.35% 1.29 $137.87 $738,013,285 SEC
2024   Q3 6,806,291 6.02 Reduce 0.46% 0.02 $118.54 $806,817,735 SEC
2024   Q2 6,838,007 4.77 Add 6.63% 0.30 $85.98 $587,931,842 SEC
2024   Q1 6,412,881 3.52 Buy 3.52 $69.65 $446,657,162 SEC