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  Block Inc. (XYZ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 2.38 SEC
2024   Q4 3,765,793 2.38 Reduce 50.91% 1.95 $84.99 $320,054,747 SEC
2024   Q3 7,670,523 3.84 $67.13 $514,922,209 SEC
2024   Q2 7,670,523 4.01 Add 13.87% 0.49 $64.49 $494,672,028 SEC
2024   Q1 6,735,935 4.50 Add 1.96% 0.09 $84.58 $569,725,382 SEC
2023   Q4 6,606,269 4.42 Add 70.00% 1.82 $77.35 $510,994,907 SEC
2023   Q3 3,886,146 1.66 Buy 1.66 $44.26 $172,000,822 SEC
2022   Q4 0 0.00 Sell 100.00% 0.01 SEC
2022   Q3 23,787 0.01 $54.99 $1,308,000 SEC
2022   Q2 23,787 0.01 Reduce 99.20% 2.39 $61.46 $1,462,000 SEC
2022   Q1 2,984,115 2.41 Add 975.85% 2.19 $135.60 $404,646,000 SEC
2021   Q4 277,372 0.18 Reduce 94.85% 4.13 $161.51 $44,798,000 SEC
2021   Q3 5,380,864 4.35 Reduce 5.85% 0.26 $239.84 $1,290,546,000 SEC
2021   Q2 5,715,271 4.49 Add 81.72% 2.02 $243.80 $1,393,383,000 SEC
2021   Q1 3,145,145 2.59 Reduce 25.11% 0.83 $227.05 $714,105,000 SEC
2020   Q4 4,199,424 3.32 Reduce 21.77% 0.82 $217.64 $913,963,000 SEC
2020   Q3 5,368,133 3.75 Buy 3.75 $162.55 $872,590,000 SEC
2020   Q2 0 0.00 Sell 100.00% 2.20 SEC
2020   Q1 6,698,049 2.20 Reduce 23.87% 0.72 $52.38 $350,844,000 SEC
2019   Q4 8,798,626 3.03 Add 9.84% 0.27 $62.56 $550,442,000 SEC
2019   Q3 8,010,127 2.99 Add 141.65% 1.75 $61.95 $496,227,000 SEC
2019   Q2 3,314,831 1.56 Add 2,662.36% 1.50 $72.53 $240,425,000 SEC
2019   Q1 120,000 0.05 Buy 0.05 $74.92 $8,990,000 SEC
2018   Q3 0 0.00 Sell 100.00% 0.90 SEC
2018   Q2 2,694,573 0.90 $61.64 $166,093,000 SEC
2018   Q1 2,694,573 0.67 Buy 0.67 $49.20 $132,573,000 SEC