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  Arista Networks Inc. (ANET)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q3 0 0.00 Sell 100.00% 1.47 SEC
2017   Q2 1,845,638 1.47 Add 45.56% 0.46 $149.79 $276,458,000 SEC
2017   Q1 1,267,936 0.91 Buy 0.91 $132.27 $167,710,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.56 SEC
2016   Q2 1,871,465 0.56 $64.38 $120,485,000 SEC
2016   Q1 1,871,465 0.61 Reduce 13.99% 0.11 $63.10 $118,089,000 SEC
2015   Q4 2,175,925 0.79 $77.84 $169,374,000 SEC
2015   Q3 2,175,925 0.65 Add 14.77% 0.08 $61.19 $133,145,000 SEC
2015   Q2 1,895,925 0.76 Add 27.17% 0.16 $81.74 $154,973,000 SEC
2015   Q1 1,490,825 0.51 Add 12.46% 0.06 $70.53 $105,148,000 SEC
2014   Q4 1,325,646 0.42 Add 83.54% 0.19 $60,760.00 $80,546,251,000 SEC
2014   Q3 722,282 0.31 Add 36.51% 0.08 $88.33 $63,799,000 SEC
2014   Q2 529,120 0.17 Buy 0.17 $62.39 $33,012,000 SEC