Stephen Mandel - Lone Pine Capital
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 36
Portfolio value: $12,543,849,391
Holding/activity history for Broadcom Inc. (AVGO)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
0 |
0.00 |
Sell 100.00%
|
4.40 |
|
|
SEC |
| 2025 Q4 |
1,730,216 |
4.40 |
Add 11.67%
|
0.46 |
$346.10 |
$598,827,758 |
SEC |
| 2025 Q3 |
1,549,412 |
3.72 |
Buy
|
3.72 |
$329.91 |
$511,166,513 |
SEC |