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 Cadence Design Systems (CDNS)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2025 Q2 |
0 |
0.00 |
Sell 100.00%
|
2.71 |
|
|
SEC |
| 2025 Q1 |
1,218,389 |
2.71 |
Buy
|
2.71 |
$254.33 |
$309,872,874 |
SEC |
| 2020 Q2 |
0 |
0.00 |
Sell 100.00%
|
0.53 |
|
|
SEC |
| 2020 Q1 |
1,288,594 |
0.53 |
Buy
|
0.53 |
$66.04 |
$85,099,000 |
SEC |