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  Comcast Corp. (CMCSA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 6.53 SEC
2017   Q3 32,595,590 6.53 Add 59.48% 2.44 $38.48 $1,254,278,000 SEC
2017   Q2 20,438,394 4.24 Add 48.75% 1.39 $38.92 $795,462,000 SEC
2017   Q1 13,740,082 2.79 Buy 2.79 $37.59 $516,490,000 SEC
2014   Q4 0 0.00 Sell 100.00% 3.63 SEC
2014   Q3 13,772,459 3.63 Add 13.34% 0.43 $53.78 $740,683,000 SEC
2014   Q2 12,151,289 3.35 Buy 3.35 $53.68 $652,281,000 SEC