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 - ------------------------------------------------------------------------------------------------------------------------------------ Dell Inc (DLCA)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2005 Q3 |
0 |
0.00 |
Sell 100.00%
|
2.47 |
|
|
SEC |
| 2005 Q2 |
3,468,877 |
2.47 |
Reduce 3.75%
|
0.10 |
$39.46 |
$136,882,000 |
SEC |
| 2005 Q1 |
3,603,877 |
2.68 |
Add 37.87%
|
0.74 |
$38.42 |
$138,461,000 |
SEC |
| 2004 Q4 |
2,613,877 |
1.96 |
|
|
$42.14 |
$110,149,000 |
SEC |