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  Express Scripts Inc (EPR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2012   Q2 0 0.00 Sell 100.00% 2.79 SEC
2012   Q1 7,574,345 2.79 Reduce 45.03% 2.23 $54.18 $410,378,000 SEC
2011   Q4 13,778,810 4.95 Reduce 4.57% 0.22 $44.69 $615,775,000 SEC
2011   Q3 14,438,310 4.78 Add 79.44% 2.12 $37.07 $535,229,000 SEC
2011   Q2 8,046,327 3.77 Reduce 17.41% 0.84 $53.98 $434,341,000 SEC
2011   Q1 9,742,901 4.84 Add 25.63% 0.99 $55.61 $541,803,000 SEC
2010   Q4 7,755,543 3.91 Add 83.03% 1.77 $54.05 $419,187,000 SEC
2010   Q3 4,237,421 2.73 Buy 2.73 $48.70 $206,362,000 SEC
2007   Q4 0 0.00 Sell 100.00% 2.07 SEC
2007   Q3 3,102,214 2.07 Reduce 54.98% 2.08 $55.82 $173,166,000 SEC
2007   Q2 6,891,018 3.79 Buy 3.79 $50.01 $344,620,000 SEC