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  Global Payments Inc. (GPN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 3.35 SEC
2021   Q2 5,542,294 3.35 Add 30.55% 0.78 $187.54 $1,039,402,000 SEC
2021   Q1 4,245,296 3.11 Reduce 32.94% 1.63 $201.58 $855,767,000 SEC
2020   Q4 6,331,020 4.96 Reduce 1.00% 0.05 $215.42 $1,363,828,000 SEC
2020   Q3 6,395,026 4.88 Add 33.52% 1.23 $177.58 $1,135,629,000 SEC
2020   Q2 4,789,516 4.17 Reduce 3.33% 0.15 $169.62 $812,398,000 SEC
2020   Q1 4,954,572 4.48 Add 52.67% 1.55 $144.23 $714,598,000 SEC
2019   Q4 3,245,218 3.26 Reduce 11.22% 0.39 $182.56 $592,447,000 SEC
2019   Q3 3,655,380 3.51 Buy 3.51 $159.00 $581,205,000 SEC