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  Monsanto Co New (MOO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2014   Q2 0 0.00 Sell 100.00% 3.57 SEC
2014   Q1 5,767,733 3.57 Reduce 1.07% 0.04 $113.77 $656,195,000 SEC
2013   Q4 5,830,407 3.56 Reduce 37.68% 1.89 $116.55 $679,534,000 SEC
2013   Q3 9,354,853 5.01 Add 50.71% 1.69 $104.37 $976,366,000 SEC
2013   Q2 6,207,263 3.44 Reduce 6.83% 0.26 $98.80 $613,278,000 SEC
2013   Q1 6,662,550 3.87 Add 24.34% 0.76 $105.63 $703,765,000 SEC
2012   Q4 5,358,310 3.36 Reduce 15.34% 0.56 $94.65 $507,164,000 SEC
2012   Q3 6,328,874 3.68 Reduce 34.20% 1.70 $91.02 $576,054,000 SEC
2012   Q2 9,618,039 4.96 Add 47.79% 1.60 $82.78 $796,181,000 SEC
2012   Q1 6,507,957 3.53 Add 9.82% 0.32 $79.76 $519,075,000 SEC
2011   Q4 5,925,885 3.34 Add 13.53% 0.40 $70.07 $415,227,000 SEC
2011   Q3 5,219,837 2.80 Add 2.71% 0.07 $60.04 $313,399,000 SEC
2011   Q2 5,082,322 3.20 Add 118.71% 1.74 $72.54 $368,672,000 SEC
2011   Q1 2,323,792 1.50 Buy 1.50 $72.26 $167,917,000 SEC
2010   Q2 0 0.00 Sell 100.00% 2.11 SEC
2010   Q1 2,979,981 2.11 Reduce 63.59% 5.39 $71.42 $212,830,000 SEC
2009   Q4 8,185,449 8.47 Buy 8.47 $81.75 $669,160,000 SEC
2009   Q3 0 0.00 Sell 100.00% 11.42 SEC
2009   Q2 7,827,264 11.42 Add 79.68% 5.06 $74.34 $581,879,000 SEC
2009   Q1 4,356,164 6.71 Add 2.98% 0.19 $83.10 $361,997,000 SEC
2008   Q4 4,230,159 6.70 Buy 6.70 $70.35 $297,592,000 SEC
2008   Q3 0 0.00 Sell 100.00% 3.93 SEC
2008   Q2 1,811,400 3.93 Reduce 25.82% 1.22 $126.44 $229,033,000 SEC
2008   Q1 2,441,900 4.72 Buy 4.72 $111.50 $272,272,000 SEC
2007   Q4 0 0.00 Sell 100.00% 4.40 SEC
2007   Q3 4,296,701 4.40 Buy 4.40 $85.74 $368,399,000 SEC
2006   Q4 0 0.00 Sell 100.00% 3.05 SEC
2006   Q3 4,190,736 3.05 Add 20.05% 0.51 $47.01 $197,006,000 SEC
2006   Q2 3,490,868 5.57 Reduce 9.35% 0.54 $84.19 $293,896,000 SEC
2006   Q1 3,850,989 5.76 Add 3.73% 0.21 $84.75 $326,371,000 SEC
2005   Q4 3,712,500 4.35 Add 6.50% 0.27 $77.53 $287,830,000 SEC
2005   Q3 3,485,900 4.25 Add 75.14% 1.82 $62.75 $218,740,000 SEC
2005   Q2 1,990,300 2.26 Buy 2.26 $62.87 $125,130,000 SEC