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  MSC Industrial Direct (MSM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2009   Q2 0 0.00 Sell 100.00% 1.73 SEC
2009   Q1 3,006,797 1.73 Buy 1.73 $31.07 $93,421,000 SEC
2008   Q4 0 0.00 Sell 100.00% 4.58 SEC
2008   Q3 4,923,117 4.58 Reduce 4.84% 0.19 $46.07 $226,808,000 SEC
2008   Q2 5,173,605 3.92 $44.11 $228,208,000 SEC
2008   Q1 5,173,605 3.79 Buy 3.79 $42.25 $218,585,000 SEC
2007   Q4 0 0.00 Sell 100.00% 2.59 SEC
2007   Q3 4,288,471 2.59 $50.59 $216,954,000 SEC
2007   Q2 4,288,471 2.60 Buy 2.60 $55.00 $235,866,000 SEC