Stephen Mandel
Lone Pine Capital
Stephen Mandel Cadence Design Systems Inc stake
total: 304
Lone Pine Capital CDNS trades
- Total transactions:
- 4
- New positions:
- 2
- Sold out:
- 2
- Held since:
- 2025 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2025 Q2
According to 2026 Q2 report, Stephen Mandel doesn't hold any Cadence Design Systems Inc (CDNS) shares. To date, the estimated cost basis is nearly $254.33 for "buy" trades and estimated average "sell" price is $254.33. Lone Pine Capital first purchased CDNS in 2020 Q1, initially acquiring about 1.29M shares. Stephen Mandel later completely sold out the position and invested in Cadence Design Systems Inc again in 2025 Q1. Since the initial investment in Cadence Design Systems Inc (CDNS), Lone Pine Capital has made 3 more transactions.
When did Stephen Mandel sell Cadence Design Systems Inc (CDNS)?
Stephen Mandel sold off the entire Cadence Design Systems Inc (CDNS) position in 2025 Q2.
When did Stephen Mandel buy Cadence Design Systems Inc (CDNS)?
Stephen Mandel first invested in Cadence Design Systems Inc (CDNS) in 2020 Q1 at the reported quarter-end price of $66.04 per share.
What's the cost basis of Lone Pine Capital's CDNS stake?
The estimated cost basis for Cadence Design Systems Inc (CDNS) stake is around $254.33 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $254.33
- Weighted AVG sell price:
- $254.33
Stephen Mandel's historical trades in Cadence Design Systems Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q2
|
0.00%
|
0
|
$254.33
|
|
-100% (-1,218,389)
|
-2.71%
|
|
2025 Q1
|
2.71%
|
1,218,389
|
$254.33
|
$309,872,874
|
new
|
+2.71%
|
|
2020 Q2
|
0.00%
|
$66.04
|
-100% (-1,288,594)
|
|||
|
2020 Q1
|
0.52%
|
$66.04
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.