Lone Pine Capital V trades
Stephen Mandel
Stephen Mandel Visa Inc, CL-A stake
total: 304
Trades details
- Total transactions:
- 27
- New positions:
- 5
- Sold out:
- 4
- Added:
- 6
- Reduced:
- 12
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Stephen Mandel holds 165,960 Visa Inc, CL-A (V) shares with a market value of roughly $56.94M accounting for 0.35% of the overall portfolio. Lone Pine Capital has held V since at least 2013 Q2 with about 5.28M shares in our earliest available record. Stephen Mandel later completely sold out the position and invested in Visa Inc, CL-A again in 2025 Q4. Since at least 2013 Q2, Lone Pine Capital has made 26 more transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $324.70
Stephen Mandel's historical trades in Visa Inc, CL-A
27 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.35%
|
165,960
|
$343.09
|
$56,939,216
|
+78.88% (+73,185)
|
+0.15%
|
|
2026 Q1
|
0.22%
|
92,775
|
$302.24
|
$28,040,316
|
+509.68% (+77,558)
|
+0.19%
|
|
2025 Q4
|
0.04%
|
15,217
|
$350.71
|
$5,336,754
|
new
|
+0.04%
|
|
2023 Q3
|
0.00%
|
0
|
$237.48
|
|
-100% (-1,241,941)
|
-2.7%
|
|
2023 Q2
|
2.70%
|
1,241,941
|
$237.48
|
$294,936,149
|
-16.25% (-241,029)
|
-0.53%
|
|
2023 Q1
|
3.10%
|
1,482,970
|
$225.46
|
$334,350,416
|
-28.83% (-600,777)
|
-1.29%
|
|
2022 Q4
|
4.13%
|
2,083,747
|
$207.76
|
$432,919,277
|
-3.58% (-77,281)
|
-0.15%
|
|
2022 Q2
|
4.01%
|
2,161,028
|
$196.89
|
$425,485,000
|
-37.22% (-1,281,353)
|
-1.5%
|
|
2022 Q1
|
4.54%
|
3,442,381
|
$221.77
|
$763,417,000
|
-28.78% (-1,391,244)
|
-1.26%
|
|
2021 Q4
|
4.29%
|
4,833,625
|
$216.71
|
$1,047,495,000
|
new
|
+4.29%
|
|
2020 Q3
|
0.00%
|
$193.17
|
-100% (-2,411,124)
|
|||
|
2020 Q2
|
2.39%
|
$193.17
|
-27.59% (-918,851)
|
|||
|
2020 Q1
|
3.26%
|
$161.12
|
new
|
|||
|
2017 Q2
|
0.00%
|
$88.87
|
-100% (-6,165,815)
|
|||
|
2017 Q1
|
2.88%
|
$88.87
|
-5.89% (-385,662)
|
|||
|
2016 Q4
|
2.67%
|
$78.02
|
+180.26% (+4,213,802)
|
|||
|
2016 Q3
|
0.86%
|
$82.70
|
-67.57% (-4,870,096)
|
|||
|
2016 Q2
|
2.47%
|
$74.17
|
-3.71% (-277,581)
|
|||
|
2016 Q1
|
2.91%
|
$76.48
|
-41.38% (-5,283,907)
|
|||
|
2015 Q4
|
4.41%
|
$77.55
|
+30.71% (+2,999,796)
|
|||
|
2015 Q3
|
3.04%
|
$69.66
|
+9.76% (+868,925)
|
|||
|
2015 Q2
|
2.66%
|
$67.15
|
-6.41% (-609,730)
|
|||
|
2015 Q1
|
2.66%
|
$65.41
|
+34.21% (+2,424,192)
|
|||
|
2014 Q4
|
1.98%
|
$65.55
|
new
|
|||
|
2013 Q4
|
0.00%
|
$47.78
|
-100% (-4,974,060)
|
|||
|
2013 Q3
|
1.12%
|
$47.78
|
-5.80% (-306,360)
|
|||
|
2013 Q2
|
1.22%
|
$45.69
|
new or own*
|
|||
* 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.