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PayPal Holdings Inc

PYPL

PayPal Holdings Inc

PayPal Holdings Inc historical holders

total: 26

Lone Pine Capital PayPal Holdings Inc transactions over time

Total transactions:
20
New positions:
5
Sold out:
5
Added:
6
Reduced:
4
Held since:
2022 Q2
Held for:
2 quarters
Latest activity:
2022 Q4
Stephen Mandel has been an institutional investor in PayPal Holdings Inc (PYPL) since 2016 Q1. According to 2026 Q1 report, Stephen Mandel doesn't hold any shares. The fund/company first acquired PYPL in 2016 Q1, initially purchasing about 10.43M shares. Stephen Mandel later completely sold out the position and reinvested in PYPL again in 2022 Q2. Since the initial investment, Lone Pine Capital has made 19 more transactions in this position.

When did Stephen Mandel exit their PYPL position?

Stephen Mandel no longer holds PayPal Holdings Inc (PYPL). They sold off their entire position in 2022 Q4, closing out an investment that began in 2016 Q1.

When did Stephen Mandel first invest in PYPL?

Stephen Mandel first invested in PayPal Holdings Inc (PYPL) in 2016 Q1 at the reported quarter-end price of $38.60 per share, acquiring 10,430,118 shares in their initial purchase.

What is Stephen Mandel's average cost basis for PYPL?

Based on historical transaction data, Stephen Mandel's estimated cost basis for PayPal Holdings Inc (PYPL) is approximately $77.68 per share. This represents their average reported price* across all buy transactions.

Has Stephen Mandel reinvested in PYPL after selling?

Yes, Stephen Mandel has shown renewed interest in PayPal Holdings Inc (PYPL). After completely selling their position, they reinitiated an investment in 2022 Q2, demonstrating continued conviction in this ticker.

Estimated cost basis*

Weighted AVG buy price:
$77.68
Weighted AVG sell price:
$86.07

PYPL transactions history by Lone Pine Capital

20 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q4
0.00%
0
$86.07
-100% (-8,294,340)
-6.73%
2022 Q3
6.73%
8,294,340
$86.07
$713,894,000
+93.39% (+4,005,315)
+3.25%
2022 Q2
2.82%
4,289,025
$69.84
$299,546,000
new
+2.82%
2020 Q4
0.00%
$197.03
-100% (-6,000,915)
2020 Q3
5.08%
$197.03
-18.66% (-1,376,428)
2020 Q2
6.60%
$174.23
+40.11% (+2,111,863)
2020 Q1
3.07%
$95.74
+56.51% (+1,901,160)
2019 Q4
1.95%
$108.17
new
2019 Q1
0.00%
$84.09
-100% (-5,762,509)
2018 Q4
3.28%
$84.09
-3.35% (-200,000)
2018 Q3
2.69%
$87.84
-5.67% (-358,172)
2018 Q2
2.78%
$83.27
-40.71% (-4,339,053)
2018 Q1
4.10%
$75.87
+12.35% (+1,171,506)
2017 Q4
3.65%
$73.62
+41.34% (+2,774,998)
2017 Q3
2.12%
$64.03
new
2017 Q1
0.00%
$39.47
-100% (-12,499,315)
2016 Q4
2.58%
$39.47
new
2016 Q3
0.00%
$36.51
-100% (-11,080,118)
2016 Q2
1.87%
$36.51
+6.23% (+650,000)
2016 Q1
2.05%
$38.60
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.
* 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.