Lone Pine Capital·CIK 1061165
30
Positions
$19.7B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2018
Portfolio Value Over Time
| NEW |
| 3 | SBAC | 2.93% | $578,590,000 | NEW |
| 4 | TSM | 2.74% | $540,393,000 | NEW |
| 5 | META | 6.23% | $1,230,581,000 | ▲ +2.2% |
| 6 | MSFT | 5.58% | $1,102,220,000 | ▲ +1.3% |
| 7 | TMUS | 1.08% | $212,824,000 | NEW |
| 8 | ADBE | 6.18% | $1,220,707,000 | ▲ +0.9% |
| 9 | WYNN | 2.09% | $412,270,000 | ▲ +1% |
| 10 | XYZ | 0.67% | $132,573,000 | NEW |
| 11 | CSX | 3.77% | $744,860,000 | ▲ +0.5% |
| 12 | PYPL | 4.10% | $808,754,000 | ▲ +0.4% |
| 13 | UNH | 4.61% | $910,445,000 | ▲ +0.4% |
| 14 | EA | 4.38% | $865,413,000 | ▲ +0.4% |
| 15 | MELI | 2.93% | $578,834,000 | ▲ +0.4% |
| 16 | TRU | 3.38% | $666,680,000 | ▲ +0.4% |
| 17 | FLT | 1.18% | $233,198,000 | ▲ +0.4% |
| 18 | PAGS | 0.35% | $69,816,000 | NEW |
| 19 | EXAS | 0.27% | $52,348,000 | NEW |
| 20 | TDG | 2.19% | $432,909,000 | ▲ +0.2% |
| 21 | GOOG | 3.40% | $670,667,000 | ▲ +0.1% |