Lone Pine Capital·CIK 1061165
28
Positions
$18.9B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2018
Portfolio Value Over Time
| NEW |
| 3 | WYNN | 3.36% | $635,633,000 | ▲ +1.3% |
| 4 | TDG | 3.22% | $608,072,000 | ▲ +1% |
| 5 | MSFT | 6.52% | $1,233,066,000 | ▲ +0.9% |
| 6 | ATVI | 5.75% | $1,088,143,000 | ▲ +0.8% |
| 7 | MHK | 0.54% | $102,222,000 | NEW |
| 8 | UNH | 5.35% | $1,011,148,000 | ▲ +0.7% |
| 9 | CSX | 4.45% | $841,401,000 | ▲ +0.7% |
| 10 | BABA | 6.27% | $1,186,408,000 | ▲ +0.7% |
| 11 | NOW | 2.75% | $519,868,000 | ▲ +0.5% |
| 12 | MELI | 3.43% | $649,435,000 | ▲ +0.5% |
| 13 | GOOG | 3.88% | $733,878,000 | ▲ +0.5% |
| 14 | TRU | 3.84% | $725,699,000 | ▲ +0.5% |
| 15 | IQV | 5.34% | $1,010,191,000 | ▲ +0.4% |
| 16 | XYZ | 0.88% | $166,093,000 | ▲ +0.2% |
| 17 | EA | 4.71% | $890,883,000 | ▲ +0.3% |
| 18 | BKNG | 5.69% | $1,076,506,000 | ▲ +0.3% |
| 19 | PAGS | 0.47% | $88,498,000 | ▲ +0.1% |
| 20 | SE | 0.31% | $59,448,000 | ▲ +0.1% |
| 21 | DLTR | 3.25% | $614,854,000 | ▲ +0.2% |
| 22 | SBAC | 3.06% | $579,273,000 | ▲ +0.1% |