Lone Pine Capital·CIK 1061165
31
Positions
$16.1B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2019
Portfolio Value Over Time
| ▲ +2.8% |
| 3 | DPZ | 2.16% | $347,086,000 | NEW |
| 4 | UNP | 5.18% | $833,864,000 | ▲ +1.9% |
| 5 | DHI | 3.33% | $536,124,000 | ▲ +1.7% |
| 6 | XYZ | 1.49% | $240,425,000 | ▲ +1.4% |
| 7 | WWE | 1.21% | $194,412,000 | ▲ +1.1% |
| 8 | CRM | 2.78% | $446,349,000 | ▲ +1% |
| 9 | UBER | 0.78% | $125,199,000 | NEW |
| 10 | CHWY | 0.72% | $115,252,000 | NEW |
| 11 | ADSK | 4.04% | $649,953,000 | ▲ +0.9% |
| 12 | COUP | 0.51% | $82,654,000 | NEW |
| 13 | BKNG | 3.75% | $602,524,000 | ▲ +0.5% |
| 14 | WYNN | 4.17% | $670,376,000 | ▲ +0% |
| 15 | UNH | 5.72% | $920,468,000 | ▲ +0.5% |
| 16 | BABA | 6.19% | $995,631,000 | ▲ +0.2% |
| 17 | SE | 1.27% | $203,776,000 | ▲ +0.3% |
| 18 | CPXXXX | 3.96% | $636,561,000 | ▲ +0.1% |
| 19 | TDG | 4.77% | $767,067,000 | ▲ +0.4% |
| 20 | TEAMXXXX | 0.03% | $4,959,000 | NEW |