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
| Ticker | % Portfolio | Value |
|---|---|---|
| ADBE | 6.86% | $1,103,151,000 |
6.19% |
| $995,631,000 |
| IQV | 6.19% | $995,312,000 |
| MSFT | 6.15% | $989,229,000 |
| UNH | 5.72% | $920,468,000 |
| AMZN | 5.49% | $883,399,000 |
| UNP | 5.18% | $833,864,000 |
| TDG | 4.77% | $767,067,000 |
| WYNN | 4.17% | $670,376,000 |
| ADSK | 4.04% | $649,953,000 |
| CPXXXX | 3.96% | $636,561,000 |
| TIF | 3.82% | $615,215,000 |
| BKNG | 3.75% | $602,524,000 |
| META | 3.60% | $579,412,000 |
| DHI | 3.33% | $536,124,000 |
| ATVI | 3.03% | $487,318,000 |
| SHOP | 2.80% | $451,057,000 |
| CRM | 2.78% | $446,349,000 |
| MA | 2.75% | $442,018,000 |
| SPGI | 2.73% | $439,751,000 |
| NOW | 2.24% | $360,105,000 |
| DPZ | 2.16% | $347,086,000 |
| MELI | 1.81% | $291,431,000 |
| XYZ | 1.49% | $240,425,000 |
| SE | 1.27% | $203,776,000 |
| WWE | 1.21% | $194,412,000 |
| UBER | 0.78% | $125,199,000 |
| CHWY | 0.72% | $115,252,000 |
| COUP | 0.51% | $82,654,000 |
| STNE | 0.47% | $74,787,000 |
| TEAMXXXX | 0.03% | $4,959,000 |