Lone Pine Capital·CIK 1061165
37
Positions
$17.0B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| BABA | 7.17% | $1,219,535,000 |
| AMZN |
6.35% |
| $1,079,700,000 |
| UNH | 5.79% | $984,211,000 |
| ADBE | 5.78% | $981,692,000 |
| MSFT | 4.96% | $842,459,000 |
| CRM | 4.46% | $757,751,000 |
| TDG | 3.93% | $668,570,000 |
| ADSK | 3.92% | $665,802,000 |
| NFLX | 3.71% | $630,255,000 |
| ATVI | 3.50% | $595,053,000 |
| TIF | 3.48% | $591,154,000 |
| GPN | 3.42% | $581,205,000 |
| DPZ | 3.13% | $532,654,000 |
| IQV | 3.12% | $530,181,000 |
| XYZ | 2.92% | $496,227,000 |
| MA | 2.57% | $436,483,000 |
| EFX | 2.54% | $431,681,000 |
| NOW | 2.54% | $430,993,000 |
| SHOP | 2.53% | $429,209,000 |
| SPGI | 2.49% | $422,471,000 |
| UNP | 2.45% | $416,253,000 |
| CPXXXX | 2.45% | $416,019,000 |
| BKNG | 2.44% | $414,615,000 |
| HUM | 2.39% | $406,194,000 |
| META | 2.04% | $346,969,000 |
| MELI | 1.88% | $319,943,000 |
| TEAMXXXX | 1.54% | $261,105,000 |
| SE | 1.25% | $212,386,000 |
| WWE | 1.24% | $210,546,000 |
| COUP | 1.06% | $180,895,000 |
| DHI | 1.03% | $175,725,000 |
| CHWY | 0.73% | $124,658,000 |
| UBER | 0.50% | $84,810,000 |
| HLF | 0.47% | $79,568,000 |
| MDLA | 0.12% | $20,232,000 |
| SMAR | 0.11% | $18,235,000 |
| TWLO | 0.01% | $1,741,000 |