Lone Pine Capital·CIK 1061165
41
Positions
$18.9B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| BABA | 7.02% | $1,323,459,000 |
| UNH |
6.61% |
| $1,247,373,000 |
| AMZN | 5.05% | $952,569,000 |
| ADBE | 4.98% | $939,067,000 |
| NFLX | 4.28% | $806,701,000 |
| MSFT | 4.24% | $799,389,000 |
| SHOP | 3.82% | $720,674,000 |
| MA | 3.78% | $712,464,000 |
| META | 3.73% | $703,166,000 |
| TDG | 3.72% | $702,480,000 |
| UNP | 3.64% | $686,189,000 |
| CRM | 3.57% | $673,442,000 |
| ADSK | 3.20% | $603,252,000 |
| GPN | 3.14% | $592,447,000 |
| MELI | 2.94% | $555,210,000 |
| XYZ | 2.92% | $550,442,000 |
| HUM | 2.86% | $539,801,000 |
| DPZ | 2.70% | $508,572,000 |
| EFX | 2.56% | $483,178,000 |
| CPXXXX | 2.53% | $476,778,000 |
| IQV | 2.53% | $476,227,000 |
| NOW | 2.31% | $435,475,000 |
| PYPL | 1.93% | $363,918,000 |
| COUP | 1.81% | $341,759,000 |
| TEAMXXXX | 1.79% | $336,923,000 |
| MTCH | 1.32% | $249,379,000 |
| SE | 1.31% | $247,973,000 |
| LKNCY | 1.27% | $238,811,000 |
| DXCM | 1.23% | $231,623,000 |
| UAA | 1.03% | $193,958,000 |
| HLF | 0.98% | $185,564,000 |
| MO | 0.94% | $176,514,000 |
| ILMN | 0.91% | $172,441,000 |
| CHWY | 0.78% | $147,074,000 |
| IACXXXX | 0.53% | $99,081,000 |
| CSX | 0.52% | $98,409,000 |
| CVNA | 0.49% | $92,318,000 |
| UBER | 0.49% | $91,746,000 |
| XP | 0.25% | $46,224,000 |
| HUBS | 0.19% | $35,765,000 |
| MDLA | 0.12% | $22,947,000 |