Lone Pine Capital·CIK 1061165
39
Positions
$16.9B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2020
Portfolio Value Over Time
| NEW |
| 3 | L100PS | 1.97% | $331,802,000 | NEW |
| 4 | LB | 1.80% | $303,624,000 | NEW |
| 5 | MTCH | 2.68% | $452,092,000 | ▲ +1.4% |
| 6 | HLT | 1.20% | $201,489,000 | NEW |
| 7 | CVNA | 1.67% | $280,969,000 | ▲ +1.2% |
| 8 | AMZN | 6.75% | $1,136,630,000 | ▲ +1.7% |
| 9 | DAY | 0.96% | $162,461,000 | NEW |
| 10 | PYPL | 2.99% | $504,117,000 | ▲ +1.1% |
| 11 | HUM | 4.03% | $679,562,000 | ▲ +1.2% |
| 12 | LYV | 0.82% | $138,475,000 | NEW |
| 13 | MSFT | 5.54% | $934,262,000 | ▲ +1.3% |
| 14 | LKNCY | 2.18% | $367,690,000 | ▲ +0.9% |
| 15 | GPN | 4.24% | $714,598,000 | ▲ +1.1% |
| 16 | NFLX | 5.37% | $905,457,000 | ▲ +1.1% |
| 17 | UNH | 6.83% | $1,150,632,000 | ▲ +0.2% |
| 18 | ADBE | 5.01% | $844,434,000 | ▲ +0% |
| 19 | BABA | 7.31% | $1,232,339,000 | ▲ +0.3% |
| 20 | CDNS | 0.51% | $85,099,000 | NEW |
| 21 | UA | 0.47% | $79,717,000 | NEW |
| 22 | HUBS | 0.61% | $103,421,000 | ▲ +0.4% |
| 23 | PLAN | 0.40% | $66,572,000 | NEW |
| 24 | IACXXXX | 0.86% | $145,538,000 | ▲ +0.3% |
| 25 | NOW | 2.33% | $392,239,000 | ▲ +0% |
| 26 | ADSK | 3.73% | $628,054,000 | ▲ +0.5% |
| 27 | SHOP | 4.13% | $696,329,000 | ▲ +0.3% |
| 28 | CPXXXX | 2.97% | $500,458,000 | ▲ +0.4% |
| 29 | MDLA | 0.22% | $37,138,000 | ▲ +0.1% |