Lone Pine Capital·CIK 1061165
29
Positions
$19.8B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2020
Portfolio Value Over Time
| ▲ +3.9% |
| 3 | PYPL | 6.49% | $1,285,354,000 | ▲ +3.5% |
| 4 | COF | 3.25% | $643,318,000 | NEW |
| 5 | META | 6.04% | $1,195,972,000 | ▲ +2.5% |
| 6 | DDOG | 3.00% | $594,116,000 | NEW |
| 7 | CRM | 2.88% | $570,467,000 | NEW |
| 8 | TDG | 3.91% | $773,900,000 | ▲ +2.4% |
| 9 | ZM | 2.16% | $427,837,000 | NEW |
| 10 | MSFT | 6.41% | $1,268,843,000 | ▲ +0.9% |
| 11 | NOW | 3.66% | $724,667,000 | ▲ +1.3% |
| 12 | DAY | 2.31% | $456,474,000 | ▲ +1.4% |
| 13 | COUP | 2.97% | $588,527,000 | ▲ +1.2% |
| 14 | HUM | 4.75% | $939,915,000 | ▲ +0.7% |
| 15 | DXCM | 0.70% | $137,652,000 | NEW |
| 16 | HWM | 0.63% | $125,034,000 | NEW |
| 17 | DFS | 0.52% | $101,974,000 | NEW |
| 18 | LB | 1.99% | $393,188,000 | ▲ +0.2% |