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
| SOLD |
| 3 | EFX | 2.25% | $378,845,000 | SOLD |
| 4 | LKNCY | 2.18% | $367,690,000 | SOLD |
| 5 | XYZ | 2.08% | $350,844,000 | SOLD |
| 6 | L100PS | 1.97% | $331,802,000 | SOLD |
| 7 | UNH | 4.51% | $891,940,000 | ▼ -2.3% |
| 8 | HLT | 1.20% | $201,489,000 | SOLD |
| 9 | TEAMXXXX | 1.13% | $190,597,000 | SOLD |
| 10 | CVNA | 0.52% | $102,130,000 | ▼ -1.2% |
| 11 | NFLX | 3.69% | $730,886,000 | ▼ -1.7% |
| 12 | UAA | 0.95% | $160,545,000 | SOLD |
| 13 | IACXXXX | 0.86% | $145,538,000 | SOLD |
| 14 | LYV | 0.82% | $138,475,000 | SOLD |
| 15 | ADSK | 2.53% | $500,360,000 | ▼ -1.2% |
| 16 | AMZN | 6.38% | $1,262,273,000 | ▼ -0.4% |
| 17 | HUBS | 0.61% | $103,421,000 | SOLD |
| 18 | GPN | 4.10% | $812,398,000 | ▼ -0.1% |
| 19 | VXXXXXX | 1.63% | $322,525,000 | ▼ -0.8% |
| 20 | MA | 3.29% | $651,803,000 | ▼ -0% |
| 21 | CDNS | 0.51% | $85,099,000 | SOLD |
| 22 | UA | 0.47% | $79,717,000 | SOLD |
| 23 | V | 2.35% | $465,757,000 | ▼ -0.8% |
| 24 | PLAN | 0.40% | $66,572,000 | SOLD |
| 25 | ADBE | 4.00% | $791,704,000 | ▼ -1% |
| 26 | CHWY | 0.29% | $48,728,000 | SOLD |
| 27 | MTCH | 2.50% | $494,977,000 | ▼ -0.2% |
| 28 | MDLA | 0.22% | $37,138,000 | SOLD |
| 29 | SE | 0.01% | $1,196,000 | SOLD |