Lone Pine Capital·CIK 1061165
32
Positions
$23.3B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SHOP | 7.57% | $1,762,115,000 |
| META |
6.58% |
| $1,531,990,000 |
| MSFT | 5.82% | $1,354,629,000 |
| UNH | 5.29% | $1,230,379,000 |
| COUP | 5.10% | $1,187,259,000 |
| PYPL | 5.08% | $1,182,360,000 |
| GPN | 4.88% | $1,135,629,000 |
| NFLX | 4.84% | $1,125,679,000 |
| AMZN | 4.56% | $1,062,092,000 |
| HUM | 3.86% | $899,732,000 |
| DOCU | 3.82% | $890,093,000 |
| XYZ | 3.75% | $872,590,000 |
| MTCH | 3.72% | $866,780,000 |
| NOW | 3.69% | $858,887,000 |
| LB | 3.59% | $835,493,000 |
| ADBE | 3.56% | $828,637,000 |
| COF | 3.17% | $738,598,000 |
| ADSK | 2.91% | $676,321,000 |
| DDOG | 2.87% | $669,033,000 |
| TEAMXXXX | 2.57% | $598,007,000 |
| MA | 2.56% | $596,387,000 |
| STNE | 1.88% | $438,787,000 |
| TDG | 1.54% | $358,435,000 |
| NUAN | 1.21% | $281,472,000 |
| SNOW | 1.08% | $251,517,000 |
| MELI | 0.99% | $231,220,000 |
| BILL | 0.95% | $222,314,000 |
| DXCM | 0.82% | $190,898,000 |
| HWM | 0.57% | $131,897,000 |
| PODD | 0.47% | $109,354,000 |
| BKNG | 0.43% | $100,793,000 |
| BEKE | 0.26% | $61,300,000 |