Lone Pine Capital·CIK 1061165
41
Positions
$27.5B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2020
Portfolio Value Over Time
| ▲ +2.7% |
| 3 | DXCM | 3.05% | $838,454,000 | ▲ +2.2% |
| 4 | CVNA | 2.13% | $586,457,000 | NEW |
| 5 | BILI | 1.87% | $514,674,000 | NEW |
| 6 | FTCHQ | 1.87% | $514,600,000 | NEW |
| 7 | FIS | 1.44% | $396,075,000 | NEW |
| 8 | MA | 3.53% | $970,662,000 | ▲ +1% |
| 9 | DASH | 1.17% | $322,177,000 | NEW |
| 10 | MDB | 1.15% | $315,895,000 | NEW |
| 11 | BPMC | 1.10% | $303,830,000 | NEW |
| 12 | COUP | 5.20% | $1,430,439,000 | ▲ +0.1% |
| 13 | GPN | 4.96% | $1,363,828,000 | ▲ +0.1% |
| 14 | TEAMXXXX | 2.91% | $800,565,000 | ▲ +0.3% |
| 15 | ADBE | 3.67% | $1,010,611,000 | ▲ +0.1% |
| 16 | ARGX | 0.57% | $157,708,000 | NEW |
| 17 | BILL | 1.37% | $377,929,000 | ▲ +0.4% |
| 18 | FOLD | 0.56% | $154,213,000 | NEW |
| 19 | ASND | 0.54% | $149,190,000 | NEW |
| 20 | NUAN | 1.44% | $397,242,000 | ▲ +0.2% |
| 21 | STNE | 1.94% | $534,441,000 | ▲ +0.1% |
| 22 | HWM | 0.78% | $214,838,000 | ▲ +0.2% |
| 23 | FATE | 0.29% | $80,352,000 | NEW |
| 24 | ZYME | 0.17% | $46,160,000 | NEW |
| 25 | FMTX | 0.10% | $27,920,000 | NEW |
| 26 | XP | 0.01% | $3,196,000 | NEW |