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
| Ticker | % Portfolio | Value |
|---|---|---|
| SHOP | 7.39% | $2,032,179,000 |
| COUP |
5.20% |
| $1,430,439,000 |
| MSFT | 5.10% | $1,404,025,000 |
| GPN | 4.96% | $1,363,828,000 |
| NFLX | 4.82% | $1,325,935,000 |
| UNH | 4.05% | $1,115,169,000 |
| ADBE | 3.67% | $1,010,611,000 |
| MELI | 3.64% | $1,000,292,000 |
| SNAP | 3.55% | $976,895,000 |
| LB | 3.55% | $976,799,000 |
| META | 3.55% | $976,696,000 |
| MA | 3.53% | $970,662,000 |
| XYZ | 3.32% | $913,963,000 |
| DOCU | 3.28% | $901,665,000 |
| DXCM | 3.05% | $838,454,000 |
| AMZN | 3.04% | $837,441,000 |
| TEAMXXXX | 2.91% | $800,565,000 |
| MTCH | 2.89% | $796,330,000 |
| DDOG | 2.54% | $697,950,000 |
| ADSK | 2.46% | $675,559,000 |
| NOW | 2.42% | $666,343,000 |
| HUM | 2.25% | $618,809,000 |
| CVNA | 2.13% | $586,457,000 |
| STNE | 1.94% | $534,441,000 |
| BILI | 1.87% | $514,674,000 |
| FTCHQ | 1.87% | $514,600,000 |
| NUAN | 1.44% | $397,242,000 |
| FIS | 1.44% | $396,075,000 |
| BILL | 1.37% | $377,929,000 |
| DASH | 1.17% | $322,177,000 |
| MDB | 1.15% | $315,895,000 |
| BPMC | 1.10% | $303,830,000 |
| HWM | 0.78% | $214,838,000 |
| ARGX | 0.57% | $157,708,000 |
| FOLD | 0.56% | $154,213,000 |
| ASND | 0.54% | $149,190,000 |
| SNOW | 0.31% | $85,000,000 |
| FATE | 0.29% | $80,352,000 |
| ZYME | 0.17% | $46,160,000 |
| FMTX | 0.10% | $27,920,000 |
| XP | 0.01% | $3,196,000 |