Lone Pine Capital·CIK 1061165
38
Positions
$27.5B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2021
Portfolio Value Over Time
| ▲ +2.5% |
| 3 | AMZN | 5.41% | $1,490,554,000 | ▲ +2.4% |
| 4 | LB | 5.90% | $1,624,759,000 | ▲ +2.4% |
| 5 | DASH | 3.20% | $881,659,000 | ▲ +2% |
| 6 | WDAY | 1.94% | $534,985,000 | NEW |
| 7 | MSFT | 6.70% | $1,844,805,000 | ▲ +1.6% |
| 8 | SNAP | 4.56% | $1,255,774,000 | ▲ +1% |
| 9 | ADBE | 4.53% | $1,246,613,000 | ▲ +0.9% |
| 10 | FTCHQ | 2.63% | $725,384,000 | ▲ +0.8% |
| 11 | SNOW | 1.06% | $290,595,000 | ▲ +0.8% |
| 12 | PODD | 0.36% | $99,330,000 | NEW |
| 13 | NOW | 2.69% | $739,525,000 | ▲ +0.3% |
| 14 | FATE | 0.52% | $144,228,000 | ▲ +0.2% |
| 15 | MTCH | 3.10% | $852,400,000 | ▲ +0.2% |
| 16 | UNH | 4.25% | $1,170,746,000 | ▲ +0.2% |
| 17 | MELI | 3.82% | $1,052,804,000 | ▲ +0.2% |
| 18 | CVNA | 2.30% | $631,914,000 | ▲ +0.2% |
| 19 | ASND | 0.67% | $185,198,000 | ▲ +0.1% |
| 20 | BILL | 1.49% | $410,414,000 | ▲ +0.1% |
| 21 | XM | 0.08% | $21,392,000 | NEW |
| 22 | DXCM | 3.10% | $852,886,000 | ▲ +0.1% |