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
| Ticker | % Portfolio | Value |
|---|---|---|
| SHOP | 6.88% | $1,894,870,000 |
| MSFT |
6.70% |
| $1,844,805,000 |
| META | 6.06% | $1,667,735,000 |
| LB | 5.90% | $1,624,759,000 |
| AMZN | 5.41% | $1,490,554,000 |
| SNAP | 4.56% | $1,255,774,000 |
| ADBE | 4.53% | $1,246,613,000 |
| UNH | 4.25% | $1,170,746,000 |
| COUP | 3.84% | $1,056,579,000 |
| MELI | 3.82% | $1,052,804,000 |
| NFLX | 3.46% | $953,657,000 |
| DASH | 3.20% | $881,659,000 |
| GPN | 3.11% | $855,767,000 |
| DXCM | 3.10% | $852,886,000 |
| MTCH | 3.10% | $852,400,000 |
| NOW | 2.69% | $739,525,000 |
| FTCHQ | 2.63% | $725,384,000 |
| MA | 2.63% | $723,399,000 |
| XYZ | 2.59% | $714,105,000 |
| IBN | 2.51% | $691,788,000 |
| CVNA | 2.30% | $631,914,000 |
| TEAMXXXX | 2.28% | $626,921,000 |
| DDOG | 1.98% | $545,207,000 |
| WDAY | 1.94% | $534,985,000 |
| BILI | 1.63% | $449,688,000 |
| BILL | 1.49% | $410,414,000 |
| STNE | 1.45% | $400,027,000 |
| NUAN | 1.43% | $393,187,000 |
| SNOW | 1.06% | $290,595,000 |
| BPMC | 0.96% | $263,409,000 |
| ASND | 0.67% | $185,198,000 |
| ARGX | 0.55% | $150,434,000 |
| FATE | 0.52% | $144,228,000 |
| PODD | 0.36% | $99,330,000 |
| MDB | 0.13% | $35,133,000 |
| ZYME | 0.11% | $30,845,000 |
| FMTX | 0.08% | $22,416,000 |
| XM | 0.08% | $21,392,000 |