Lone Pine Capital·CIK 1061165
36
Positions
$31.5B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2021
Portfolio Value Over Time
| 3 | TWTR | 2.20% | $681,422,000 | NEW |
| 4 | XYZ | 4.49% | $1,393,383,000 | ▲ +1.9% |
| 5 | BEKE | 2.01% | $623,140,000 | NEW |
| 6 | NOW | 4.37% | $1,356,728,000 | ▲ +1.7% |
| 7 | MQ | 1.55% | $490,574,000 | NEW |
| 8 | SHOP | 7.69% | $2,385,123,000 | ▲ +0.8% |
| 9 | TDG | 1.50% | $464,407,000 | NEW |
| 10 | DASH | 4.29% | $1,330,370,000 | ▲ +1.1% |
| 11 | MTCH | 4.03% | $1,249,123,000 | ▲ +0.9% |
| 12 | SNAP | 5.04% | $1,563,287,000 | ▲ +0.5% |
| 13 | PVH | 0.94% | $292,613,000 | NEW |
| 14 | WDAY | 2.64% | $818,249,000 | ▲ +0.7% |
| 15 | LB | 6.10% | $1,892,663,000 | ▲ +0.2% |
| 16 | FTCHQ | 3.06% | $950,136,000 | ▲ +0.4% |
| 17 | FIGS | 0.69% | $214,156,000 | NEW |
| 18 | STNE | 1.91% | $593,242,000 | ▲ +0.5% |
| 19 | GPN | 3.35% | $1,039,402,000 | ▲ +0.2% |
| 20 | ADBE | 4.56% | $1,415,464,000 | ▲ +0% |
| 21 | COUP | 3.94% | $1,223,959,000 | ▲ +0.1% |
| 22 | CFLT | 0.10% | $30,875,000 | NEW |
| 23 | S | 0.02% | $7,438,000 | NEW |