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
| Ticker | % Portfolio | Value |
|---|---|---|
| SHOP | 7.69% | $2,385,123,000 |
| LB |
6.10% |
| $1,892,663,000 |
| META | 5.59% | $1,733,581,000 |
| AMZN | 5.37% | $1,667,587,000 |
| SNAP | 5.04% | $1,563,287,000 |
| MSFT | 4.61% | $1,429,125,000 |
| ADBE | 4.56% | $1,415,464,000 |
| XYZ | 4.49% | $1,393,383,000 |
| NOW | 4.37% | $1,356,728,000 |
| DASH | 4.29% | $1,330,370,000 |
| MTCH | 4.03% | $1,249,123,000 |
| COUP | 3.94% | $1,223,959,000 |
| UNH | 3.88% | $1,203,719,000 |
| GPN | 3.35% | $1,039,402,000 |
| FTCHQ | 3.06% | $950,136,000 |
| MRNA | 3.02% | $937,781,000 |
| WDAY | 2.64% | $818,249,000 |
| DXCM | 2.57% | $797,759,000 |
| IBN | 2.38% | $737,965,000 |
| RH | 2.23% | $693,140,000 |
| TWTR | 2.20% | $681,422,000 |
| MA | 2.12% | $658,549,000 |
| CVNA | 2.08% | $646,592,000 |
| BEKE | 2.01% | $623,140,000 |
| DDOG | 1.96% | $606,931,000 |
| STNE | 1.91% | $593,242,000 |
| MQ | 1.55% | $490,574,000 |
| TDG | 1.50% | $464,407,000 |
| PVH | 0.94% | $292,613,000 |
| FIGS | 0.69% | $214,156,000 |
| ASND | 0.61% | $189,035,000 |
| FATE | 0.49% | $151,820,000 |
| ZYME | 0.11% | $33,883,000 |
| CFLT | 0.10% | $30,875,000 |
| FMTX | 0.06% | $19,912,000 |
| S | 0.02% | $7,438,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDMELI | $1,052,804,000 | 3.82% |
SOLDNFLX | $953,657,000 | 3.46% |
SOLDTEAMXXXX | $626,921,000 | 2.28% |
SOLDBILI | $449,688,000 | 1.63% |
SOLDBILL | $410,414,000 | 1.49% |
SOLDNUAN | $393,187,000 | 1.43% |
SOLDSNOW | $290,595,000 | 1.06% |
SOLDBPMC | $263,409,000 | 0.96% |
SOLDARGX | $150,434,000 | 0.55% |
SOLDPODD | $99,330,000 | 0.36% |
SOLDMDB | $35,133,000 | 0.13% |
SOLDXM | $21,392,000 | 0.08% |