Lone Pine Capital·CIK 1061165
39
Positions
$29.7B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2021
Portfolio Value Over Time
| ▲ +2.2% |
| 3 | BILI | 1.92% | $569,908,000 | NEW |
| 4 | VSCO | 1.60% | $475,763,000 | NEW |
| 5 | WDAY | 4.19% | $1,242,920,000 | ▲ +1.6% |
| 6 | MRNA | 4.30% | $1,276,272,000 | ▲ +1.3% |
| 7 | DASH | 5.18% | $1,536,643,000 | ▲ +0.9% |
| 8 | RH | 2.90% | $860,727,000 | ▲ +0.7% |
| 9 | SNAP | 5.64% | $1,672,318,000 | ▲ +0.6% |
| 10 | VTEX | 0.37% | $108,504,000 | NEW |
| 11 | AMPL | 0.30% | $88,411,000 | NEW |
| 12 | NTES | 0.29% | $86,714,000 | NEW |
| 13 | CFLT | 0.28% | $83,191,000 | ▲ +0.2% |
| 14 | DDOG | 2.21% | $656,813,000 | ▲ +0.3% |
| 15 | PVH | 1.14% | $338,961,000 | ▲ +0.2% |
| 16 | ASND | 0.77% | $229,040,000 | ▲ +0.2% |
| 17 | UNH | 3.96% | $1,174,561,000 | ▲ +0.1% |
| 18 | MTCH | 4.11% | $1,220,419,000 | ▲ +0.1% |
| 19 | TDG | 1.65% | $489,876,000 | ▲ +0.1% |
| 20 | IBN | 2.53% | $750,087,000 | ▲ +0.1% |
| 21 | FRSH | 0.04% | $11,740,000 | NEW |
| 22 | DXCM | 2.66% | $788,149,000 | ▲ +0.1% |
| 23 | NOW | 4.60% | $1,365,224,000 | ▲ +0.2% |
| 24 | CVNA | 2.18% | $645,992,000 | ▲ +0.1% |