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
| Ticker | % Portfolio | Value |
|---|---|---|
| SHOP | 6.53% | $1,938,948,000 |
| SNAP |
5.64% |
| $1,672,318,000 |
| DASH | 5.18% | $1,536,643,000 |
| BBWI | 5.16% | $1,531,646,000 |
| NOW | 4.60% | $1,365,224,000 |
| MSFT | 4.46% | $1,323,466,000 |
| TWTR | 4.38% | $1,300,428,000 |
| XYZ | 4.35% | $1,290,546,000 |
| MRNA | 4.30% | $1,276,272,000 |
| WDAY | 4.19% | $1,242,920,000 |
| MTCH | 4.11% | $1,220,419,000 |
| AMZN | 4.00% | $1,186,267,000 |
| UNH | 3.96% | $1,174,561,000 |
| ADBE | 3.79% | $1,125,640,000 |
| META | 3.52% | $1,043,599,000 |
| COUP | 3.37% | $1,000,831,000 |
| RH | 2.90% | $860,727,000 |
| FTCHQ | 2.90% | $859,984,000 |
| DXCM | 2.66% | $788,149,000 |
| IBN | 2.53% | $750,087,000 |
| DDOG | 2.21% | $656,813,000 |
| CVNA | 2.18% | $645,992,000 |
| BILI | 1.92% | $569,908,000 |
| BEKE | 1.86% | $551,485,000 |
| STNE | 1.77% | $524,033,000 |
| TDG | 1.65% | $489,876,000 |
| VSCO | 1.60% | $475,763,000 |
| PVH | 1.14% | $338,961,000 |
| ASND | 0.77% | $229,040,000 |
| FATE | 0.44% | $130,352,000 |
| VTEX | 0.37% | $108,504,000 |
| FIGS | 0.31% | $92,326,000 |
| AMPL | 0.30% | $88,411,000 |
| NTES | 0.29% | $86,714,000 |
| CFLT | 0.28% | $83,191,000 |
| MQ | 0.20% | $57,988,000 |
| ZYME | 0.10% | $28,364,000 |
| FMTX | 0.06% | $18,552,000 |
| FRSH | 0.04% | $11,740,000 |