Lone Pine Capital·CIK 1061165
29
Positions
$24.4B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2021
Portfolio Value Over Time
| NEW |
| 3 | AMZN | 8.43% | $2,058,358,000 | ▲ +4.4% |
| 4 | SNOW | 2.29% | $557,799,000 | NEW |
| 5 | NTES | 1.86% | $453,180,000 | ▲ +1.6% |
| 6 | WDAY | 6.51% | $1,588,451,000 | ▲ +2.3% |
| 7 | MSFT | 6.47% | $1,578,845,000 | ▲ +2% |
| 8 | CFLT | 1.37% | $335,347,000 | ▲ +1.1% |
| 9 | MQ | 1.23% | $300,077,000 | ▲ +1% |
| 10 | BBWI | 6.95% | $1,695,916,000 | ▲ +1.8% |
| 11 | SG | 0.60% | $145,808,000 | NEW |
| 12 | SNAP | 6.45% | $1,574,500,000 | ▲ +0.8% |
| 13 | AVDX | 0.31% | $76,514,000 | NEW |
| 14 | DDOG | 2.39% | $582,897,000 | ▲ +0.2% |
| 15 | BEKE | 2.55% | $622,856,000 | ▲ +0.7% |
| 16 | NOW | 5.33% | $1,301,846,000 | ▲ +0.7% |
| 17 | MTCH | 4.81% | $1,173,359,000 | ▲ +0.7% |
| 18 | FTCHQ | 3.35% | $817,027,000 | ▲ +0.5% |
| 19 | SHOP | 7.84% | $1,914,069,000 | ▲ +1.3% |
| 20 | UNH | 4.72% | $1,152,957,000 | ▲ +0.8% |
| 21 | VSCO | 1.86% | $455,195,000 | ▲ +0.3% |
| 22 | PVH | 1.34% | $326,951,000 | ▲ +0.2% |
| 23 | AMPL | 0.41% | $99,368,000 | ▲ +0.1% |
| 24 | RH | 3.52% | $859,588,000 | ▲ +0.6% |