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
| Ticker | % Portfolio | Value |
|---|---|---|
| AMZN | 8.43% | $2,058,358,000 |
| SHOP |
7.84% |
| $1,914,069,000 |
| MA | 7.10% | $1,732,927,000 |
| BBWI | 6.95% | $1,695,916,000 |
| WDAY | 6.51% | $1,588,451,000 |
| MSFT | 6.47% | $1,578,845,000 |
| SNAP | 6.45% | $1,574,500,000 |
| NOW | 5.33% | $1,301,846,000 |
| DASH | 5.03% | $1,228,733,000 |
| MTCH | 4.81% | $1,173,359,000 |
| UNH | 4.72% | $1,152,957,000 |
| V | 4.29% | $1,047,495,000 |
| RH | 3.52% | $859,588,000 |
| FTCHQ | 3.35% | $817,027,000 |
| BEKE | 2.55% | $622,856,000 |
| ADBE | 2.54% | $620,201,000 |
| DDOG | 2.39% | $582,897,000 |
| SNOW | 2.29% | $557,799,000 |
| VSCO | 1.86% | $455,195,000 |
| NTES | 1.86% | $453,180,000 |
| CFLT | 1.37% | $335,347,000 |
| PVH | 1.34% | $326,951,000 |
| MQ | 1.23% | $300,077,000 |
| SG | 0.60% | $145,808,000 |
| AMPL | 0.41% | $99,368,000 |
| AVDX | 0.31% | $76,514,000 |
| VTEX | 0.23% | $56,547,000 |
| XYZ | 0.18% | $44,798,000 |
| FRSH | 0.03% | $7,222,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDTWTR | $1,300,428,000 | 4.38% |
SOLDMRNA | $1,276,272,000 | 4.30% |
SOLDMETA | $1,043,599,000 | 3.52% |
SOLDCOUP | $1,000,831,000 | 3.37% |
SOLDDXCM | $788,149,000 | 2.66% |
SOLDIBN | $750,087,000 | 2.53% |
SOLDCVNA | $645,992,000 | 2.18% |
SOLDBILI | $569,908,000 | 1.92% |
SOLDSTNE | $524,033,000 | 1.77% |
SOLDTDG | $489,876,000 | 1.65% |
SOLDASND | $229,040,000 | 0.77% |
SOLDFATE | $130,352,000 | 0.44% |
SOLDFIGS | $92,326,000 | 0.31% |
SOLDZYME | $28,364,000 | 0.10% |
SOLDFMTX | $18,552,000 | 0.06% |