Lone Pine Capital·CIK 1061165
30
Positions
$16.8B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| MSFT | 9.17% | $1,540,653,000 |
| AMZN |
8.65% |
| $1,453,279,000 |
| WDAY | 7.30% | $1,226,637,000 |
| NOW | 6.56% | $1,102,168,000 |
| BBWI | 6.32% | $1,062,198,000 |
| MA | 5.14% | $864,559,000 |
| TSM | 4.95% | $832,142,000 |
| META | 4.84% | $814,297,000 |
| V | 4.54% | $763,417,000 |
| SHOP | 4.16% | $699,147,000 |
| MTCH | 4.01% | $674,345,000 |
| SNAP | 3.95% | $664,438,000 |
| RH | 3.32% | $557,351,000 |
| DASH | 3.18% | $533,775,000 |
| DDOG | 2.67% | $449,152,000 |
| UNH | 2.63% | $441,419,000 |
| TEAMXXXX | 2.45% | $411,663,000 |
| XYZ | 2.41% | $404,646,000 |
| VSCO | 2.26% | $379,895,000 |
| DKS | 2.22% | $373,240,000 |
| BILL | 1.84% | $309,648,000 |
| TMO | 1.83% | $307,557,000 |
| FTCHQ | 1.55% | $260,083,000 |
| HUBS | 1.26% | $212,275,000 |
| MQ | 1.09% | $183,372,000 |
| SG | 0.87% | $145,763,000 |
| FCNCA | 0.36% | $60,992,000 |
| AVDX | 0.24% | $40,899,000 |
| VTEX | 0.19% | $32,441,000 |
| VIXYXXXX | 0.05% | $8,285,000 |