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
| 3 | MA | 5.14% | $864,559,000 | ▼ -2% |
| 4 | UNH | 2.63% | $441,419,000 | ▼ -2.1% |
| 5 | DASH | 3.18% | $533,775,000 | ▼ -1.9% |
| 6 | BBWI | 6.32% | $1,062,198,000 | ▼ -0.6% |
| 7 | BEKE | 2.55% | $622,856,000 | SOLD |
| 8 | ADBE | 2.54% | $620,201,000 | SOLD |
| 9 | SNOW | 2.29% | $557,799,000 | SOLD |
| 10 | FTCHQ | 1.55% | $260,083,000 | ▼ -1.8% |
| 11 | MTCH | 4.01% | $674,345,000 | ▼ -0.8% |
| 12 | NTES | 1.86% | $453,180,000 | SOLD |
| 13 | CFLT | 1.37% | $335,347,000 | SOLD |
| 14 | PVH | 1.34% | $326,951,000 | SOLD |
| 15 | RH | 3.32% | $557,351,000 | ▼ -0.2% |
| 16 | MQ | 1.09% | $183,372,000 | ▼ -0.1% |
| 17 | AMPL | 0.41% | $99,368,000 | SOLD |
| 18 | AVDX | 0.24% | $40,899,000 | ▼ -0.1% |
| 19 | VTEX | 0.19% | $32,441,000 | ▼ -0% |
| 20 | FRSH | 0.03% | $7,222,000 | SOLD |