Lone Pine Capital·CIK 1061165
30
Positions
$10.6B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| 3 | BKNG | 3.91% | $414,792,000 | NEW |
| 4 | GOOGL | 3.53% | $374,813,000 | NEW |
| 5 | EPAM | 3.52% | $373,393,000 | NEW |
| 6 | PYPL | 2.82% | $299,546,000 | NEW |
| 7 | EQT | 2.06% | $218,514,000 | NEW |
| 8 | TMO | 4.77% | $506,496,000 | ▲ +2.9% |
| 9 | RH | 3.55% | $376,352,000 | ▲ +0.2% |
| 10 | TEAMXXXX | 2.86% | $303,433,000 | ▲ +0.4% |
| 11 | TSM | 6.88% | $730,433,000 | ▲ +1.9% |
| 12 | MQ | 1.27% | $134,706,000 | ▲ +0.2% |
| 13 | UNH | 3.87% | $411,064,000 | ▲ +1.2% |
| 14 | FICO | 0.16% | $17,085,000 | NEW |
| 15 | AVDX | 0.29% | $31,195,000 | ▲ +0% |
| 16 | META | 7.61% | $807,803,000 | ▲ +2.8% |
| 17 | DKS | 3.56% | $377,992,000 | ▲ +1.3% |
| 18 | GROV | 0.02% | $2,315,000 | NEW |
| 19 | FCNCA | 0.56% | $59,908,000 | ▲ +0.2% |