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 | SNAP | 3.95% | $664,438,000 | SOLD |
| 4 | MSFT | 8.43% | $894,198,000 | ▼ -0.7% |
| 5 | DASH | 3.18% | $533,775,000 | SOLD |
| 6 | WDAY | 6.60% | $700,579,000 | ▼ -0.7% |
| 7 | NOW | 5.79% | $614,562,000 | ▼ -0.8% |
| 8 | BBWI | 5.64% | $598,209,000 | ▼ -0.7% |
| 9 | DDOG | 2.67% | $449,152,000 | SOLD |
| 10 | XYZ | 0.01% | $1,462,000 | ▼ -2.4% |
| 11 | VSCO | 2.26% | $379,895,000 | SOLD |
| 12 | MA | 4.59% | $487,389,000 | ▼ -0.5% |
| 13 | V | 4.01% | $425,485,000 | ▼ -0.5% |
| 14 | BILL | 1.84% | $309,648,000 | SOLD |
| 15 | FTCHQ | 1.55% | $260,083,000 | SOLD |
| 16 | HUBS | 1.26% | $212,275,000 | SOLD |
| 17 | SG | 0.50% | $53,083,000 | ▼ -0.4% |
| 18 | VTEX | 0.15% | $16,247,000 | ▼ -0% |
| 19 | VIXYXXXX | 0.02% | $1,825,000 | ▼ -0% |