Lone Pine Capital·CIK 1061165
22
Positions
$11.6B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| NEW |
| 3 | CDNS | 2.68% | $309,872,874 | NEW |
| 4 | APP | 4.37% | $505,967,634 | ▲ +1.8% |
| 5 | INTU | 7.44% | $861,920,390 | ▲ +2% |
| 6 | WING | 0.87% | $101,298,052 | NEW |
| 7 | TSM | 5.54% | $641,653,246 | ▲ +0% |
| 8 | ASML | 3.33% | $385,933,603 | ▲ +1.1% |
| 9 | CRM | 4.01% | $464,713,645 | ▲ +0.1% |
| 10 | SBUX | 5.60% | $648,167,734 | ▲ +1.2% |
| 11 | LPLA | 4.98% | $577,079,867 | ▲ +0.3% |
| 12 | KKR | 4.76% | $550,739,565 | ▲ +0.3% |
| 13 | MSFT | 6.36% | $735,887,528 | ▲ +1.2% |
| 14 | COF | 4.92% | $569,482,440 | ▲ +0.6% |
| 15 | AMZN | 7.15% | $828,152,312 | ▲ +1% |
| 16 | FLUT | 4.25% | $491,817,959 | ▲ +0.6% |
| 17 | TLN | 1.88% | $217,516,505 | ▲ +0.3% |