Loading…
CIK 0001061165 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("lone-pine-capital-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | $284.1M | 2.1% | 3,817,170 SH | New |
| AMAZON COM INC | COM | $557.3M | 4.1%Prev: 4.5% | 2,414,520 SH | Decreased-397,408 SH |
| AMPHENOL CORP NEW | CL A | $379.7M | 2.8%Prev: 2.7% | 2,809,773 SH | Increased-213,458 SH |
| APPLOVIN CORP | COM CL A | $525.9M | 3.9%Prev: 5.8% | 780,530 SH | Decreased-328,608 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $647.3M | 4.8% | 605,017 SH | New |
| BOOKING HOLDINGS INC | COM | $24.8M | 0.2%Prev: 1.2% | 4,630 SH | Decreased-26,521 SH |
| BOSTON SCIENTIFIC CORP | COM | $19.2M | 0.1% | 201,703 SH | New |
| BROADCOM INC | COM | $598.8M | 4.4%Prev: 3.7% | 1,730,216 SH | Increased+180,804 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $730.7M | 5.4%Prev: 5.1% | 15,923,360 SH | Increased+5,742,012 SH |
| CAPITAL ONE FINL CORP | COM | $556.2M | 4.1%Prev: 4.0% | 2,294,891 SH | Increased-274,600 SH |
| CARPENTER TECHNOLOGY CORP | COM | $413.4M | 3.0% | 1,312,938 SH | New |
| CARVANA CO | CL A | $750.9M | 5.5%Prev: 4.8% | 1,779,328 SH | Increased+14,037 SH |
| CLEAN HARBORS INC | COM | $323.1M | 2.4% | 1,378,125 SH | New |
| DOORDASH INC | CL A | $573.0M | 4.2% | 2,529,879 SH | New |
| ENTEGRIS INC | COM | $257.3M | 1.9% | 3,054,230 SH | New |
| HILTON WORLDWIDE HLDGS INC | COM | $16.6M | 0.1% | 57,817 SH | New |
| KKR & CO INC | COM | $637.5M | 4.7%Prev: 3.9% | 5,001,085 SH | Increased+920,524 SH |
| LPL FINL HLDGS INC | COM | $741.1M | 5.4%Prev: 5.5% | 2,074,948 SH | Decreased-180,766 SH |
| MASTERCARD INCORPORATED | CL A | $55.0M | 0.4% | 96,338 SH | New |
| MEDLINE INC | COM CL A | $492.1M | 3.6% | 11,716,697 SH | New |
| MICROSOFT CORP | COM | $596.8M | 4.4%Prev: 4.6% | 1,234,125 SH | Decreased+25,520 SH |
| NU HLDGS LTD | ORD SHS CL A | $496.0M | 3.6%Prev: 3.0% | 29,630,237 SH | Increased+4,223,788 SH |
| PHILIP MORRIS INTL INC | COM | $424.0M | 3.1%Prev: 5.4% | 2,643,579 SH | Decreased-1,970,864 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $10.3M | 0.1% | 17,762 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $927.6M | 6.8%Prev: 6.2% | 3,052,400 SH | Increased |
| TALEN ENERGY CORP | COM | $484.5M | 3.6%Prev: 3.7% | 1,292,516 SH | Decreased+100,000 SH |
| TENET HEALTHCARE CORP | COM NEW | $355.2M | 2.6% | 1,787,326 SH | New |
| TRANSDIGM GROUP INC | COM | $25.6M | 0.2% | 19,228 SH | New |
| VISA INC | COM CL A | $5.3M | 0.0% | 15,217 SH | New |
| VISTRA CORP | COM | $840.8M | 6.2%Prev: 6.7% | 5,211,885 SH | Decreased+512,644 SH |
| VULCAN MATLS CO | COM | $480.3M | 3.5%Prev: 3.1% | 1,683,932 SH | Increased+299,308 SH |
| WINGSTOP INC | COM | $380.5M | 2.8%Prev: 2.7% | 1,595,258 SH | Increased+104,013 SH |
| 13F-HR |
| 0000919574-26-005485 |
| $16.36B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000902664-25-003627 | $14.05B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003439 | $12.54B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000902664-25-002417 | $11.58B | View |