← LONE PINE CAPITAL LLC
Positions
30
Total value
$13.47B
Top 10 concentration
55.9%
New positions
4
Exited positions· 3 vs. Q3 2024
Holdings · 30
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | META PLATFORMS INC META · 30303M102 | CL A | $1.19B | 8.86% | 2,036,930 | +7.7% |
| 2 | AMAZON COM INC AMZN · 023135106 | COM | $831.28M | 6.17% | 3,789,034 | -30.9% |
| 3 | PHILIP MORRIS INTL INC PM · 718172109 | COM | $778.47M | 5.78% | 6,468,372 | +44.4% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD TSM · 874039100 | SPONSORED ADS | $742.65M | 5.52% | 3,760,444 | -10.7% |
| 5 | VISTRA CORP VST · 92840M102 | COM | $738.01M | 5.48% | 5,352,965 | -21.4% |
| 6 | INTUIT INTU · 461202103 | COM | $727.02M | 5.40% | 1,156,762 | +25.5% |
| 7 | MICROSOFT CORP MSFT · 594918104 | COM | $691.13M | 5.13% | 1,639,697 | -1.0% |
| 8 | LPL FINL HLDGS INC LPLA · 50212V100 | COM | $627.8M | 4.66% | 1,922,748 | -11.8% |
| 9 | ELI LILLY & CO LLY · 532457108 | COM | $604.37M | 4.49% | 782,860 | New |
| 10 | KKR & CO INC KKR · 48251W104 | COM | $598.76M | 4.45% | 4,048,143 | -10.5% |
| 11 | STARBUCKS CORP SBUX · 855244109 | COM | $590.85M | 4.39% | 6,475,057 | +59.8% |
| 12 | CAPITAL ONE FINL CORP COF · 14040H105 | COM | $577.01M | 4.28% | 3,235,823 | New |
| 13 | SALESFORCE INC CRM · 79466L302 | COM | $523.29M | 3.89% | 1,565,193 | -33.0% |
| 14 | FLUTTER ENTMT PLC G3643J108 | SHS | $494.29M | 3.67% | 1,912,519 | New |
| 15 | PTC INC PTC · 69370C100 | COM | $427.72M | 3.18% | 2,326,231 | -8.7% |
| 16 | SPOTIFY TECHNOLOGY S A SPOT · L8681T102 | SHS | $408.71M | 3.04% | 913,564 | -41.2% |
| 17 | WORKDAY INC WDAY · 98138H101 | CL A | $398.26M | 2.96% | 1,543,464 | -3.8% |
| 18 | CONSTELLATION ENERGY CORP CEG · 21037T109 | COM | $388.7M | 2.89% | 1,737,526 | -27.4% |
| 19 | APPLOVIN CORP APP · 03831W108 | COM CL A | $351.39M | 2.61% | 1,085,113 | -54.2% |
| 20 | HOWMET AEROSPACE INC HWM · 443201108 | COM | $334.86M | 2.49% | 3,061,707 | — |
| 21 | BLOCK INC XYZ · 852234103 | CL A | $320.05M | 2.38% | 3,765,793 | -50.9% |
| 22 | ASML HOLDING N V ASML · N07059210 | N Y REGISTRY SHS | $306.18M | 2.27% | 441,766 | -19.9% |
| 23 | ARES MANAGEMENT CORPORATION ARES · 03990B101 | CL A COM STK | $296.89M | 2.20% | 1,677,043 | -18.3% |
| 24 | LENNAR CORP LEN · 526057104 | CL A | $234.27M | 1.74% | 1,717,903 | -41.3% |
| 25 | TALEN ENERGY CORP TLN · 87422Q109 | COM | $219.48M | 1.63% | 1,089,380 | +27.2% |
| 26 | BITDEER TECHNOLOGIES GROUP BTDR · G11448100 | CL A ORD SHS | $21.38M | 0.16% | 986,717 | -24.0% |
| 27 | HUT 8 CORP HUT · 44812J104 | COM | $14.2M | 0.11% | 692,839 | -43.8% |
| 28 | CIPHER MINING INC CIFR · 17253J106 | COM | $10.88M | 0.08% | 2,344,380 | New |
| 29 | TERAWULF INC WULF · 88080T104 | COM | $8.38M | 0.06% | 1,480,928 | -51.7% |
| 30 | IREN LIMITED Q4982L109 | ORDINARY SHARES | $6.99M | 0.05% | 711,839 | — |
Total filing value: $13.47B