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L

Lone Pine Capital LLC

13F Institution CIK 0001061165 — SEC EDGAR →
$12,876,466,907
Portfolio Value
26
Holdings
146,979,281
Total Shares
Q4 2025
Report Period

Congress Overlap

Congress members who traded these same stocks in the last 90 days:

April Mcclain Delaney buy ENTG April Mcclain Delaney buy ENTG April Mcclain Delaney buy CLH April Mcclain Delaney buy CLH Richard W. Allen buy AVGO Gilbert Cisneros sell STRL Gilbert Cisneros buy AGX Gilbert Cisneros sell SPOT Lloyd Doggett buy HD Gilbert Cisneros sell STRL Gilbert Cisneros sell MSFT Cleo Fields buy MSFT April Mcclain Delaney buy ENTG

Portfolio Holdings

48 positions sorted by value

# Ticker Company Shares Value % Portfolio
1 NBIS - 4,258,008 $1,175,934,069 9.13%
2 ASMLF - 569,174 $1,132,337,523 8.79%
3 VST - 6,187,585 $930,179,653 7.22%
4 HD - 2,603,189 $918,092,697 7.13%
5 MDLN - 20,968,367 $826,992,394 6.42%
6 LIN - 1,558,081 $808,550,554 6.28%
7 TER - 1,493,080 $722,411,827 5.61%
8 CVNA - 10,520,666 $692,470,236 5.38%
9 HUT - 5,773,045 $666,469,180 5.18%
10 PFGC - 5,852,740 $654,277,805 5.08%
11 NU - 47,219,717 $630,855,419 4.90%
12 AVGO - 1,730,216 $598,827,758 4.65%
13 MSFT - 1,234,125 $596,847,533 4.64%
14 WULF - 24,144,625 $596,372,238 4.63%
15 CRS - 962,839 $593,917,609 4.61%
16 TLN - 1,817,947 $580,343,221 4.51%
17 DASH - 2,529,879 $572,966,996 4.45%
18 MTZ - 1,345,157 $559,666,021 4.35%
19 AMZN - 2,414,520 $557,319,506 4.33%
20 APP - 1,042,268 $537,007,742 4.17%
21 TTMI - 2,738,075 $512,074,787 3.98%
22 STRL - 609,643 $511,709,948 3.97%
23 CLH - 1,754,950 $503,196,814 3.91%
24 USFD - 4,914,492 $502,506,807 3.90%
25 THC - 2,258,717 $426,242,485 3.31%
26 PM - 2,643,579 $424,030,072 3.29%
27 COF-PN - 2,267,056 $413,579,026 3.21%
28 WING - 1,595,258 $380,453,080 2.95%
29 ENTG - 3,115,054 $365,208,931 2.84%
30 CIEN - 809,522 $314,280,726 2.44%
31 AGX - 368,673 $294,403,824 2.29%
32 AFRM - 3,817,170 $284,111,963 2.21%
33 BTDR - 7,020,026 $111,407,813 0.87%
34 SHAZW - 1,209,848 $102,425,731 0.80%
35 GOOGL - 215,574 $77,039,680 0.60%
36 KGS - 845,070 $63,490,109 0.49%
37 V - 165,960 $56,939,216 0.44%
38 SE - 494,581 $47,395,697 0.37%
39 MCK - 57,851 $43,712,216 0.34%
40 VMC - 144,179 $39,259,942 0.30%
41 TDG - 28,532 $38,005,765 0.30%
42 SPOT - 68,844 $33,383,144 0.26%
43 MA - 57,201 $28,581,052 0.22%
44 APH - 223,084 $28,186,663 0.22%
45 HLT - 89,249 $27,138,836 0.21%
46 KKR - 179,308 $16,585,990 0.13%
47 BKNG - 2,405 $10,125,820 0.08%
48 BSX - 104,655 $6,567,101 0.05%