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← All 13F filings

Lone Pine Capital

Lone Pine Capital

As of 2026-06-30Holdings 34 stocksValue $16.4B
  • 1
    NBIS · NEBIUS GROUP N.V.

    4,258,008 sh · 7.2% of portfolio

    $1.2B
  • 2
    ASML HLDG NV

    569,174 sh · 6.9% of portfolio

    $1.1B
  • 3
    SEAGATE TECHNOLOGY HLDNGS PL

    1,000,109 sh · 5.9% of portfolio

    $965M
  • 4
    HD · HOME DEPOT INC

    2,603,189 sh · 5.6% of portfolio

    $918M
  • 5
    APPLIED MATLS INC

    1,207,737 sh · 5.3% of portfolio

    $873M
  • 6
    MDLN · MEDLINE INC

    20,968,367 sh · 5.1% of portfolio

    $827M
  • 7
    LIN · LINDE PLC

    1,558,081 sh · 4.9% of portfolio

    $809M
  • 8
    TER · TERADYNE INC

    1,493,080 sh · 4.4% of portfolio

    $722M
  • 9
    CORNING INC

    2,728,058 sh · 4.3% of portfolio

    $697M
  • 10
    CVNA · CARVANA CO

    10,520,666 sh · 4.2% of portfolio

    $692M
  • 11
    HUT · HUT 8 CORP

    5,773,045 sh · 4.1% of portfolio

    $666M
  • 12
    PFGC · PERFORMANCE FOOD GROUP CO

    5,852,740 sh · 4.0% of portfolio

    $654M
  • 13
    NU HLDGS LTD

    47,219,717 sh · 3.9% of portfolio

    $631M
  • 14
    WULF · TERAWULF INC

    24,144,625 sh · 3.6% of portfolio

    $596M
  • 15
    CRS · CARPENTER TECHNOLOGY CORP

    962,839 sh · 3.6% of portfolio

    $594M
  • 16
    MTZ · MASTEC INC

    1,345,157 sh · 3.4% of portfolio

    $560M
  • 17
    APP · APPLOVIN CORP

    1,042,268 sh · 3.3% of portfolio

    $537M
  • 18
    TTMI · TTM TECHNOLOGIES INC

    2,738,075 sh · 3.1% of portfolio

    $512M
  • 19
    STRL · STERLING INFRASTRUCTURE INC

    609,643 sh · 3.1% of portfolio

    $512M
  • 20
    US FOODS HLDG CORP

    4,914,492 sh · 3.1% of portfolio

    $503M
  • 21
    ON HLDG AG

    13,280,030 sh · 2.9% of portfolio

    $470M
  • 22
    LPL FINL HLDGS INC

    1,219,099 sh · 2.1% of portfolio

    $343M
  • 23
    AGX · ARGAN INC

    368,673 sh · 1.8% of portfolio

    $294M
  • 24
    BTDR · BITDEER TECHNOLOGIES GROUP

    7,020,026 sh · 0.7% of portfolio

    $111M
  • 25
    SHAZ · SHARONAI HOLDINGS INC

    1,209,848 sh · 0.6% of portfolio

    $102M
  • 26
    GOOG · ALPHABET INC

    215,574 sh · 0.5% of portfolio

    $77M
  • 27
    KODIAK GAS SVCS INC

    845,070 sh · 0.4% of portfolio

    $63M
  • 28
    V · VISA INC

    165,960 sh · 0.3% of portfolio

    $57M
  • 29
    INTERACTIVE BROKERS GROUP IN

    577,666 sh · 0.3% of portfolio

    $50M
  • 30
    TAIWAN SEMICONDUCTOR MANUFAC

    101,242 sh · 0.3% of portfolio

    $48M
  • 31
    SE · SEA LTD

    494,581 sh · 0.3% of portfolio

    $47M
  • 32
    MCK · MCKESSON CORP

    57,851 sh · 0.3% of portfolio

    $44M
  • 33
    TDG · TRANSDIGM GROUP INC

    28,532 sh · 0.2% of portfolio

    $38M
  • 34
    BROOKFIELD CORP

    792,717 sh · 0.2% of portfolio

    $34M
    • View SEC filing ↗

    13F filings are disclosed up to 45 days after quarter-end and may differ from current holdings. For reference only.