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LONE PINE CAPITAL LLC

GREENWICH, CT · CIK 0001061165

Portfolio Value: $13.41B
Positions: 29
Period: 2024-09-30
Filed: 2024-11-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$13.41B

Positions

29

New

7

Increased

8

Decreased

12

Sold Out

270

LONE PINE CAPITAL LLC Q3 2024 13F Filing Summary

LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $13.41B across 29 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). Top holdings include META ($1.08B), AMZN ($1.02B), VST ($806.82M). The top 10 positions account for 54.8% of the portfolio. This quarter saw 7 new positions, 8 increases, 12 reductions, 270 complete exits. Notable new buys: LEN ($548.88M), SBUX ($394.92M), TLN ($152.61M). Notable exits: BBWI, AVDX, MA.

All Holdings

#StockValue↓WeightChange
1
METAMETA PLATFORMS INC
CL A
$1.08B
8.08%
+35.6%
2
AMZNAMAZON COM INC
COM
$1.02B
7.62%
+23.2%
3
VSTVISTRA CORP
COM
$806.82M
6.02%
-0.5%
4
TSMTAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
$731.65M
5.46%
-29.8%
5
MSFTMICROSOFT CORP
COM
$712.48M
5.31%
-18.0%
6
CRMSALESFORCE INC
COM
$639.89M
4.77%
+0.0%
7
CEGCONSTELLATION ENERGY CORP
COM
$622.55M
4.64%
+49.2%
8
KKRKKR & CO INC
COM
$590.58M
4.41%
-29.2%
9
INTUINTUIT
COM
$572.17M
4.27%
+2.1%
10
SPOTSPOTIFY TECHNOLOGY S A
SHS
$572.15M
4.27%
-8.0%
11
LENLENNAR CORP
CL A
$548.88M
4.09%
New
12
PMPHILIP MORRIS INTL INC
COM
$543.95M
4.06%
-32.8%
13
XYZBLOCK INC
CL A
$514.92M
3.84%
-
14
LPLALPL FINL HLDGS INC
COM
$507.17M
3.78%
+29.4%
15
UNHUNITEDHEALTH GROUP INC
COM
$480.54M
3.58%
-13.0%
16
PTCPTC INC
COM
$460.36M
3.43%
-
17
ASMLASML HOLDING N V
N Y REGISTRY SHS
$459.38M
3.43%
-6.2%
18
SBUXSTARBUCKS CORP
COM
$394.92M
2.95%
New
19
WDAYWORKDAY INC
CL A
$392.13M
2.93%
+0.0%
20
BKNGBOOKING HOLDINGS INC
COM
$321.86M
2.40%
-27.3%
21
ARESARES MANAGEMENT CORPORATION
CL A COM STK
$319.76M
2.39%
+30.3%
22
APPAPPLOVIN CORP
COM CL A
$309.39M
2.31%
-58.4%
23
HWMHOWMET AEROSPACE INC
COM
$306.94M
2.29%
-16.5%
24
GEVGE VERNOVA INC
COM
$294.76M
2.20%
-21.7%
25
TLNTALEN ENERGY CORP
COM
$152.61M
1.14%
New
26
HUTHUT 8 CORP
COM
$15.11M
0.11%
New
27
WULFTERAWULF INC
COM
$14.36M
0.11%
New
28
BTDRBITDEER TECHNOLOGIES GROUP
CL A ORD SHS
$10.16M
0.08%
New
29
IRENIRIS ENERGY LTD
ORDINARY SHARES
$6.01M
0.04%
New

Position Changes

StockValueShares
LENLENNAR CORP
$548.88M2,927,654
SBUXSTARBUCKS CORP
$394.92M4,050,850
TLNTALEN ENERGY CORP
$152.61M856,215
HUTHUT 8 CORP
$15.11M1,232,752
WULFTERAWULF INC
$14.36M3,067,796
BTDRBITDEER TECHNOLOGIES GROUP
$10.16M1,297,965
IRENIRIS ENERGY LTD
$6.01M711,839