Q1 2024 · 13F-HR
LONE PINE CAPITAL LLCholdings as filed
Filed 2024-05-15 · accession 0000902664-24-003638
$12.67B
Reported value
26
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $1.04B | 8.19% | 2,137,817 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $839.8M | 6.63% | 6,172,524 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $812.0M | 6.41% | 1,929,918 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $810.5M | 6.40% | 4,493,481 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $722.9M | 5.71% | 2,400,267 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $703.3M | 5.55% | 6,992,120 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $611.2M | 4.82% | 6,671,129 | Common | SOLE |
| 461202103 | INTU | INTUIT | $586.6M | 4.63% | 902,450 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $569.7M | 4.50% | 6,735,935 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $560.8M | 4.43% | 2,967,958 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $488.6M | 3.86% | 9,768,116 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $479.5M | 3.78% | 494,040 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $446.7M | 3.52% | 6,412,881 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $445.3M | 3.51% | 1,687,415 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $445.2M | 3.51% | 1,685,070 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $385.9M | 3.05% | 1,414,824 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $378.4M | 2.99% | 104,294 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $368.2M | 2.91% | 5,319,671 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $340.3M | 2.69% | 3,217,551 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $327.7M | 2.59% | 680,424 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $301.1M | 2.38% | 560,936 | Common | SOLE |
| 253393102 | DKS | DICKS SPORTING GOODS INC | $269.6M | 2.13% | 1,198,897 | Common | SOLE |
| 29414B104 | EPAM | EPAM SYS INC | $256.8M | 2.03% | 929,917 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $254.7M | 2.01% | 9,642,665 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $161.9M | 1.28% | 875,961 | Common | SOLE |
| 05368X102 | AVDX | AVIDXCHANGE HOLDINGS INC | $66.8M | 0.53% | 5,080,632 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.