Q3 2024 · 13F-HR
LONE PINE CAPITAL LLCholdings as filed
Filed 2024-11-14 · accession 0000902664-24-006633
$13.41B
Reported value
29
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $1.08B | 8.08% | 1,891,337 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.02B | 7.62% | 5,482,267 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $806.8M | 6.02% | 6,806,291 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $731.6M | 5.46% | 4,212,861 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $712.5M | 5.31% | 1,655,779 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $639.9M | 4.77% | 2,337,830 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $622.5M | 4.64% | 2,394,231 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $590.6M | 4.41% | 4,522,730 | Common | SOLE |
| 461202103 | INTU | INTUIT | $572.2M | 4.27% | 921,361 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $572.2M | 4.27% | 1,552,529 | Common | SOLE |
| 526057104 | LEN | LENNAR CORP | $548.9M | 4.09% | 2,927,654 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $544.0M | 4.06% | 4,480,656 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $514.9M | 3.84% | 7,670,523 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $507.2M | 3.78% | 2,180,137 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $480.5M | 3.58% | 821,880 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $460.4M | 3.43% | 2,548,199 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $459.4M | 3.43% | 551,313 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $394.9M | 2.95% | 4,050,850 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $392.1M | 2.93% | 1,604,385 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $321.9M | 2.40% | 76,414 | Common | SOLE |
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $319.8M | 2.39% | 2,051,816 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $309.4M | 2.31% | 2,369,866 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $306.9M | 2.29% | 3,061,707 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $294.8M | 2.20% | 1,156,011 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $152.6M | 1.14% | 856,215 | Common | SOLE |
| 44812J104 | HUT | HUT 8 CORP | $15.1M | 0.11% | 1,232,752 | Common | SOLE |
| 88080T104 | WULF | TERAWULF INC | $14.4M | 0.11% | 3,067,796 | Common | SOLE |
| G11448100 | BTDR | BITDEER TECHNOLOGIES GROUP | $10.2M | 0.08% | 1,297,965 | Common | SOLE |
| Q4982L109 | IREN | IRIS ENERGY LTD | $6.0M | 0.04% | 711,839 | 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.