Q4 2024 · 13F-HR
LONE PINE CAPITAL LLCholdings as filed
Filed 2025-02-14 · accession 0000902664-25-001072
$13.47B
Reported value
30
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $1.19B | 8.86% | 2,036,930 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $831.3M | 6.17% | 3,789,034 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $778.5M | 5.78% | 6,468,372 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $742.7M | 5.52% | 3,760,444 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $738.0M | 5.48% | 5,352,965 | Common | SOLE |
| 461202103 | INTU | INTUIT | $727.0M | 5.40% | 1,156,762 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $691.1M | 5.13% | 1,639,697 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $627.8M | 4.66% | 1,922,748 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $604.4M | 4.49% | 782,860 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $598.8M | 4.45% | 4,048,143 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $590.8M | 4.39% | 6,475,057 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $577.0M | 4.28% | 3,235,823 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $523.3M | 3.89% | 1,565,193 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $494.3M | 3.67% | 1,912,519 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $427.7M | 3.18% | 2,326,231 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $408.7M | 3.04% | 913,564 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $398.3M | 2.96% | 1,543,464 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $388.7M | 2.89% | 1,737,526 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $351.4M | 2.61% | 1,085,113 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $334.9M | 2.49% | 3,061,707 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $320.1M | 2.38% | 3,765,793 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $306.2M | 2.27% | 441,766 | Common | SOLE |
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $296.9M | 2.20% | 1,677,043 | Common | SOLE |
| 526057104 | LEN | LENNAR CORP | $234.3M | 1.74% | 1,717,903 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $219.5M | 1.63% | 1,089,380 | Common | SOLE |
| G11448100 | BTDR | BITDEER TECHNOLOGIES GROUP | $21.4M | 0.16% | 986,717 | Common | SOLE |
| 44812J104 | HUT | HUT 8 CORP | $14.2M | 0.11% | 692,839 | Common | SOLE |
| 17253J106 | CIFR | CIPHER MINING INC | $10.9M | 0.08% | 2,344,380 | Common | SOLE |
| 88080T104 | WULF | TERAWULF INC | $8.4M | 0.06% | 1,480,928 | Common | SOLE |
| Q4982L109 | IREN | IREN LIMITED | $7.0M | 0.05% | 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.