Q1 2025 · 13F-HR
LONE PINE CAPITAL LLCholdings as filed
Filed 2025-05-15 · accession 0000902664-25-002417
$11.58B
Reported value
24
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $1.01B | 8.75% | 1,758,062 | Common | SOLE |
| 461202103 | INTU | INTUIT | $861.9M | 7.44% | 1,403,802 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $828.2M | 7.15% | 4,352,740 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $735.9M | 6.36% | 1,960,328 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $648.2M | 5.60% | 6,607,888 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $641.7M | 5.54% | 3,865,381 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $577.1M | 4.98% | 1,764,015 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $569.5M | 4.92% | 3,176,143 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $550.7M | 4.76% | 4,763,771 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $540.8M | 4.67% | 4,604,788 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $491.8M | 4.25% | 2,219,896 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $483.8M | 4.18% | 2,314,168 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $477.5M | 4.12% | 3,008,542 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $464.7M | 4.01% | 1,731,680 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $455.8M | 3.94% | 551,827 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $422.3M | 3.65% | 1,593,928 | Common | SOLE |
| 889478103 | TOL | TOLL BROTHERS INC | $401.3M | 3.47% | 3,800,580 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $385.9M | 3.33% | 582,427 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $309.9M | 2.68% | 1,218,389 | Common | SOLE |
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $235.2M | 2.03% | 1,604,441 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $217.5M | 1.88% | 1,089,380 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $101.3M | 0.87% | 449,056 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $83.6M | 0.72% | 315,600 | CALL | SOLE |
| 146869102 | CVNA | CARVANA CO | $80.2M | 0.69% | 383,500 | CALL | 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.