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LONE PINE CAPITAL LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
32
-6
New Purchases
0
Added To
0
Closed
32
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 8 $0 0%
Large Cap 23 $0 0%
Mid Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$424.2B
Median Market Cap
$79.2B
Avg P/E
38.4
Median P/E
31.5
Avg Dividend Yield
0.01%
Avg Beta
1.38
# Stocks
32
# ETFs / Funds
0

Top Holdings (32 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BN —% -$731M -15,923,360 -100.0% SOLD
2 HLT —% -$17M -57,817 -100.0% SOLD
3 SPOT —% -$10M -17,762 -100.0% SOLD
4 VST —% -$841M -5,211,885 -100.0% SOLD
5 PM —% -$424M -2,643,579 -100.0% SOLD
6 TDG —% -$26M -19,228 -100.0% SOLD
7 CLH —% -$323M -1,378,125 -100.0% SOLD
8 V —% -$5M -15,217 -100.0% SOLD
9 NU —% -$496M -29,630,237 -100.0% SOLD
10 MA —% -$55M -96,338 -100.0% SOLD
11 KKR —% -$638M -5,001,085 -100.0% SOLD
12 APH —% -$380M -2,809,773 -100.0% SOLD
13 VMC —% -$480M -1,683,932 -100.0% SOLD
14 BSX —% -$19M -201,703 -100.0% SOLD
15 COF —% -$556M -2,294,891 -100.0% SOLD
16 CRS —% -$413M -1,312,938 -100.0% SOLD
17 THC —% -$355M -1,787,326 -100.0% SOLD
18 ASML —% -$647M -605,017 -100.0% SOLD
19 TSM —% -$928M -3,052,400 -100.0% SOLD
20 AFRM —% -$284M -3,817,170 -100.0% SOLD
21 ENTG —% -$257M -3,054,230 -100.0% SOLD
22 APP —% -$526M -780,530 -100.0% SOLD
23 AMZN —% -$557M -2,414,520 -100.0% SOLD
24 BKNG —% -$25M -4,630 -100.0% SOLD
25 LPLA —% -$741M -2,074,948 -100.0% SOLD
26 MDLN —% -$492M -11,716,697 -100.0% SOLD
27 DASH —% -$573M -2,529,879 -100.0% SOLD
28 WING —% -$380M -1,595,258 -100.0% SOLD
29 TLN —% -$484M -1,292,516 -100.0% SOLD
30 AVGO —% -$599M -1,730,216 -100.0% SOLD
31 MSFT —% -$597M -1,234,125 -100.0% SOLD
32 CVNA —% -$751M -1,779,328 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
BN —%
HLT —%
SPOT —%
VST —%
PM —%
TDG —%
CLH —%
V —%
NU —%
MA —%
KKR —%
APH —%
VMC —%
BSX —%
COF —%
View SEC EDGAR Filings for LONE PINE CAPITAL LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms