← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2023-12-31 · Filed 2024-02-14 · Accession 0000902664-24-001732
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | COM · 023135106 | LONG | 5,464,789 | $830.3 million |
| 2 | ASML HLDG NV | N Y REGISTRY SHS · N07059210 | LONG | 429,798 | $325.3 million |
| 3 | AVIDXCHANGE HOLDINGS INC | COM · 05368X102 | LONG | 5,080,632 | $62.9 million |
| 4 | BATH & BODY WORKS INC | COM · 070830104 | LONG | 10,448,872 | $451.0 million |
| 5 | BLACKSTONE INC | COM · 09260D107 | LONG | 2,219,023 | $290.5 million |
| 6 | BLOCK INC | CL A · 852234103 | LONG | 6,606,269 | $511.0 million |
| 7 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 152,501 | $541.0 million |
| 8 | DICKS SPORTING GOODS INC | COM · 253393102 | LONG | 2,922,910 | $429.5 million |
| 9 | EPAM SYS INC | COM · 29414B104 | LONG | 850,260 | $252.8 million |
| 10 | GENERAL ELECTRIC CO | COM NEW · 369604301 | LONG | 2,103,885 | $268.5 million |
| 11 | HDFC BANK LTD | SPONSORED ADS · 40415F101 | LONG | 4,643,541 | $311.6 million |
| 12 | ICICI BANK LIMITED | ADR · 45104G104 | LONG | 12,042,263 | $287.1 million |
| 13 | INTUIT | COM · 461202103 | LONG | 748,527 | $467.9 million |
| 14 | KKR & CO INC | COM · 48251W104 | LONG | 6,226,064 | $515.8 million |
| 15 | LIVE NATION ENTERTAINMENT IN | COM · 538034109 | LONG | 3,345,296 | $313.1 million |
| 16 | LPL FINL HLDGS INC | COM · 50212V100 | LONG | 1,840,114 | $418.8 million |
| 17 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 1,100,790 | $469.5 million |
| 18 | META PLATFORMS INC | CL A · 30303M102 | LONG | 2,873,728 | $1.02 billion |
| 19 | MICROSOFT CORP | COM · 594918104 | LONG | 1,811,809 | $681.3 million |
| 20 | PHILIP MORRIS INTL INC | COM · 718172109 | LONG | 3,005,791 | $282.8 million |
| 21 | PTC INC | COM · 69370C100 | LONG | 3,166,463 | $554.0 million |
| 22 | SALESFORCE COM INC | COM · 79466L302 | LONG | 2,499,630 | $657.8 million |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 6,947,924 | $722.6 million |
| 24 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 891,167 | $469.2 million |
| 25 | WORKDAY INC | CL A · 98138H101 | LONG | 1,547,870 | $427.3 million |