← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2024-03-31 · Filed 2024-05-15 · Accession 0000902664-24-003638
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | COM · 023135106 | LONG | 4,493,481 | $810.5 million |
| 2 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 5,319,671 | $368.2 million |
| 3 | ASML HLDG NV | N Y REGISTRY SHS · N07059210 | LONG | 494,040 | $479.5 million |
| 4 | AVIDXCHANGE HOLDINGS INC | COM · 05368X102 | LONG | 5,080,632 | $66.8 million |
| 5 | BATH & BODY WORKS INC | COM · 070830104 | LONG | 9,768,116 | $488.6 million |
| 6 | BLOCK INC | CL A · 852234103 | LONG | 6,735,935 | $569.7 million |
| 7 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 104,294 | $378.4 million |
| 8 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 875,961 | $161.9 million |
| 9 | DICKS SPORTING GOODS INC | COM · 253393102 | LONG | 1,198,897 | $269.6 million |
| 10 | EPAM SYS INC | COM · 29414B104 | LONG | 929,917 | $256.8 million |
| 11 | ICICI BANK LIMITED | ADR · 45104G104 | LONG | 9,642,665 | $254.7 million |
| 12 | INTUIT | COM · 461202103 | LONG | 902,450 | $586.6 million |
| 13 | KKR & CO INC | COM · 48251W104 | LONG | 6,992,120 | $703.3 million |
| 14 | LIVE NATION ENTERTAINMENT IN | COM · 538034109 | LONG | 3,217,551 | $340.3 million |
| 15 | LPL FINL HLDGS INC | COM · 50212V100 | LONG | 1,685,070 | $445.2 million |
| 16 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 680,424 | $327.7 million |
| 17 | MCKESSON CORP | COM · 58155Q103 | LONG | 560,936 | $301.1 million |
| 18 | META PLATFORMS INC | CL A · 30303M102 | LONG | 2,137,817 | $1.04 billion |
| 19 | MICROSOFT CORP | COM · 594918104 | LONG | 1,929,918 | $812.0 million |
| 20 | PHILIP MORRIS INTL INC | COM · 718172109 | LONG | 6,671,129 | $611.2 million |
| 21 | PTC INC | COM · 69370C100 | LONG | 2,967,958 | $560.8 million |
| 22 | SALESFORCE COM INC | COM · 79466L302 | LONG | 2,400,267 | $722.9 million |
| 23 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 1,687,415 | $445.3 million |
| 24 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 6,172,524 | $839.8 million |
| 25 | VISTRA CORP | COM · 92840M102 | LONG | 6,412,881 | $446.7 million |
| 26 | WORKDAY INC | CL A · 98138H101 | LONG | 1,414,824 | $385.9 million |