← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2024-09-30 · Filed 2024-11-14 · Accession 0000902664-24-006633
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | COM · 023135106 | LONG | 5,482,267 | $1.02 billion |
| 2 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 2,369,866 | $309.4 million |
| 3 | ARES MANAGEMENT CORPORATION | CL A COM STK · 03990B101 | LONG | 2,051,816 | $319.8 million |
| 4 | ASML HLDG NV | N Y REGISTRY SHS · N07059210 | LONG | 551,313 | $459.4 million |
| 5 | BITDEER TECHNOLOGIES GROUP | CL A ORD SHS · G11448100 | LONG | 1,297,965 | $10.2 million |
| 6 | BLOCK INC | CL A · 852234103 | LONG | 7,670,523 | $514.9 million |
| 7 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 76,414 | $321.9 million |
| 8 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 2,394,231 | $622.5 million |
| 9 | GE VERNOVA INC | COM · 36828A101 | LONG | 1,156,011 | $294.8 million |
| 10 | HOWMET AEROSPACE INC | COM · 443201108 | LONG | 3,061,707 | $306.9 million |
| 11 | HUT 8 CORP | COM · 44812J104 | LONG | 1,232,752 | $15.1 million |
| 12 | INTUIT | COM · 461202103 | LONG | 921,361 | $572.2 million |
| 13 | IREN LIMITED | ORDINARY SHARES · Q4982L109 | LONG | 711,839 | $6.0 million |
| 14 | KKR & CO INC | COM · 48251W104 | LONG | 4,522,730 | $590.6 million |
| 15 | LENNAR CORP | CL A · 526057104 | LONG | 2,927,654 | $548.9 million |
| 16 | LPL FINL HLDGS INC | COM · 50212V100 | LONG | 2,180,137 | $507.2 million |
| 17 | META PLATFORMS INC | CL A · 30303M102 | LONG | 1,891,337 | $1.08 billion |
| 18 | MICROSOFT CORP | COM · 594918104 | LONG | 1,655,779 | $712.5 million |
| 19 | PHILIP MORRIS INTL INC | COM · 718172109 | LONG | 4,480,656 | $544.0 million |
| 20 | PTC INC | COM · 69370C100 | LONG | 2,548,199 | $460.4 million |
| 21 | SALESFORCE COM INC | COM · 79466L302 | LONG | 2,337,830 | $639.9 million |
| 22 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 1,552,529 | $572.2 million |
| 23 | STARBUCKS CORP | COM · 855244109 | LONG | 4,050,850 | $394.9 million |
| 24 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 4,212,861 | $731.6 million |
| 25 | TALEN ENERGY CORP | COM · 87422Q109 | LONG | 856,215 | $152.6 million |
| 26 | TERAWULF INC | COM · 88080T104 | LONG | 3,067,796 | $14.4 million |
| 27 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 821,880 | $480.5 million |
| 28 | VISTRA CORP | COM · 92840M102 | LONG | 6,806,291 | $806.8 million |
| 29 | WORKDAY INC | CL A · 98138H101 | LONG | 1,604,385 | $392.1 million |