← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2024-12-31 · Filed 2025-02-14 · Accession 0000902664-25-001072
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | COM · 023135106 | LONG | 3,789,034 | $831.3 million |
| 2 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 1,085,113 | $351.4 million |
| 3 | ARES MANAGEMENT CORPORATION | CL A COM STK · 03990B101 | LONG | 1,677,043 | $296.9 million |
| 4 | ASML HLDG NV | N Y REGISTRY SHS · N07059210 | LONG | 441,766 | $306.2 million |
| 5 | BITDEER TECHNOLOGIES GROUP | CL A ORD SHS · G11448100 | LONG | 986,717 | $21.4 million |
| 6 | SQUARE INC | CL A · 852234103 | LONG | 3,765,793 | $320.1 million |
| 7 | CAPITAL ONE FINL CORP | COM · 14040H105 | LONG | 3,235,823 | $577.0 million |
| 8 | CIPHER MINING INC | COM · 17253J106 | LONG | 2,344,380 | $10.9 million |
| 9 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 1,737,526 | $388.7 million |
| 10 | LILLY ELI & CO | COM · 532457108 | LONG | 782,860 | $604.4 million |
| 11 | FLUTTER ENTMT PLC | SHS · G3643J108 | LONG | 1,912,519 | $494.3 million |
| 12 | HOWMET AEROSPACE INC | COM · 443201108 | LONG | 3,061,707 | $334.9 million |
| 13 | HUT 8 CORP | COM · 44812J104 | LONG | 692,839 | $14.2 million |
| 14 | INTUIT | COM · 461202103 | LONG | 1,156,762 | $727.0 million |
| 15 | IREN LIMITED | ORDINARY SHARES · Q4982L109 | LONG | 711,839 | $7.0 million |
| 16 | KKR & CO INC | COM · 48251W104 | LONG | 4,048,143 | $598.8 million |
| 17 | LENNAR CORP | CL A · 526057104 | LONG | 1,717,903 | $234.3 million |
| 18 | LPL FINL HLDGS INC | COM · 50212V100 | LONG | 1,922,748 | $627.8 million |
| 19 | FACEBOOK INC | CL A · 30303M102 | LONG | 2,036,930 | $1.19 billion |
| 20 | MICROSOFT CORP | COM · 594918104 | LONG | 1,639,697 | $691.1 million |
| 21 | PHILIP MORRIS INTL INC | COM · 718172109 | LONG | 6,468,372 | $778.5 million |
| 22 | PTC INC | COM · 69370C100 | LONG | 2,326,231 | $427.7 million |
| 23 | SALESFORCE COM INC | COM · 79466L302 | LONG | 1,565,193 | $523.3 million |
| 24 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 913,564 | $408.7 million |
| 25 | STARBUCKS CORP | COM · 855244109 | LONG | 6,475,057 | $590.8 million |
| 26 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 3,760,444 | $742.7 million |
| 27 | TALEN ENERGY CORP | COM · 87422Q109 | LONG | 1,089,380 | $219.5 million |
| 28 | TERAWULF INC | COM · 88080T104 | LONG | 1,480,928 | $8.4 million |
| 29 | VISTRA CORP | COM · 92840M102 | LONG | 5,352,965 | $738.0 million |
| 30 | WORKDAY INC | CL A · 98138H101 | LONG | 1,543,464 | $398.3 million |