Lone Pine Capital
Hedge Fund
$16.4B 13F equity value
49 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lone Pine Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. | 4,258,008 | $1.2B | 7.2% |
| ASML | ASML HLDG NV | 569,174 | $1.1B | 6.9% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1,000,109 | $965M | 5.9% |
| HD | HOME DEPOT INC | 2,603,189 | $918M | 5.6% |
| AMAT | APPLIED MATLS INC | 1,207,737 | $873M | 5.3% |
| MDLN | MEDLINE INC | 20,968,367 | $827M | 5.1% |
| LIN | LINDE PLC | 1,558,081 | $809M | 4.9% |
| TER | TERADYNE INC | 1,493,080 | $722M | 4.4% |
| GLW | CORNING INC | 2,728,058 | $697M | 4.3% |
| CVNA | CARVANA CO | 10,520,666 | $692M | 4.2% |
Track Lone Pine Capital's 13F portfolio: $16.4B in reported holdings, 49 positions. Top holdings and quarterly changes on SentiSense.
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