← Institutions

Lone Pine Capital

CIK 0001061165 · SEC 13F-HR filings · 34 holdings · Q2 2026

Holdings detail for selected institution and quarter
Issuer Ticker Shares Value (USD) ↓Δ Shares Δ Value Type
NEBIUS GROUP N.V.NBIS4,258,008$1.2BNew$1.2BNEW POSITIONShares
ASML HLDG NVASML569,174$1.1B-86K$267MShares
SEAGATE TECHNOLOGY HLDNGS PLSTX1,000,109$965MNew$965MNEW POSITIONShares
HOME DEPOT INCHD2,603,189$918MNew$918MNEW POSITIONShares
APPLIED MATLS INCAMAT1,207,737$873MNew$873MNEW POSITIONShares
MEDLINE INCMDLN20,968,367$827M+9.2M$302MShares
LINDE PLCLIN1,558,081$809MNew$809MNEW POSITIONShares
TERADYNE INCTER1,493,080$722M-380K$167MShares
CORNING INCGLW2,728,058$697M-990K$191MShares
CARVANA COCVNA10,520,666$692M+8.8M$141MShares
HUT 8 CORPHUT5,773,045$666M-306K$381MShares
PERFORMANCE FOOD GROUP COPFGC5,852,740$654M+1.9M$314MShares
NU HLDGS LTDNU47,219,717$631M+9.2M$85MShares
TERAWULF INCWULF24,144,625$596M+4.2M$309MShares
CARPENTER TECHNOLOGY CORPCRS962,839$594M-855K$-123MShares
MASTEC INCMTZ1,345,157$560M-186K$67MShares
APPLOVIN CORPAPP1,042,268$537M-423K$-46MShares
TTM TECHNOLOGIES INCTTMI2,738,075$512MNew$512MNEW POSITIONShares
STERLING INFRASTRUCTURE INCSTRL609,643$512MNew$512MNEW POSITIONShares
US FOODS HLDG CORPUSFD4,914,492$503M+1.1M$152MShares
ON HLDG AGONON13,280,030$470MNew$470MNEW POSITIONShares
LPL FINL HLDGS INCLPLA1,219,099$343M-831K$-273MShares
ARGAN INCAGX368,673$294M-24K$80MShares
BITDEER TECHNOLOGIES GROUPBTDR7,020,026$111MNew$111MNEW POSITIONShares
SHARONAI HOLDINGS INCSHAZ1,209,848$102MNew$102MNEW POSITIONShares
ALPHABET INCGOOGL215,574$77M+28K$23MShares
KODIAK GAS SVCS INCKGS845,070$63MNew$63MNEW POSITIONShares
VISA INCV165,960$57M+73K$29MShares
INTERACTIVE BROKERS GROUP INIBKR577,666$50MNew$50MNEW POSITIONShares
TAIWAN SEMICONDUCTOR MANUFACTSM101,242$48M-1.3M$-421MShares
SEA LTDSE494,581$47MNew$47MNEW POSITIONShares
MCKESSON CORPMCK57,851$44M-334K$-296MShares
TRANSDIGM GROUP INCTDG28,532$38M-7K$-3MShares
BROOKFIELD CORPBN792,717$34M-10.4M$-420MShares