LONE PINE CAPITAL LLC
CIK 1061165
13F filing for Q2 2026・No. 414
- Holdings
- US$16.36B
- Quarter change
- +US$3.81B
- Entries
- 34
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
34 stocks worth US$16.36B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NBISNEBIUS GROUP N.V.SHS CLASS A | — | 4,258,008 | US$1.18B | 7.19% |
| ASMLASML HLDG NVN Y REGISTRY SHS | — | 569,174 | US$1.13B | 6.92% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | — | 1,000,109 | US$965.11M | 5.90% |
| HDHOME DEPOT INCCOM | — | 2,603,189 | US$918.09M | 5.61% |
| AMATAPPLIED MATLS INCCOM | — | 1,207,737 | US$873.19M | 5.34% |
| MDLNMEDLINE INCCOM CL A | — | 20,968,367 | US$826.99M | 5.06% |
| LINLINDE PLCSHS | — | 1,558,081 | US$808.55M | 4.94% |
| TERTERADYNE INCCOM | — | 1,493,080 | US$722.41M | 4.42% |
| GLWCORNING INCCOM | — | 2,728,058 | US$696.83M | 4.26% |
| CVNACARVANA COCL A | — | 10,520,666 | US$692.47M | 4.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.