LONE PINE CAPITAL LLC: 13F holdings
CIK 10611652026Q2
| Positions | 34 |
|---|
| Reported value | $16.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 34 (-2 vs prior quarter) |
|---|
| Reported value | $16.4bn (+30.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NBIS NEBIUS GROUP N.V. | 4,258,008 | $1.2bn | 7.2% |
| ASML HLDG NV | 569,174 | $1.1bn | 6.9% |
| SEAGATE TECHNOLOGY HLDNGS PL | 1,000,109 | $965.1m | 5.9% |
| HD HOME DEPOT INC | 2,603,189 | $918.1m | 5.6% |
| AMAT APPLIED MATLS INC | 1,207,737 | $873.2m | 5.3% |
| MDLN MEDLINE INC | 20,968,367 | $827.0m | 5.1% |
| LINDE PLC | 1,558,081 | $808.6m | 4.9% |
| TER TERADYNE INC | 1,493,080 | $722.4m | 4.4% |
| GLW CORNING INC | 2,728,058 | $696.8m | 4.3% |
| CVNA CARVANA CO | 10,520,666 | $692.5m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1061165")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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