LONE PINE CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 29.63M | $496.01M |
 | BN | 15.92M | $730.72M |
 | MDLN | 11.72M | $492.10M |
 | VST | 5.21M | $840.83M |
 | KKR | 5.00M | $637.54M |
 | AFRM | 3.82M | $284.11M |
 | ENTG | 3.05M | $257.32M |
 | TSM | 3.05M | $927.59M |
 | APH | 2.81M | $379.71M |
 | PM | 2.64M | $424.03M |
 | DASH | 2.53M | $572.97M |
 | AMZN | 2.41M | $557.32M |
 | COF | 2.29M | $556.19M |
 | LPLA | 2.07M | $741.11M |
 | THC | 1.79M | $355.18M |
 | CVNA | 1.78M | $750.91M |
 | AVGO | 1.73M | $598.83M |
 | VMC | 1.68M | $480.29M |
 | WING | 1.60M | $380.45M |
 | CLH | 1.38M | $323.14M |
Nu Holdings Ltd.
NU
Shares Held
29.63M
Value
$496.01M
Brookfield Corporation
BN
Shares Held
15.92M
Value
$730.72M
Medline Inc.
MDLN
Shares Held
11.72M
Value
$492.10M
Vistra Corp.
VST
Shares Held
5.21M
Value
$840.83M
KKR & Co. Inc.
KKR
Shares Held
5.00M
Value
$637.54M
Affirm Holdings, Inc.
AFRM
Shares Held
3.82M
Value
$284.11M
Entegris, Inc.
ENTG
Shares Held
3.05M
Value
$257.32M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
3.05M
Value
$927.59M
Amphenol Corporation
APH
Shares Held
2.81M
Value
$379.71M
Philip Morris International Inc.
PM
Shares Held
2.64M
Value
$424.03M
DoorDash, Inc.
DASH
Shares Held
2.53M
Value
$572.97M
Amazon.com, Inc.
AMZN
Shares Held
2.41M
Value
$557.32M
Capital One Financial Corporation
COF
Shares Held
2.29M
Value
$556.19M
LPL Financial Holdings Inc.
LPLA
Shares Held
2.07M
Value
$741.11M
Tenet Healthcare Corporation
THC
Shares Held
1.79M
Value
$355.18M
Carvana Co.
CVNA
Shares Held
1.78M
Value
$750.91M
Broadcom Inc.
AVGO
Shares Held
1.73M
Value
$598.83M
Vulcan Materials Company
VMC
Shares Held
1.68M
Value
$480.29M
Wingstop Inc.
WING
Shares Held
1.60M
Value
$380.45M
Clean Harbors, Inc.
CLH
Shares Held
1.38M
Value
$323.14M