LONE PINE CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 25.41M | $406.76M |
 | BN | 10.18M | $698.24M |
 | EQT | 8.36M | $455.14M |
 | SBUX | 5.56M | $470.54M |
 | VST | 4.70M | $920.68M |
 | PM | 4.61M | $748.46M |
 | KKR | 4.08M | $530.27M |
 | ETSY | 3.88M | $257.61M |
 | TSM | 3.05M | $852.50M |
 | APH | 3.02M | $374.12M |
 | AMZN | 2.81M | $617.42M |
 | COF | 2.57M | $546.22M |
 | LPLA | 2.26M | $750.45M |
 | CIEN | 2.01M | $292.31M |
 | SE | 1.87M | $334.14M |
 | CVNA | 1.77M | $665.94M |
 | FLUT | 1.73M | $440.27M |
 | AVGO | 1.55M | $511.17M |
 | WING | 1.49M | $375.32M |
 | VMC | 1.38M | $425.94M |
Nu Holdings Ltd.
NU
Shares Held
25.41M
Value
$406.76M
Brookfield Corporation
BN
Shares Held
10.18M
Value
$698.24M
EQT Corporation
EQT
Shares Held
8.36M
Value
$455.14M
Starbucks Corporation
SBUX
Shares Held
5.56M
Value
$470.54M
Vistra Corp.
VST
Shares Held
4.70M
Value
$920.68M
Philip Morris International Inc.
PM
Shares Held
4.61M
Value
$748.46M
KKR & Co. Inc.
KKR
Shares Held
4.08M
Value
$530.27M
Etsy, Inc.
ETSY
Shares Held
3.88M
Value
$257.61M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
3.05M
Value
$852.50M
Amphenol Corporation
APH
Shares Held
3.02M
Value
$374.12M
Amazon.com, Inc.
AMZN
Shares Held
2.81M
Value
$617.42M
Capital One Financial Corporation
COF
Shares Held
2.57M
Value
$546.22M
LPL Financial Holdings Inc.
LPLA
Shares Held
2.26M
Value
$750.45M
Ciena Corporation
CIEN
Shares Held
2.01M
Value
$292.31M
Sea Limited
SE
Shares Held
1.87M
Value
$334.14M
Carvana Co.
CVNA
Shares Held
1.77M
Value
$665.94M
Flutter Entertainment plc
FLUT
Shares Held
1.73M
Value
$440.27M
Broadcom Inc.
AVGO
Shares Held
1.55M
Value
$511.17M
Wingstop Inc.
WING
Shares Held
1.49M
Value
$375.32M
Vulcan Materials Company
VMC
Shares Held
1.38M
Value
$425.94M