Stock Taper

LONE PINE CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
TransDigm Group IncorporatedTDG28.53K$38.01M
McKesson CorporationMCK57.85K$43.71M
Taiwan Semiconductor Manufacturing Company LimitedTSM101.24K$48.35M
Visa Inc.V165.96K$56.94M
Alphabet Inc.GOOGL215.57K$77.04M
Argan, Inc.AGX368.67K$294.4M
Sea LimitedSE494.58K$47.4M
ASML Holding N.V.ASML569.17K$1.13B
Interactive Brokers Group, Inc.IBKR577.67K$50.28M
Sterling Infrastructure, Inc.STRL609.64K$511.71M
Brookfield CorporationBN792.72K$33.76M
Kodiak Gas Services, Inc.KGS845.07K$63.49M
Carpenter Technology CorporationCRS962.84K$593.92M
Seagate Technology Holdings plcSTX1M$965.11M
AppLovin CorporationAPP1.04M$537.01M
Applied Materials, Inc.AMAT1.21M$873.19M
LPL Financial Holdings Inc.LPLA1.22M$343.4M
MasTec, Inc.MTZ1.35M$559.67M
Teradyne, Inc.TER1.49M$722.41M
Linde plcLIN1.56M$808.55M