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Lone Pine Capital LLC
0%held throughout
1–25 of 32, sorted by portfolio weight, high to low
| SHOPSHOPIFY INC - CLASS AInformation Technology | 7.6%-0.5% | Increased2.9% | 1,722,548 | $1022.97 | $1.76B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 6.6%+0.5% | Increased11.1% | 5,849,522 | $261.90 | $1.53B |
| MSFTMICROSOFT CORPInformation Technology | 5.8%-0.6% | Increased3.3% | 6,440,494 | $210.33 | $1.35B |
| UNHUNITEDHEALTH GROUP INCHealth Care | 5.3%+0.8% | Increased30.5% | 3,946,431 | $311.77 | $1.23B |
| COUPEURCOUPA SOFTWARE INCUnclassified | 5.1%+2.1% | Increased103.8% | 4,329,269 | $274.24 | $1.19B |
| PYPLPAYPAL HOLDINGS INCFinancials | 5.1%-1.4% | Reduced18.7% | 6,000,915 | $197.03 | $1.18B |
| GPNGLOBAL PAYMENTS INCFinancials | 4.9%+0.8% | Increased33.5% | 6,395,026 | $177.58 | $1.14B |
| NFLXNETFLIX INCCommunication Services | 4.8%+1.1% | Increased40.2% | 2,251,223 | $500.03 | $1.13B |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 4.6%-1.8% | Reduced26.3% | 337,308 | $3148.73 | $1.06B |
| HUMHUMANA INCHealth Care | 3.9%-0.9% | Reduced10.3% | 2,173,844 | $413.89 | $899.7M |
| DOCUNEWDOCUSIGN INCInformation Technology | 3.8%+3.8% | New | 4,135,353 | $215.24 | $890.1M |
| XYZNEWBLOCK INCInformation Technology | 3.7%+3.7% | New | 5,368,133 | $162.55 | $872.6M |
| MTCHNEWMATCH GROUP INCCommunication Services | 3.7%+3.7% | New | 7,833,531 | $110.65 | $866.8M |
| NOWSERVICENOW INCInformation Technology | 3.7% | Reduced1.0% | 1,770,901 | $485.00 | $858.9M |
| LBEURL BRANDS INCUnclassified | 3.6%+1.6% | Unchanged | 26,265,094 | $31.81 | $835.5M |
| ADBEADOBE INCInformation Technology | 3.6%-0.4% | Reduced7.1% | 1,689,613 | $490.43 | $828.6M |
| COFCAPITAL ONE FINANCIAL CORPFinancials | 3.2%-0.1% | Unchanged | 10,278,292 | $71.86 | $738.6M |
| ADSKAUTODESK INCInformation Technology | 2.9%+0.4% | Increased40.0% | 2,927,671 | $231.01 | $676.3M |
| DDOGDATADOG INC - CLASS AInformation Technology | 2.9%-0.1% | Reduced4.2% | 6,548,876 | $102.16 | $669.0M |
| Ticker unavailableNEWATLASSIAN CORP PLCUnclassified | 2.6%+2.6% | New | 3,289,546 | $181.79 | $598.0M |
| MAMASTERCARD INC - AFinancials | 2.6%-0.7% | Reduced20.0% | 1,763,571 | $338.17 | $596.4M |
| Ticker unavailableNEWSTONECO LTDUnclassified | 1.9%+1.9% | New | 8,296,213 | $52.89 | $438.8M |
| TDGTRANSDIGM GROUP INCIndustrials | 1.5%-2.4% | Reduced56.9% | 754,410 | $475.12 | $358.4M |
| NUANEURNEWNUANCE COMMUNICATIONS INCUnclassified | 1.2%+1.2% | New | 8,480,618 | $33.19 | $281.5M |
| SNOWNEWSNOWFLAKE INCInformation Technology | 1.1%+1.1% | New | 1,002,060 | $251.00 | $251.5M |