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Lone Pine Capital LLC
0%held throughout
1–25 of 35, sorted by portfolio weight, high to low
| SHOPSHOPIFY INC - CLASS AInformation Technology | 7.7%+0.8% | Reduced4.7% | 1,632,550 | $1460.98 | $2.39B |
| LBEURL BRANDS INCUnclassified | 6.1%+0.2% | Unchanged | 26,265,094 | $72.06 | $1.89B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 5.6%-0.5% | Reduced11.9% | 4,985,709 | $347.71 | $1.73B |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 5.4% | Increased0.6% | 484,741 | $3440.16 | $1.67B |
| SNAPSNAP INC - ACommunication Services | 5.0%+0.5% | Reduced4.5% | 22,942,282 | $68.14 | $1.56B |
| MSFTMICROSOFT CORPInformation Technology | 4.6%-2.1% | Reduced32.6% | 5,275,472 | $270.90 | $1.43B |
| ADBEADOBE INCInformation Technology | 4.6% | Reduced7.8% | 2,416,952 | $585.64 | $1.42B |
| XYZBLOCK INCInformation Technology | 4.5%+1.9% | Increased81.7% | 5,715,271 | $243.80 | $1.39B |
| NOWSERVICENOW INCInformation Technology | 4.4%+1.7% | Increased67.0% | 2,468,798 | $549.55 | $1.36B |
| DASHDOORDASH INC - AConsumer Discretionary | 4.3%+1.1% | Increased11.0% | 7,460,157 | $178.33 | $1.33B |
| MTCHMATCH GROUP INCCommunication Services | 4.0%+0.9% | Increased24.8% | 7,746,500 | $161.25 | $1.25B |
| COUPEURCOUPA SOFTWARE INCUnclassified | 3.9%+0.1% | Increased12.5% | 4,669,637 | $262.11 | $1.22B |
| UNHUNITEDHEALTH GROUP INCHealth Care | 3.9%-0.4% | Reduced4.5% | 3,005,990 | $400.44 | $1.20B |
| GPNGLOBAL PAYMENTS INCFinancials | 3.3%+0.2% | Increased30.6% | 5,542,294 | $187.54 | $1.04B |
| FTCHQFARFETCH LTD-CLASS AUnclassified | 3.1%+0.4% | Increased37.9% | 18,866,886 | $50.36 | $950.1M |
| MRNANEWMODERNA INCHealth Care | 3.0%+3.0% | New | 3,990,897 | $234.98 | $937.8M |
| WDAYWORKDAY INC-CLASS AInformation Technology | 2.6%+0.7% | Increased59.2% | 3,427,366 | $238.74 | $818.2M |
| DXCMDEXCOM INCHealth Care | 2.6%-0.5% | Reduced21.3% | 1,868,287 | $427.00 | $797.8M |
| IBNICICI BANK LTD-SPON ADRFinancials | 2.4%-0.1% | Unchanged | 43,155,826 | $17.10 | $738.0M |
| RHNEWRHConsumer Discretionary | 2.2%+2.2% | New | 1,020,825 | $679.00 | $693.1M |
| TWTRUSDNEWTWITTER INCUnclassified | 2.2%+2.2% | New | 9,902,947 | $68.81 | $681.4M |
| MAMASTERCARD INC - AFinancials | 2.1%-0.5% | Reduced11.2% | 1,803,798 | $365.09 | $658.5M |
| CVNACARVANA COConsumer Discretionary | 2.1%-0.2% | Reduced11.0% | 2,142,309 | $301.82 | $646.6M |
| BEKENEWKE HOLDINGS INC-ADRReal Estate | 2.0%+2.0% | New | 13,069,217 | $47.68 | $623.1M |
| DDOGDATADOG INC - CLASS AInformation Technology | 2.0% | Reduced10.9% | 5,831,385 | $104.08 | $606.9M |