Holders — by stockHoldings — by fund
LONE PINE CAPITAL LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001061165
$16.36B
disclosed book value
34
positions
7.2%
largest position share
Positions, as of 2026-06-30
top 34 of 34 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NBISNEBIUS GROUP N.V. | 4.3M | $1.18B | 7.2% |
| 2 | ASMLASML HLDG NV | 569,174 | $1.13B | 6.9% |
| 3 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1.0M | $965.1M | 5.9% |
| 4 | HDHOME DEPOT INC | 2.6M | $918.1M | 5.6% |
| 5 | AMATAPPLIED MATLS INC | 1.2M | $873.2M | 5.3% |
| 6 | MDLNMEDLINE INC | 21.0M | $827.0M | 5.1% |
| 7 | LINLINDE PLC | 1.6M | $808.6M | 4.9% |
| 8 | TERTERADYNE INC | 1.5M | $722.4M | 4.4% |
| 9 | GLWCORNING INC | 2.7M | $696.8M | 4.3% |
| 10 | CVNACARVANA CO | 10.5M | $692.5M | 4.2% |
| 11 | HUTHUT 8 CORP | 5.8M | $666.5M | 4.1% |
| 12 | PFGCPERFORMANCE FOOD GROUP CO | 5.9M | $654.3M | 4% |
| 13 | NUNU HLDGS LTD | 47.2M | $630.9M | 3.9% |
| 14 | WULFTERAWULF INC | 24.1M | $596.4M | 3.6% |
| 15 | CRSCARPENTER TECHNOLOGY CORP | 962,839 | $593.9M | 3.6% |
| 16 | MTZMASTEC INC | 1.3M | $559.7M | 3.4% |
| 17 | APPAPPLOVIN CORP | 1.0M | $537.0M | 3.3% |
| 18 | TTMITTM TECHNOLOGIES INC | 2.7M | $512.1M | 3.1% |
| 19 | STRLSTERLING INFRASTRUCTURE INC | 609,643 | $511.7M | 3.1% |
| 20 | USFDUS FOODS HLDG CORP | 4.9M | $502.5M | 3.1% |
| 21 | ONONON HLDG AG | 13.3M | $470.4M | 2.9% |
| 22 | LPLALPL FINL HLDGS INC | 1.2M | $343.4M | 2.1% |
| 23 | AGXARGAN INC | 368,673 | $294.4M | 1.8% |
| 24 | BTDRBITDEER TECHNOLOGIES GROUP | 7.0M | $111.4M | 0.7% |
| 25 | SHAZSHARONAI HOLDINGS INC | 1.2M | $102.4M | 0.6% |
| 26 | GOOGLALPHABET INC | 215,574 | $77.0M | 0.5% |
| 27 | KGSKODIAK GAS SVCS INC | 845,070 | $63.5M | 0.4% |
| 28 | VVISA INC | 165,960 | $56.9M | 0.3% |
| 29 | IBKRINTERACTIVE BROKERS GROUP IN | 577,666 | $50.3M | 0.3% |
| 30 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 101,242 | $48.4M | 0.3% |
| 31 | SESEA LTD | 494,581 | $47.4M | 0.3% |
| 32 | MCKMCKESSON CORP | 57,851 | $43.7M | 0.3% |
| 33 | TDGTRANSDIGM GROUP INC | 28,532 | $38.0M | 0.2% |
| 34 | BNBROOKFIELD CORP | 792,717 | $33.8M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.