Loading...
Loading...
GREENWICH, CT · CIK 0001061165
New positions
13
Added to
8
Trimmed
13
Exited
15
LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $16.36B across 34 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 53.9% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NBISNEBIUS GROUP N.V. | $1.18B | 7.19% | New |
| 2 | ASMLASML HLDG NV | $1.13B | 6.92% | -13.1% |
| 3 | STXSEAGATE TECHNOLOGY HLDNGS PL | $965.11M | 5.90% | New |
| 4 | HDHOME DEPOT INC | $918.09M | 5.61% | New |
| 5 | AMATAPPLIED MATLS INC | $873.19M | 5.34% | New |
| 6 | MDLNMEDLINE INC | $826.99M | 5.06% | +77.9% |
| 7 | LINLINDE PLC | $808.55M | 4.94% | New |
| 8 | TERTERADYNE INC | $722.41M | 4.42% | -20.3% |
| 9 | GLWCORNING INC | $696.83M | 4.26% | -26.6% |
| 10 | CVNACARVANA CO | $692.47M | 4.23% | +499.6% |
| Stock | Value | Shares |
|---|---|---|
| NBISNEBIUS GROUP N.V. | $1.18B | 4,258,008 |
| STXSEAGATE TECHNOLOGY HLDNGS PL | $965.11M | 1,000,109 |
| HDHOME DEPOT INC | $918.09M | 2,603,189 |
| AMATAPPLIED MATLS INC | $873.19M | 1,207,737 |
| LINLINDE PLC | $808.55M | 1,558,081 |
| TTMITTM TECHNOLOGIES INC | $512.07M | 2,738,075 |
| STRLSTERLING INFRASTRUCTURE INC | $511.71M | 609,643 |
| ONONON HLDG AG | $470.38M | 13,280,030 |
| BTDRBITDEER TECHNOLOGIES GROUP | $111.41M | 7,020,026 |
| SHAZSHARONAI HOLDINGS INC | $102.43M | 1,209,848 |
Get alerts when LONE PINE CAPITAL LLC files new 13F holdings.