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GREENWICH, CT · CIK 0001061165
Portfolio Value
$13.41B
Positions
29
New
9
Increased
6
Decreased
12
Sold Out
4
LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $13.41B across 29 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 54.8% of the portfolio.
Top 29 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | $1.08B | 8.08% | +35.6% |
| 2 | AMZNAMAZON COM INC | $1.02B | 7.62% | +23.2% |
| 3 | VSTVISTRA CORP | $806.82M | 6.02% | -0.5% |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $731.65M | 5.46% | -29.8% |
| 5 | MSFTMICROSOFT CORP | $712.48M | 5.31% | -18.0% |
| 6 | CRMSALESFORCE INC | $639.89M | 4.77% | New |
| 7 | CEGCONSTELLATION ENERGY CORP | $622.55M | 4.64% | +49.2% |
| 8 | KKRKKR & CO INC | $590.58M | 4.41% | -29.2% |
| 9 | INTUINTUIT | $572.17M | 4.27% | +2.1% |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | $572.15M | 4.27% | -8.0% |
| Stock | Value | Shares |
|---|---|---|
| CRMSALESFORCE INC | $639.89M | 2,337,830 |
| LENLENNAR CORP | $548.88M | 2,927,654 |
| SBUXSTARBUCKS CORP | $394.92M | 4,050,850 |
| WDAYWORKDAY INC | $392.13M | 1,604,385 |
| TLNTALEN ENERGY CORP | $152.61M | 856,215 |
| HUTHUT 8 CORP | $15.11M | 1,232,752 |
| WULFTERAWULF INC | $14.36M | 3,067,796 |
| BTDRBITDEER TECHNOLOGIES GROUP | $10.16M | 1,297,965 |
| IRENIRIS ENERGY LTD | $6.01M | 711,839 |
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