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LONE PINE CAPITAL LLC

GREENWICH, CT · CIK 0001061165

Portfolio Value: $13.47B
Positions: 30
Period: 2024-12-31
Filed: 2025-02-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$13.47B

Positions

30

New

3

Increased

6

Decreased

19

Sold Out

272

LONE PINE CAPITAL LLC Q4 2024 13F Filing Summary

LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $13.47B across 30 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). Top holdings include META ($1.19B), AMZN ($831.28M), PM ($778.47M). The top 10 positions account for 55.9% of the portfolio. This quarter saw 3 new positions, 6 increases, 19 reductions, 272 complete exits. Notable new buys: LLY ($604.37M), FLUT ($494.29M), CIFRW ($10.88M). Notable exits: GEV, UNH, BKNG.

All Holdings

#StockValue↓WeightChange
1
METAMETA PLATFORMS INC
CL A
$1.19B
8.86%
+7.7%
2
AMZNAMAZON COM INC
COM
$831.28M
6.17%
-30.9%
3
PMPHILIP MORRIS INTL INC
COM
$778.47M
5.78%
+44.4%
4
TSMTAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
$742.65M
5.52%
-10.7%
5
VSTVISTRA CORP
COM
$738.01M
5.48%
-21.4%
6
INTUINTUIT
COM
$727.02M
5.40%
+25.5%
7
MSFTMICROSOFT CORP
COM
$691.13M
5.13%
-1.0%
8
LPLALPL FINL HLDGS INC
COM
$627.80M
4.66%
-11.8%
9
LLYELI LILLY & CO
COM
$604.37M
4.49%
New
10
KKRKKR & CO INC
COM
$598.76M
4.45%
-10.5%
11
SBUXSTARBUCKS CORP
COM
$590.85M
4.39%
+59.8%
12
COFCAPITAL ONE FINL CORP
COM
$577.01M
4.28%
+0.0%
13
CRMSALESFORCE INC
COM
$523.29M
3.89%
-33.0%
14
FLUTFLUTTER ENTMT PLC
SHS
$494.29M
3.67%
New
15
PTCPTC INC
COM
$427.72M
3.18%
-8.7%
16
SPOTSPOTIFY TECHNOLOGY S A
SHS
$408.71M
3.04%
-41.2%
17
WDAYWORKDAY INC
CL A
$398.26M
2.96%
-3.8%
18
CEGCONSTELLATION ENERGY CORP
COM
$388.70M
2.89%
-27.4%
19
APPAPPLOVIN CORP
COM CL A
$351.39M
2.61%
-54.2%
20
HWMHOWMET AEROSPACE INC
COM
$334.86M
2.49%
-
21
XYZBLOCK INC
CL A
$320.05M
2.38%
-50.9%
22
ASMLASML HOLDING N V
N Y REGISTRY SHS
$306.18M
2.27%
-19.9%
23
ARESARES MANAGEMENT CORPORATION
CL A COM STK
$296.89M
2.20%
-18.3%
24
LENLENNAR CORP
CL A
$234.27M
1.74%
-41.3%
25
TLNTALEN ENERGY CORP
COM
$219.48M
1.63%
+27.2%
26
BTDRBITDEER TECHNOLOGIES GROUP
CL A ORD SHS
$21.38M
0.16%
-24.0%
27
HUTHUT 8 CORP
COM
$14.20M
0.11%
-43.8%
28
CIFRWCIPHER MINING INC
COM
$10.88M
0.08%
New
29
WULFTERAWULF INC
COM
$8.38M
0.06%
-51.7%
30
IRENIREN LIMITED
ORDINARY SHARES
$6.99M
0.05%
-

Position Changes

StockValueShares
LLYELI LILLY & CO
$604.37M782,860
FLUTFLUTTER ENTMT PLC
$494.29M1,912,519
CIFRWCIPHER MINING INC
$10.88M2,344,380