Holdings
Lone Pine Capital LLC
As of Jun 30, 2026, Lone Pine Capital LLC reported 29 positions worth US$12.9B. Largest: Asml Holding Nv, Home Depot, Inc. (the) and Applied Materials, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Asml Holding Nv | 569K | US$1.13B | −85,974 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 2.6M | US$918M | new | Jun 30, 2026 |
| Applied Materials, Inc. | 1.21M | US$873M | new | Jun 30, 2026 |
| Medline Inc. | 21M | US$827M | +9.18M | Jun 30, 2026 |
| Teradyne, Inc. | 1.49M | US$722M | −380K | Jun 30, 2026 |
| Corning Incorporated | 2.73M | US$697M | −990K | Jun 30, 2026 |
| Carvana Co. | 10.5M | US$692M | +8.77M | Jun 30, 2026 |
| Hut 8 Corp. | 5.77M | US$666M | −306K | Jun 30, 2026 |
| Performance Food Group Company | 5.85M | US$654M | +1.87M | Jun 30, 2026 |
| Nu Holdings Ltd. | 47.2M | US$631M | +9.21M | Jun 30, 2026 |