LONE PINE CAPITAL LLC
CIK 1061165 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- META8.04%
- AMZN6.70%
- MA6.67%
- TSM6.53%
- MSFT5.52%
- WDAY5.34%
- CRM4.89%
- BKNG4.44%
- UNH4.33%
- PTC4.33%
Share classes counted separately56.79%
Portfolio value by quarter
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $834.31M | 8.04% | 2.78M shares | — | ↗▾ | |
| 02 | AMZNAMAZON.COM INC View history and evidence | $694.68M | 6.70% | 5.46M shares | — | ↗▾ | |
| 03 | MAMASTERCARD INC - ACL A View history and evidence | $691.39M | 6.67% | 1.75M shares | — | ↗▾ | |
| 04 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $677.83M | 6.53% | 7.80M shares | — | ↗▾ | |
| 05 | MSFTMICROSOFT CORP View history and evidence | $572.08M | 5.52% | 1.81M shares | — | ↗▾ | |
| 06 | WDAYWORKDAY INC-CLASS ACL A View history and evidence | $554.23M | 5.34% | 2.58M shares | — | ↗▾ | |
| 07 | CRMSALESFORCE INC View history and evidence | $506.87M | 4.89% | 2.50M shares | — | ↗▾ | |
| 08 | BKNGBOOKING HOLDINGS INC View history and evidence | $460.89M | 4.44% | 149.45K shares | — | ↗▾ | |
| 09 | UNHUNITEDHEALTH GROUP INC View history and evidence | $449.32M | 4.33% | 891.17K shares | — | ↗▾ | |
| 10 | PTCPTC INC View history and evidence | $448.62M | 4.33% | 3.17M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RH RH | Non-derivative | — | — | SEC filing ↗ | |
| V VISA INC-CLASS A SHARES | Non-derivative | — | — | SEC filing ↗ | |
| NVDA NVIDIA CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1061165 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 10372457703
}Take these holdings further.
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