13F HOLDINGS REPORT
LONE PINE CAPITAL LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000902664-23-005548
Total Value
$10.37B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 2,779,103 | $834.3M | 8.04% |
| 2 | AMAZON COM INC | AMZN | 5,464,789 | $694.7M | 6.70% |
| 3 | MASTERCARD INCORPORATED | MA | 1,746,342 | $691.4M | 6.67% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 7,800,152 | $677.8M | 6.53% |
| 5 | MICROSOFT CORP | MSFT | 1,811,809 | $572.1M | 5.52% |
| 6 | WORKDAY INC | WDAY | 2,579,619 | $554.2M | 5.34% |
| 7 | SALESFORCE INC | CRM | 2,499,630 | $506.9M | 4.89% |
| 8 | BOOKING HOLDINGS INC | BKNG | 149,449 | $460.9M | 4.44% |
| 9 | UNITEDHEALTH GROUP INC | UNH | 891,167 | $449.3M | 4.33% |
| 10 | PTC INC | PTC | 3,166,463 | $448.6M | 4.33% |
| 11 | LPL FINL HLDGS INC | 50212V100 | 1,840,114 | $437.3M | 4.22% |
| 12 | ALPHABET INC | GOOG | 3,113,001 | $407.4M | 3.93% |
| 13 | KKR & CO INC | KKRT | 6,564,382 | $404.4M | 3.90% |
| 14 | TRANSDIGM GROUP INC | TDG | 436,740 | $368.2M | 3.55% |
| 15 | DICKS SPORTING GOODS INC | 253393102 | 2,922,460 | $317.3M | 3.06% |
| 16 | LIVE NATION ENTERTAINMENT IN | LYV | 3,713,477 | $308.4M | 2.97% |
| 17 | BATH & BODY WORKS INC | BBWI | 8,706,401 | $294.3M | 2.84% |
| 18 | ICICI BANK LIMITED | IBN | 12,042,263 | $278.4M | 2.68% |
| 19 | BILL HOLDINGS INC | BILL | 2,546,689 | $276.5M | 2.67% |
| 20 | HDFC BANK LTD | HDB | 4,643,541 | $274.0M | 2.64% |
| 21 | EPAM SYS INC | EPAM | 1,054,229 | $269.6M | 2.60% |
| 22 | ASML HOLDING N V | ASMLF | 380,480 | $224.0M | 2.16% |
| 23 | TEMPUR SEALY INTL INC | SGI | 4,771,772 | $206.8M | 1.99% |
| 24 | FLOOR & DECOR HLDGS INC | FND | 2,160,808 | $195.6M | 1.89% |
| 25 | BLOCK INC | BSQKZ | 3,886,146 | $172.0M | 1.66% |
| 26 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 5,080,632 | $48.2M | 0.46% |