13F HOLDINGS REPORT
LONE PINE CAPITAL LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000902664-24-003638
Total Value
$12.67B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 2,137,817 | $1.04B | 8.19% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,172,524 | $839.8M | 6.63% |
| 3 | MICROSOFT CORP | MSFT | 1,929,918 | $812.0M | 6.41% |
| 4 | AMAZON COM INC | AMZN | 4,493,481 | $810.5M | 6.40% |
| 5 | SALESFORCE INC | CRM | 2,400,267 | $722.9M | 5.71% |
| 6 | KKR & CO INC | KKRT | 6,992,120 | $703.3M | 5.55% |
| 7 | PHILIP MORRIS INTL INC | 718172109 | 6,671,129 | $611.2M | 4.82% |
| 8 | INTUIT | INTU | 902,450 | $586.6M | 4.63% |
| 9 | BLOCK INC | BSQKZ | 6,735,935 | $569.7M | 4.50% |
| 10 | PTC INC | PTC | 2,967,958 | $560.8M | 4.43% |
| 11 | BATH & BODY WORKS INC | BBWI | 9,768,116 | $488.6M | 3.86% |
| 12 | ASML HOLDING N V | ASMLF | 494,040 | $479.5M | 3.78% |
| 13 | VISTRA CORP | VST | 6,412,881 | $446.7M | 3.52% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 1,687,415 | $445.3M | 3.51% |
| 15 | LPL FINL HLDGS INC | 50212V100 | 1,685,070 | $445.2M | 3.51% |
| 16 | WORKDAY INC | WDAY | 1,414,824 | $385.9M | 3.05% |
| 17 | BOOKING HOLDINGS INC | BKNG | 104,294 | $378.4M | 2.99% |
| 18 | APPLOVIN CORP | APP | 5,319,671 | $368.2M | 2.91% |
| 19 | LIVE NATION ENTERTAINMENT IN | LYV | 3,217,551 | $340.3M | 2.69% |
| 20 | MASTERCARD INCORPORATED | MA | 680,424 | $327.7M | 2.59% |
| 21 | MCKESSON CORP | MCK | 560,936 | $301.1M | 2.38% |
| 22 | DICKS SPORTING GOODS INC | 253393102 | 1,198,897 | $269.6M | 2.13% |
| 23 | EPAM SYS INC | EPAM | 929,917 | $256.8M | 2.03% |
| 24 | ICICI BANK LIMITED | IBN | 9,642,665 | $254.7M | 2.01% |
| 25 | CONSTELLATION ENERGY CORP | CEG | 875,961 | $161.9M | 1.28% |
| 26 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 5,080,632 | $66.8M | 0.53% |