13F HOLDINGS REPORT
LONE PINE CAPITAL LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000902664-24-005150
Total Value
$12.33B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,002,198 | $1.04B | 8.46% |
| 2 | MICROSOFT CORP | MSFT | 2,020,205 | $902.9M | 7.32% |
| 3 | AMAZON COM INC | AMZN | 4,448,280 | $859.6M | 6.97% |
| 4 | META PLATFORMS INC | META | 1,394,437 | $703.1M | 5.70% |
| 5 | PHILIP MORRIS INTL INC | 718172109 | 6,671,129 | $676.0M | 5.48% |
| 6 | KKR & CO INC | KKRT | 6,385,506 | $672.0M | 5.45% |
| 7 | ASML HOLDING N V | ASMLF | 587,891 | $601.3M | 4.88% |
| 8 | INTUIT | INTU | 902,450 | $593.1M | 4.81% |
| 9 | VISTRA CORP | VST | 6,838,007 | $587.9M | 4.77% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 1,687,415 | $529.5M | 4.29% |
| 11 | BLOCK INC | BSQKZ | 7,670,523 | $494.7M | 4.01% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 944,317 | $480.9M | 3.90% |
| 13 | APPLOVIN CORP | APP | 5,702,438 | $474.6M | 3.85% |
| 14 | LPL FINL HLDGS INC | 50212V100 | 1,685,070 | $470.6M | 3.82% |
| 15 | PTC INC | PTC | 2,548,199 | $462.9M | 3.75% |
| 16 | MASTERCARD INCORPORATED | MA | 1,043,557 | $460.4M | 3.73% |
| 17 | BATH & BODY WORKS INC | BBWI | 11,315,515 | $441.9M | 3.58% |
| 18 | BOOKING HOLDINGS INC | BKNG | 105,177 | $416.7M | 3.38% |
| 19 | MCKESSON CORP | MCK | 560,936 | $327.6M | 2.66% |
| 20 | CONSTELLATION ENERGY CORP | CEG | 1,604,953 | $321.4M | 2.61% |
| 21 | HOWMET AEROSPACE INC | HWM | 3,665,321 | $284.5M | 2.31% |
| 22 | GE VERNOVA INC | GEV | 1,477,008 | $253.3M | 2.05% |
| 23 | ARES MANAGEMENT CORPORATION | ARES-PB | 1,574,763 | $209.9M | 1.70% |
| 24 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 5,078,341 | $61.2M | 0.50% |