13F HOLDINGS REPORT
LONE PINE CAPITAL LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000902664-24-006633
Total Value
$13.41B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,891,337 | $1.08B | 8.08% |
| 2 | AMAZON COM INC | AMZN | 5,482,267 | $1.02B | 7.62% |
| 3 | VISTRA CORP | VST | 6,806,291 | $806.8M | 6.02% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,212,861 | $731.6M | 5.46% |
| 5 | MICROSOFT CORP | MSFT | 1,655,779 | $712.5M | 5.31% |
| 6 | SALESFORCE INC | CRM | 2,337,830 | $639.9M | 4.77% |
| 7 | CONSTELLATION ENERGY CORP | CEG | 2,394,231 | $622.5M | 4.64% |
| 8 | KKR & CO INC | KKRT | 4,522,730 | $590.6M | 4.41% |
| 9 | INTUIT | INTU | 921,361 | $572.2M | 4.27% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 1,552,529 | $572.2M | 4.27% |
| 11 | LENNAR CORP | LEN-B | 2,927,654 | $548.9M | 4.09% |
| 12 | PHILIP MORRIS INTL INC | 718172109 | 4,480,656 | $544.0M | 4.06% |
| 13 | BLOCK INC | BSQKZ | 7,670,523 | $514.9M | 3.84% |
| 14 | LPL FINL HLDGS INC | 50212V100 | 2,180,137 | $507.2M | 3.78% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 821,880 | $480.5M | 3.58% |
| 16 | PTC INC | PTC | 2,548,199 | $460.4M | 3.43% |
| 17 | ASML HOLDING N V | ASMLF | 551,313 | $459.4M | 3.43% |
| 18 | STARBUCKS CORP | SBUX | 4,050,850 | $394.9M | 2.95% |
| 19 | WORKDAY INC | WDAY | 1,604,385 | $392.1M | 2.93% |
| 20 | BOOKING HOLDINGS INC | BKNG | 76,414 | $321.9M | 2.40% |
| 21 | ARES MANAGEMENT CORPORATION | ARES-PB | 2,051,816 | $319.8M | 2.39% |
| 22 | APPLOVIN CORP | APP | 2,369,866 | $309.4M | 2.31% |
| 23 | HOWMET AEROSPACE INC | HWM | 3,061,707 | $306.9M | 2.29% |
| 24 | GE VERNOVA INC | GEV | 1,156,011 | $294.8M | 2.20% |
| 25 | TALEN ENERGY CORP | TLN | 856,215 | $152.6M | 1.14% |
| 26 | HUT 8 CORP | HUT | 1,232,752 | $15.1M | 0.11% |
| 27 | TERAWULF INC | WULF | 3,067,796 | $14.4M | 0.11% |
| 28 | BITDEER TECHNOLOGIES GROUP | BTDR | 1,297,965 | $10.2M | 0.08% |
| 29 | IRIS ENERGY LTD | IREN | 711,839 | $6.0M | 0.04% |