13F HOLDINGS REPORT
LONE PINE CAPITAL LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000902664-25-001072
Total Value
$13.47B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 2,036,930 | $1.19B | 8.86% |
| 2 | AMAZON COM INC | AMZN | 3,789,034 | $831.3M | 6.17% |
| 3 | PHILIP MORRIS INTL INC | 718172109 | 6,468,372 | $778.5M | 5.78% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,760,444 | $742.7M | 5.52% |
| 5 | VISTRA CORP | VST | 5,352,965 | $738.0M | 5.48% |
| 6 | INTUIT | INTU | 1,156,762 | $727.0M | 5.40% |
| 7 | MICROSOFT CORP | MSFT | 1,639,697 | $691.1M | 5.13% |
| 8 | LPL FINL HLDGS INC | 50212V100 | 1,922,748 | $627.8M | 4.66% |
| 9 | ELI LILLY & CO | LLY | 782,860 | $604.4M | 4.49% |
| 10 | KKR & CO INC | KKRT | 4,048,143 | $598.8M | 4.45% |
| 11 | STARBUCKS CORP | SBUX | 6,475,057 | $590.8M | 4.39% |
| 12 | CAPITAL ONE FINL CORP | 14040H105 | 3,235,823 | $577.0M | 4.28% |
| 13 | SALESFORCE INC | CRM | 1,565,193 | $523.3M | 3.89% |
| 14 | FLUTTER ENTMT PLC | G3643J108 | 1,912,519 | $494.3M | 3.67% |
| 15 | PTC INC | PTC | 2,326,231 | $427.7M | 3.18% |
| 16 | SPOTIFY TECHNOLOGY S A | SPOT | 913,564 | $408.7M | 3.04% |
| 17 | WORKDAY INC | WDAY | 1,543,464 | $398.3M | 2.96% |
| 18 | CONSTELLATION ENERGY CORP | CEG | 1,737,526 | $388.7M | 2.89% |
| 19 | APPLOVIN CORP | APP | 1,085,113 | $351.4M | 2.61% |
| 20 | HOWMET AEROSPACE INC | HWM | 3,061,707 | $334.9M | 2.49% |
| 21 | BLOCK INC | BSQKZ | 3,765,793 | $320.1M | 2.38% |
| 22 | ASML HOLDING N V | ASMLF | 441,766 | $306.2M | 2.27% |
| 23 | ARES MANAGEMENT CORPORATION | ARES-PB | 1,677,043 | $296.9M | 2.20% |
| 24 | LENNAR CORP | LEN-B | 1,717,903 | $234.3M | 1.74% |
| 25 | TALEN ENERGY CORP | TLN | 1,089,380 | $219.5M | 1.63% |
| 26 | BITDEER TECHNOLOGIES GROUP | BTDR | 986,717 | $21.4M | 0.16% |
| 27 | HUT 8 CORP | HUT | 692,839 | $14.2M | 0.11% |
| 28 | CIPHER MINING INC | 17253J106 | 2,344,380 | $10.9M | 0.08% |
| 29 | TERAWULF INC | WULF | 1,480,928 | $8.4M | 0.06% |
| 30 | IREN LIMITED | IREN | 711,839 | $7.0M | 0.05% |