13F HOLDINGS REPORT
LONE PINE CAPITAL LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000902664-25-002417
Total Value
$11.58B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,758,062 | $1.01B | 8.75% |
| 2 | INTUIT | INTU | 1,403,802 | $861.9M | 7.44% |
| 3 | AMAZON COM INC | AMZN | 4,352,740 | $828.2M | 7.15% |
| 4 | MICROSOFT CORP | MSFT | 1,960,328 | $735.9M | 6.36% |
| 5 | STARBUCKS CORP | SBUX | 6,607,888 | $648.2M | 5.60% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,865,381 | $641.7M | 5.54% |
| 7 | LPL FINL HLDGS INC | 50212V100 | 1,764,015 | $577.1M | 4.98% |
| 8 | CAPITAL ONE FINL CORP | 14040H105 | 3,176,143 | $569.5M | 4.92% |
| 9 | KKR & CO INC | KKRT | 4,763,771 | $550.7M | 4.76% |
| 10 | VISTRA CORP | VST | 4,604,788 | $540.8M | 4.67% |
| 11 | FLUTTER ENTMT PLC | G3643J108 | 2,219,896 | $491.8M | 4.25% |
| 12 | CARVANA CO | CVNA | 2,314,168 | $483.8M | 4.18% |
| 13 | PHILIP MORRIS INTL INC | 718172109 | 3,008,542 | $477.5M | 4.12% |
| 14 | SALESFORCE INC | CRM | 1,731,680 | $464.7M | 4.01% |
| 15 | ELI LILLY & CO | LLY | 551,827 | $455.8M | 3.94% |
| 16 | APPLOVIN CORP | APP | 1,593,928 | $422.3M | 3.65% |
| 17 | TOLL BROTHERS INC | TOL | 3,800,580 | $401.3M | 3.47% |
| 18 | ASML HOLDING N V | ASMLF | 582,427 | $385.9M | 3.33% |
| 19 | CADENCE DESIGN SYSTEM INC | CDNS | 1,218,389 | $309.9M | 2.68% |
| 20 | ARES MANAGEMENT CORPORATION | ARES-PB | 1,604,441 | $235.2M | 2.03% |
| 21 | TALEN ENERGY CORP | TLN | 1,089,380 | $217.5M | 1.88% |
| 22 | WINGSTOP INC | WING | 449,056 | $101.3M | 0.87% |
| 23 | APPLOVIN CORP | APP | 315,600 | $83.6M | 0.72% |
| 24 | CARVANA CO | CVNA | 383,500 | $80.2M | 0.69% |