13F HOLDINGS REPORT
LONE PINE CAPITAL LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000902664-25-003627
Total Value
$14.05B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISTRA CORP | VST | 6,469,719 | $1.25B | 8.92% |
| 2 | META PLATFORMS INC | META | 1,665,017 | $1.23B | 8.75% |
| 3 | AMAZON COM INC | AMZN | 5,033,556 | $1.10B | 7.86% |
| 4 | MICROSOFT CORP | MSFT | 1,854,856 | $922.6M | 6.57% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,435,920 | $778.2M | 5.54% |
| 6 | LPL FINL HLDGS INC | 50212V100 | 1,872,248 | $702.0M | 5.00% |
| 7 | KKR & CO INC | KKRT | 5,221,769 | $694.7M | 4.94% |
| 8 | CAPITAL ONE FINL CORP | 14040H105 | 3,080,633 | $655.4M | 4.66% |
| 9 | INTUIT | INTU | 771,666 | $607.8M | 4.33% |
| 10 | CARVANA CO | CVNA | 1,765,291 | $594.8M | 4.23% |
| 11 | FLUTTER ENTMT PLC | G3643J108 | 1,862,764 | $532.3M | 3.79% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 1,693,347 | $528.3M | 3.76% |
| 13 | STARBUCKS CORP | SBUX | 5,561,954 | $509.6M | 3.63% |
| 14 | SALESFORCE INC | CRM | 1,863,179 | $508.1M | 3.62% |
| 15 | PHILIP MORRIS INTL INC | 718172109 | 2,757,694 | $502.3M | 3.57% |
| 16 | ASML HOLDING N V | ASMLF | 566,862 | $454.3M | 3.23% |
| 17 | APPLOVIN CORP | APP | 1,261,334 | $441.6M | 3.14% |
| 18 | EQT CORP | EQT | 7,518,227 | $438.5M | 3.12% |
| 19 | BROOKFIELD CORP | 11271J107 | 5,621,385 | $347.7M | 2.47% |
| 20 | BOOKING HOLDINGS INC | BKNG | 59,972 | $347.2M | 2.47% |
| 21 | WIX COM LTD | WIX | 2,161,331 | $342.5M | 2.44% |
| 22 | TALEN ENERGY CORP | TLN | 1,089,380 | $316.8M | 2.25% |
| 23 | CARVANA CO | CVNA | 383,500 | $129.2M | 0.92% |
| 24 | APPLOVIN CORP | APP | 315,600 | $110.5M | 0.79% |