13F HOLDINGS REPORT
LONE PINE CAPITAL LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000902664-25-004988
Total Value
$13.74B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,322,260 | $971.0M | 7.07% |
| 2 | VISTRA CORP | VST | 4,699,241 | $920.7M | 6.70% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,052,400 | $852.5M | 6.20% |
| 4 | APPLOVIN CORP | APP | 1,109,138 | $797.0M | 5.80% |
| 5 | LPL FINL HLDGS INC | 50212V100 | 2,255,714 | $750.5M | 5.46% |
| 6 | PHILIP MORRIS INTL INC | 718172109 | 4,614,443 | $748.5M | 5.45% |
| 7 | BROOKFIELD CORP | 11271J107 | 10,181,348 | $698.2M | 5.08% |
| 8 | CARVANA CO | CVNA | 1,765,291 | $665.9M | 4.85% |
| 9 | MICROSOFT CORP | MSFT | 1,208,605 | $626.0M | 4.56% |
| 10 | AMAZON COM INC | AMZN | 2,811,928 | $617.4M | 4.49% |
| 11 | CAPITAL ONE FINL CORP | 14040H105 | 2,569,491 | $546.2M | 3.97% |
| 12 | KKR & CO INC | KKRT | 4,080,561 | $530.3M | 3.86% |
| 13 | BROADCOM INC | AVGO | 1,549,412 | $511.2M | 3.72% |
| 14 | TALEN ENERGY CORP | TLN | 1,192,516 | $507.3M | 3.69% |
| 15 | STARBUCKS CORP | SBUX | 5,561,954 | $470.5M | 3.42% |
| 16 | EQT CORP | EQT | 8,361,889 | $455.1M | 3.31% |
| 17 | FLUTTER ENTMT PLC | G3643J108 | 1,733,336 | $440.3M | 3.20% |
| 18 | VULCAN MATLS CO | 929160109 | 1,384,624 | $425.9M | 3.10% |
| 19 | NU HLDGS LTD | NU | 25,406,449 | $406.8M | 2.96% |
| 20 | WINGSTOP INC | WING | 1,491,245 | $375.3M | 2.73% |
| 21 | AMPHENOL CORP NEW | 032095101 | 3,023,231 | $374.1M | 2.72% |
| 22 | SEA LTD | SE | 1,869,501 | $334.1M | 2.43% |
| 23 | CIENA CORP | CIEN | 2,006,662 | $292.3M | 2.13% |
| 24 | ETSY INC | ETSY | 3,880,316 | $257.6M | 1.87% |
| 25 | BOOKING HOLDINGS INC | BKNG | 31,151 | $168.2M | 1.22% |