Lone Pine Capital as of Dec. 31, 2024
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.9 | $1.2B | 2.0M | 585.51 | |
| Amazon (AMZN) | 6.2 | $831M | 3.8M | 219.39 | |
| Philip Morris International (PM) | 5.8 | $779M | 6.5M | 120.35 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.5 | $743M | 3.8M | 197.49 | |
| Vistra Energy (VST) | 5.5 | $738M | 5.4M | 137.87 | |
| Intuit (INTU) | 5.4 | $727M | 1.2M | 628.50 | |
| Microsoft Corporation (MSFT) | 5.1 | $691M | 1.6M | 421.50 | |
| Lpl Financial Holdings (LPLA) | 4.7 | $628M | 1.9M | 326.51 | |
| Eli Lilly & Co. (LLY) | 4.5 | $604M | 783k | 772.00 | |
| Kkr & Co (KKR) | 4.4 | $599M | 4.0M | 147.91 | |
| Starbucks Corporation (SBUX) | 4.4 | $591M | 6.5M | 91.25 | |
| Capital One Financial (COF) | 4.3 | $577M | 3.2M | 178.32 | |
| salesforce (CRM) | 3.9 | $523M | 1.6M | 334.33 | |
| Flutter Entmt SHS (FLUT) | 3.7 | $494M | 1.9M | 258.45 | |
| Ptc (PTC) | 3.2 | $428M | 2.3M | 183.87 | |
| Spotify Technology S A SHS (SPOT) | 3.0 | $409M | 914k | 447.38 | |
| Workday Cl A (WDAY) | 3.0 | $398M | 1.5M | 258.03 | |
| Constellation Energy (CEG) | 2.9 | $389M | 1.7M | 223.71 | |
| Applovin Corp Com Cl A (APP) | 2.6 | $351M | 1.1M | 323.83 | |
| Howmet Aerospace (HWM) | 2.5 | $335M | 3.1M | 109.37 | |
| Block Cl A (XYZ) | 2.4 | $320M | 3.8M | 84.99 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.3 | $306M | 442k | 693.08 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 2.2 | $297M | 1.7M | 177.03 | |
| Lennar Corp Cl A (LEN) | 1.7 | $234M | 1.7M | 136.37 | |
| Talen Energy Corp (TLN) | 1.6 | $220M | 1.1M | 201.47 | |
| Bitdeer Technologies Group Cl A Ord Shs (BTDR) | 0.2 | $21M | 987k | 21.67 | |
| Hut 8 Corp (HUT) | 0.1 | $14M | 693k | 20.49 | |
| Cipher Mining (CIFR) | 0.1 | $11M | 2.3M | 4.64 | |
| Terawulf (WULF) | 0.1 | $8.4M | 1.5M | 5.66 | |
| Iren Ordinary Shares (IREN) | 0.1 | $7.0M | 712k | 9.82 |
