13F-HR filed by LONE PINE CAPITAL LLC
LONE PINE CAPITAL LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 32 holding rows worth $13,611,137,640.
- Accession
- 0000902664-26-001084
- Filer
- CIK 1061165
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 32 entries on the cover page, a total value of $13,611,137,640 stated on the cover page (in dollars after the unit check, H1), rows summing to $13,611,137,640 with VALUE read as dollars as filed, 13F file number 028-11152. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 3,052,400 | $927,593,836 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 5,211,885 | $840,833,407 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 1,779,328 | $750,912,003 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 2,074,948 | $741,109,177 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 15,923,360 | $730,722,990 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 605,017 | $647,283,488 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 5,001,085 | $637,538,316 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,730,216 | $598,827,758 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,234,125 | $596,847,533 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 2,529,879 | $572,966,996 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,414,520 | $557,319,506 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 2,294,891 | $556,189,783 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 780,530 | $525,936,725 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 29,630,237 | $496,010,167 | dollars as filed | |
| MEDLINE INC COM CL A | 58507V107 | Stock | 11,716,697 | $492,101,274 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 1,292,516 | $484,486,697 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 1,683,932 | $480,291,085 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 2,643,579 | $424,030,072 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 1,312,938 | $413,365,400 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 1,595,258 | $380,453,080 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 2,809,773 | $379,712,723 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 1,787,326 | $355,177,423 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 1,378,125 | $323,142,750 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 3,817,170 | $284,111,963 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 3,054,230 | $257,318,878 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 96,338 | $54,997,437 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 19,228 | $25,570,356 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 4,630 | $24,795,178 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 201,703 | $19,232,381 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 57,817 | $16,607,933 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 17,762 | $10,314,571 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 15,217 | $5,336,754 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000902664-26-001084 | this filing | 2026-02-17 | acceptance time not in the bulk data set |