13F-HR filed by LONE PINE CAPITAL LLC
LONE PINE CAPITAL LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 34 holding rows worth $16,357,760,275.
- Accession
- 0000919574-26-005485
- Filer
- CIK 1061165
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 34 entries on the cover page, a total value of $16,357,760,275 stated on the cover page (in dollars after the unit check, H1), rows summing to $16,357,760,275 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 |
|---|---|---|---|---|---|---|
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 4,258,008 | $1,175,934,069 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 569,174 | $1,132,337,523 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 1,000,109 | $965,105,185 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,603,189 | $918,092,697 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,207,737 | $873,193,851 | dollars as filed | |
| MEDLINE INC COM CL A | 58507V107 | Stock | 20,968,367 | $826,992,394 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,558,081 | $808,550,554 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 1,493,080 | $722,411,827 | dollars as filed | |
| CORNING INC | 219350105 | COM | 2,728,058 | $696,827,855 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 10,520,666 | $692,470,236 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 5,773,045 | $666,469,180 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 5,852,740 | $654,277,805 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 47,219,717 | $630,855,419 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 24,144,625 | $596,372,238 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 962,839 | $593,917,609 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 1,345,157 | $559,666,021 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 1,042,268 | $537,007,742 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 2,738,075 | $512,074,787 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 609,643 | $511,709,948 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 4,914,492 | $502,506,807 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 13,280,030 | $470,378,663 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 1,219,099 | $343,395,806 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 368,673 | $294,403,824 | dollars as filed | |
| BITDEER TECHNOLOGIES GROUP CL A ORD SHS | G11448100 | Stock | 7,020,026 | $111,407,813 | dollars as filed | |
| SHARONAI HOLDINGS INC | 778920306 | COMMON STOCK | 1,209,848 | $102,425,731 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 215,574 | $77,039,680 | dollars as filed | |
| KODIAK GAS SVCS INC | 50012A108 | COM | 845,070 | $63,490,109 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 165,960 | $56,939,216 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 577,666 | $50,280,049 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 101,242 | $48,350,142 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 494,581 | $47,395,697 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 57,851 | $43,712,216 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 28,532 | $38,005,765 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 792,717 | $33,761,817 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-26-005485 | this filing | 2026-08-14 | acceptance time not in the bulk data set |