13F FILER
Lone Pine Capital
Stephen Mandel (founder) — LONE PINE CAPITAL LLC
No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.
34
Positions
$16.4B
Reported Value
53.9%
In Top 10
—
Claims Indexed
Largest reported positions
LONE PINE CAPITAL LLC • CIK 0001061165 • 2026-06-30 • FILED 2026-08-14
| Issuer | Value | Weight | Shares QoQ |
|---|---|---|---|
| NEBIUS GROUP N.V. | $1.2B | 7.2% | New |
| ASML HLDG NV | $1.1B | 6.9% | -13% |
| SEAGATE TECHNOLOGY HLDNGS PL | $965.1M | 5.9% | New |
| HOME DEPOT INC | $918.1M | 5.6% | New |
| APPLIED MATLS INC | $873.2M | 5.3% | New |
| MEDLINE INC | $827.0M | 5.1% | +78% |
| LINDE PLC | $808.6M | 4.9% | New |
| TERADYNE INC | $722.4M | 4.4% | -20% |
| CORNING INC | $696.8M | 4.3% | -27% |
| CARVANA CO | $692.5M | 4.2% | +500% |
| HUT 8 CORP | $666.5M | 4.1% | -5% |
| PERFORMANCE FOOD GROUP CO | $654.3M | 4.0% | +47% |
| NU HLDGS LTD | $630.9M | 3.9% | +24% |
| TERAWULF INC | $596.4M | 3.6% | +21% |
| CARPENTER TECHNOLOGY CORP | $593.9M | 3.6% | -47% |
| MASTEC INC | $559.7M | 3.4% | -12% |
| APPLOVIN CORP | $537.0M | 3.3% | -29% |
| TTM TECHNOLOGIES INC | $512.1M | 3.1% | New |
| STERLING INFRASTRUCTURE INC | $511.7M | 3.1% | New |
| US FOODS HLDG CORP | $502.5M | 3.1% | +30% |
20 of 34 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, bonds, cash or private holdings — and is 45 days old on publication.