Manager
LONE PINE CAPITAL LLC
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | KKR & CO INC | -4,821,777 | -4.55 pp |
| Exit | BROADCOM INC | -1,730,216 | -4.40 pp |
| Exit | MICROSOFT CORP | -1,234,125 | -4.38 pp |
| Exit | DOORDASH INC | -2,529,879 | -4.21 pp |
| Exit | AMAZON COM INC | -2,414,520 | -4.09 pp |
| New | TERADYNE INC | +1,872,876 | +4.43 pp |
| New | CORNING INC | +3,718,147 | +4.03 pp |
| New | MASTEC INC | +1,531,050 | +3.93 pp |
| Reduce | TAIWAN SEMICONDUCTOR MANUFAC | -1,662,870 | -3.07 pp |
| Reduce | VULCAN MATLS CO | -1,539,753 | -3.22 pp |
| Exit | PHILIP MORRIS INTL INC | -2,643,579 | -3.12 pp |
| Exit | WINGSTOP INC | -1,595,258 | -2.80 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000091957426003439 | Q1 2026 | 36 | 12,543,849,391 | 13F-HR | 5/15/2026 | LONE PINE CAPITAL LLC |
| 000090266426001084 | Q4 2025 | 32 | 13,611,137,640 | 13F-HR | 2/17/2026 | LONE PINE CAPITAL LLC |
| 000090266425004988 | Q3 2025 | 25 | 13,742,951,177 | 13F-HR | 11/14/2025 | LONE PINE CAPITAL LLC |
| 000090266425003627 | Q2 2025 | 24 | 14,051,394,007 | 13F-HR | 8/14/2025 | LONE PINE CAPITAL LLC |
| 000090266425002417 | Q1 2025 | 24 | 11,578,130,343 | 13F-HR | 5/15/2025 | LONE PINE CAPITAL LLC |
| 000090266425001072 | Q4 2024 | 30 | 13,465,920,499 | 13F-HR | 2/14/2025 | LONE PINE CAPITAL LLC |
| 000090266424006633 | Q3 2024 | 29 | 13,405,659,056 | 13F-HR | 11/14/2024 | LONE PINE CAPITAL LLC |