Lone Pine Capital LLC Top Holdings and 13F Report (2024) → SHOCKING Crypto Leak… (From Crypto 101 Media) (Ad) About Lone Pine Capital LLCInvestment ActivityLone Pine Capital LLC has $12.67 billion in total holdings as of March 31, 2024.Lone Pine Capital LLC owns shares of 26 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 18.79% of the portfolio was purchased this quarter.About 23.66% of the portfolio was sold this quarter.This quarter, Lone Pine Capital LLC has purchased 25 new stocks and bought additional shares in 7 stocks.Lone Pine Capital LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Meta Platforms $1,038,081,179Taiwan Semiconductor Manufacturing $839,771,890Microsoft $811,955,101Amazon.com $810,534,103Salesforce $722,912,415 Largest New Holdings this Quarter Vistra $446,657,162 HoldingSpotify Technology $445,308,819 HoldingAPPLOVIN CORP $368,227,627 HoldingMcKesson $301,138,492 HoldingConstellation Energy $161,921,391 Holding Largest Purchases this Quarter Vistra 6,412,881 shares (about $446.66M)Spotify Technology 1,687,415 shares (about $445.31M)APPLOVIN CORP 5,319,671 shares (about $368.23M)Philip Morris International 3,665,338 shares (about $335.82M)McKesson 560,936 shares (about $301.14M) Largest Sales this Quarter DICK'S Sporting Goods 1,724,013 shares (about $387.66M)Meta Platforms 735,911 shares (about $357.34M)Mastercard 420,366 shares (about $202.44M)Amazon.com 971,308 shares (about $175.20M)Booking 48,207 shares (about $174.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLone Pine Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$1,038,081,179$357,343,663 ▼-25.6%2,137,8178.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$839,771,890$105,493,170 ▼-11.2%6,172,5246.6%Computer and TechnologyMSFTMicrosoft$811,955,101$49,690,818 ▲6.5%1,929,9186.4%Computer and TechnologyAMZNAmazon.com$810,534,103$175,204,537 ▼-17.8%4,493,4816.4%Retail/WholesaleCRMSalesforce$722,912,415$29,926,148 ▼-4.0%2,400,2675.7%Computer and TechnologyKKRKKR & Co. Inc.$703,267,430$77,049,913 ▲12.3%6,992,1205.6%FinancePMPhilip Morris International$611,208,839$335,818,268 ▲121.9%6,671,1294.8%Consumer StaplesINTUIntuit$586,592,500$100,049,950 ▲20.6%902,4504.6%Computer and TechnologySQBlock$569,725,382$10,967,150 ▲2.0%6,735,9354.5%Business ServicesPTCPTC$560,765,985$37,505,535 ▼-6.3%2,967,9584.4%Computer and TechnologyBBWIBath & Body Works$488,601,162$34,051,415 ▼-6.5%9,768,1163.9%Retail/WholesaleASMLASML$479,450,999$62,344,934 ▲14.9%494,0403.8%Computer and TechnologyVSTVistra$446,657,162$446,657,162 ▲New Holding6,412,8813.5%UtilitiesSPOTSpotify Technology$445,308,819$445,308,819 ▲New Holding1,687,4153.5%Business ServicesLPLALPL Financial$445,195,494$40,962,625 ▼-8.4%1,685,0703.5%FinanceWDAYWorkday$385,893,246$36,288,297 ▼-8.6%1,414,8243.0%Computer and TechnologyBKNGBooking$378,366,117$174,889,211 ▼-31.6%104,2943.0%Retail/WholesaleAPPLOVIN CORP$368,227,627$368,227,627 ▲New Holding5,319,6712.9%COM CL ALYVLive Nation Entertainment$340,320,369$13,511,589 ▼-3.8%3,217,5512.7%Consumer DiscretionaryMAMastercard$327,671,786$202,435,655 ▼-38.2%680,4242.6%Business ServicesMCKMcKesson$301,138,492$301,138,492 ▲New Holding560,9362.4%MedicalDKSDICK'S Sporting Goods$269,583,979$387,661,563 ▼-59.0%1,198,8972.1%Retail/WholesaleEPAMEPAM Systems$256,805,879$21,998,077 ▲9.4%929,9172.0%Computer and TechnologyIBNICICI Bank$254,662,783$63,373,383 ▼-19.9%9,642,6652.0%FinanceCEGConstellation Energy$161,921,391$161,921,391 ▲New Holding875,9611.3%Oils/EnergyAVDXAvidXchange$66,810,3110.0%5,080,6320.5%Computer and TechnologyUNHUnitedHealth Group$0$469,172,690 ▼-100.0%00.0%MedicalHDBHDFC Bank$0$311,628,037 ▼-100.0%00.0%FinanceBXBlackstone$0$290,514,491 ▼-100.0%00.0%FinanceGEGeneral Electric$0$268,518,843 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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