Growth
Lone Pine Capital
Lone Pine Capital’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$16.36B
reported long US equity
Positions
34
US-listed holdings
New this quarter
13
15 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | NEBIUS GROUP N.V. | $1.18B | 7.2% | 4.3M | New |
| 2 | ASML HLDG NV | $1.13B | 6.9% | 569.2K | Reduced |
| 3 | SEAGATE TECHNOLOGY HLDNGS PL | $965.1M | 5.9% | 1.0M | New |
| 4 | HDHOME DEPOT INC | $918.1M | 5.6% | 2.6M | New |
| 5 | AMATAPPLIED MATLS INC | $873.2M | 5.3% | 1.2M | New |
| 6 | MDLNMEDLINE INC | $827.0M | 5.1% | 21.0M | Added |
| 7 | LINDE PLC | $808.6M | 4.9% | 1.6M | New |
| 8 | TERTERADYNE INC | $722.4M | 4.4% | 1.5M | Reduced |
| 9 | GLWCORNING INC | $696.8M | 4.3% | 2.7M | Reduced |
| 10 | CVNACARVANA CO | $692.5M | 4.2% | 10.5M | Added |
| 11 | HUTHUT 8 CORP | $666.5M | 4.1% | 5.8M | Reduced |
| 12 | PFGCPERFORMANCE FOOD GROUP CO | $654.3M | 4.0% | 5.9M | Added |
| 13 | NU HLDGS LTD | $630.9M | 3.9% | 47.2M | Added |
| 14 | WULFTERAWULF INC | $596.4M | 3.6% | 24.1M | Added |
| 15 | CRSCARPENTER TECHNOLOGY CORP | $593.9M | 3.6% | 962.8K | Reduced |
| 16 | MTZMASTEC INC | $559.7M | 3.4% | 1.3M | Reduced |
| 17 | APPAPPLOVIN CORP | $537.0M | 3.3% | 1.0M | Reduced |
| 18 | TTMITTM TECHNOLOGIES INC | $512.1M | 3.1% | 2.7M | New |
| 19 | STRLSTERLING INFRASTRUCTURE INC | $511.7M | 3.1% | 609.6K | New |
| 20 | USFDUS FOODS HLDG CORP | $502.5M | 3.1% | 4.9M | Added |
| 21 | ON HLDG AG | $470.4M | 2.9% | 13.3M | New |
| 22 | LPLALPL FINL HLDGS INC | $343.4M | 2.1% | 1.2M | Reduced |
| 23 | AGXARGAN INC | $294.4M | 1.8% | 368.7K | Reduced |
| 24 | BITDEER TECHNOLOGIES GROUP | $111.4M | 0.7% | 7.0M | New |
| 25 | SHARONAI HOLDINGS INC | $102.4M | 0.6% | 1.2M | New |
| 26 | ALPHABET INC | $77.0M | 0.5% | 215.6K | Added |
| 27 | KGSKODIAK GAS SVCS INC | $63.5M | 0.4% | 845.1K | New |
| 28 | VVISA INC | $56.9M | 0.3% | 166.0K | Added |
| 29 | IBKRINTERACTIVE BROKERS GROUP IN | $50.3M | 0.3% | 577.7K | New |
| 30 | TAIWAN SEMICONDUCTOR MANUFAC | $48.4M | 0.3% | 101.2K | Reduced |
| 31 | SESEA LTD | $47.4M | 0.3% | 494.6K | New |
| 32 | MCKMCKESSON CORP | $43.7M | 0.3% | 57.9K | Reduced |
| 33 | TDGTRANSDIGM GROUP INC | $38.0M | 0.2% | 28.5K | Reduced |
| 34 | BROOKFIELD CORP | $33.8M | 0.2% | 792.7K | Reduced |
Sold out (Q2 2026)
VST, TLN, CLH, THC, COF, ENTG, CIEN, VMC, SPOTIFY TECHNOLOGY S A, MA, APH, HLT, KKR, BKNG, BSX
Do they hold anything you hold?
Paste your tickers and see which of them Lone Pine Capital and the other tracked managers reported owning in their latest 13F filings. Free, and no account needed.
From Lone Pine Capital’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.