{"cik":1061165,"registrant":"LONE PINE CAPITAL LLC","form":"13F-HR","license":"CC BY 4.0","note":"US-listed long positions with investment discretion, as of period end; omits shorts, non-US listings, bonds, cash and later trades. Named for the registrant and period.","period":"2026-06-30","filed":"2026-08-14","accession":"0000919574-26-005485","previousPeriod":"2026-03-31","valueUnitSuspect":false,"totalValueUSD":16357760275.0,"positions":34,"effectiveHoldings":22.6,"top10Pct":53.87,"holdings":[{"issuer":"NEBIUS GROUP N.V.","class":"SHS CLASS A","cusip":"N97284108","valueUSD":1175934069.0,"shares":4258008.0,"sharesType":"SH","putCall":null,"weightPct":7.189},{"issuer":"ASML HLDG NV","class":"N Y REGISTRY SHS","cusip":"N07059210","valueUSD":1132337523.0,"shares":569174.0,"sharesType":"SH","putCall":null,"weightPct":6.922},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","class":"ORD SHS","cusip":"G7997R103","valueUSD":965105185.0,"shares":1000109.0,"sharesType":"SH","putCall":null,"weightPct":5.9},{"issuer":"HOME DEPOT INC","class":"COM","cusip":"437076102","valueUSD":918092697.0,"shares":2603189.0,"sharesType":"SH","putCall":null,"weightPct":5.613},{"issuer":"APPLIED MATLS INC","class":"COM","cusip":"038222105","valueUSD":873193851.0,"shares":1207737.0,"sharesType":"SH","putCall":null,"weightPct":5.338},{"issuer":"MEDLINE INC","class":"COM CL A","cusip":"58507V107","valueUSD":826992394.0,"shares":20968367.0,"sharesType":"SH","putCall":null,"weightPct":5.056},{"issuer":"LINDE PLC","class":"SHS","cusip":"G54950103","valueUSD":808550554.0,"shares":1558081.0,"sharesType":"SH","putCall":null,"weightPct":4.943},{"issuer":"TERADYNE INC","class":"COM","cusip":"880770102","valueUSD":722411827.0,"shares":1493080.0,"sharesType":"SH","putCall":null,"weightPct":4.416},{"issuer":"CORNING INC","class":"COM","cusip":"219350105","valueUSD":696827855.0,"shares":2728058.0,"sharesType":"SH","putCall":null,"weightPct":4.26},{"issuer":"CARVANA CO","class":"CL A","cusip":"146869102","valueUSD":692470236.0,"shares":10520666.0,"sharesType":"SH","putCall":null,"weightPct":4.233},{"issuer":"HUT 8 CORP","class":"COM","cusip":"44812J104","valueUSD":666469180.0,"shares":5773045.0,"sharesType":"SH","putCall":null,"weightPct":4.074},{"issuer":"PERFORMANCE FOOD GROUP CO","class":"COM","cusip":"71377A103","valueUSD":654277805.0,"shares":5852740.0,"sharesType":"SH","putCall":null,"weightPct":4.0},{"issuer":"NU HLDGS LTD","class":"ORD SHS CL A","cusip":"G6683N103","valueUSD":630855419.0,"shares":47219717.0,"sharesType":"SH","putCall":null,"weightPct":3.857},{"issuer":"TERAWULF INC","class":"COM","cusip":"88080T104","valueUSD":596372238.0,"shares":24144625.0,"sharesType":"SH","putCall":null,"weightPct":3.646},{"issuer":"CARPENTER TECHNOLOGY CORP","class":"COM","cusip":"144285103","valueUSD":593917609.0,"shares":962839.0,"sharesType":"SH","putCall":null,"weightPct":3.631},{"issuer":"MASTEC INC","class":"COM","cusip":"576323109","valueUSD":559666021.0,"shares":1345157.0,"sharesType":"SH","putCall":null,"weightPct":3.421},{"issuer":"APPLOVIN CORP","class":"COM CL A","cusip":"03831W108","valueUSD":537007742.0,"shares":1042268.0,"sharesType":"SH","putCall":null,"weightPct":3.283},{"issuer":"TTM TECHNOLOGIES INC","class":"COM","cusip":"87305R109","valueUSD":512074787.0,"shares":2738075.0,"sharesType":"SH","putCall":null,"weightPct":3.13},{"issuer":"STERLING INFRASTRUCTURE INC","class":"COM","cusip":"859241101","valueUSD":511709948.0,"shares":609643.0,"sharesType":"SH","putCall":null,"weightPct":3.128},{"issuer":"US FOODS HLDG CORP","class":"COM","cusip":"912008109","valueUSD":502506807.0,"shares":4914492.0,"sharesType":"SH","putCall":null,"weightPct":3.072},{"issuer":"ON HLDG AG","class":"NAMEN AKT A","cusip":"H5919C104","valueUSD":470378663.0,"shares":13280030.0,"sharesType":"SH","putCall":null,"weightPct":2.876},{"issuer":"LPL FINL HLDGS INC","class":"COM","cusip":"50212V100","valueUSD":343395806.0,"shares":1219099.0,"sharesType":"SH","putCall":null,"weightPct":2.099},{"issuer":"ARGAN INC","class":"COM","cusip":"04010E109","valueUSD":294403824.0,"shares":368673.0,"sharesType":"SH","putCall":null,"weightPct":1.8},{"issuer":"BITDEER TECHNOLOGIES GROUP","class":"CL A ORD SHS","cusip":"G11448100","valueUSD":111407813.0,"shares":7020026.0,"sharesType":"SH","putCall":null,"weightPct":0.681},{"issuer":"SHARONAI HOLDINGS INC","class":"COM CL A","cusip":"778920306","valueUSD":102425731.0,"shares":1209848.0,"sharesType":"SH","putCall":null,"weightPct":0.626},{"issuer":"ALPHABET INC","class":"CAP STK CL A","cusip":"02079K305","valueUSD":77039680.0,"shares":215574.0,"sharesType":"SH","putCall":null,"weightPct":0.471},{"issuer":"KODIAK GAS SVCS INC","class":"COM","cusip":"50012A108","valueUSD":63490109.0,"shares":845070.0,"sharesType":"SH","putCall":null,"weightPct":0.388},{"issuer":"VISA INC","class":"COM CL A","cusip":"92826C839","valueUSD":56939216.0,"shares":165960.0,"sharesType":"SH","putCall":null,"weightPct":0.348},{"issuer":"INTERACTIVE BROKERS GROUP IN","class":"COM CL A","cusip":"45841N107","valueUSD":50280049.0,"shares":577666.0,"sharesType":"SH","putCall":null,"weightPct":0.307},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","class":"SPONSORED ADS","cusip":"874039100","valueUSD":48350142.0,"shares":101242.0,"sharesType":"SH","putCall":null,"weightPct":0.296},{"issuer":"SEA LTD","class":"SPONSORD ADS","cusip":"81141R100","valueUSD":47395697.0,"shares":494581.0,"sharesType":"SH","putCall":null,"weightPct":0.29},{"issuer":"MCKESSON CORP","class":"COM","cusip":"58155Q103","valueUSD":43712216.0,"shares":57851.0,"sharesType":"SH","putCall":null,"weightPct":0.267},{"issuer":"TRANSDIGM GROUP INC","class":"COM","cusip":"893641100","valueUSD":38005765.0,"shares":28532.0,"sharesType":"SH","putCall":null,"weightPct":0.232},{"issuer":"BROOKFIELD CORP","class":"CL A LTD VT SH","cusip":"11271J107","valueUSD":33761817.0,"shares":792717.0,"sharesType":"SH","putCall":null,"weightPct":0.206}],"changes":{"new":[{"issuer":"NEBIUS GROUP N.V.","class":"SHS CLASS A","cusip":"N97284108","valueUSD":1175934069.0,"shares":4258008.0,"sharesType":"SH","putCall":null,"weightPct":7.189},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","class":"ORD SHS","cusip":"G7997R103","valueUSD":965105185.0,"shares":1000109.0,"sharesType":"SH","putCall":null,"weightPct":5.9},{"issuer":"HOME DEPOT INC","class":"COM","cusip":"437076102","valueUSD":918092697.0,"shares":2603189.0,"sharesType":"SH","putCall":null,"weightPct":5.613},{"issuer":"APPLIED MATLS INC","class":"COM","cusip":"038222105","valueUSD":873193851.0,"shares":1207737.0,"sharesType":"SH","putCall":null,"weightPct":5.338},{"issuer":"LINDE PLC","class":"SHS","cusip":"G54950103","valueUSD":808550554.0,"shares":1558081.0,"sharesType":"SH","putCall":null,"weightPct":4.943},{"issuer":"TTM TECHNOLOGIES INC","class":"COM","cusip":"87305R109","valueUSD":512074787.0,"shares":2738075.0,"sharesType":"SH","putCall":null,"weightPct":3.13},{"issuer":"STERLING INFRASTRUCTURE INC","class":"COM","cusip":"859241101","valueUSD":511709948.0,"shares":609643.0,"sharesType":"SH","putCall":null,"weightPct":3.128},{"issuer":"ON HLDG AG","class":"NAMEN AKT A","cusip":"H5919C104","valueUSD":470378663.0,"shares":13280030.0,"sharesType":"SH","putCall":null,"weightPct":2.876},{"issuer":"BITDEER TECHNOLOGIES GROUP","class":"CL A ORD SHS","cusip":"G11448100","valueUSD":111407813.0,"shares":7020026.0,"sharesType":"SH","putCall":null,"weightPct":0.681},{"issuer":"SHARONAI HOLDINGS INC","class":"COM CL A","cusip":"778920306","valueUSD":102425731.0,"shares":1209848.0,"sharesType":"SH","putCall":null,"weightPct":0.626},{"issuer":"KODIAK GAS SVCS INC","class":"COM","cusip":"50012A108","valueUSD":63490109.0,"shares":845070.0,"sharesType":"SH","putCall":null,"weightPct":0.388},{"issuer":"INTERACTIVE BROKERS GROUP IN","class":"COM CL A","cusip":"45841N107","valueUSD":50280049.0,"shares":577666.0,"sharesType":"SH","putCall":null,"weightPct":0.307},{"issuer":"SEA LTD","class":"SPONSORD ADS","cusip":"81141R100","valueUSD":47395697.0,"shares":494581.0,"sharesType":"SH","putCall":null,"weightPct":0.29}],"closed":[{"issuer":"VISTRA CORP","class":"COM","cusip":"92840M102","valueUSD":930179653.0,"shares":6187585.0,"sharesType":"SH","putCall":null,"weightPct":7.415},{"issuer":"TALEN ENERGY CORP","class":"COM","cusip":"87422Q109","valueUSD":580343221.0,"shares":1817947.0,"sharesType":"SH","putCall":null,"weightPct":4.627},{"issuer":"CLEAN HARBORS INC","class":"COM","cusip":"184496107","valueUSD":503196814.0,"shares":1754950.0,"sharesType":"SH","putCall":null,"weightPct":4.012},{"issuer":"TENET HEALTHCARE CORP","class":"COM NEW","cusip":"88033G407","valueUSD":426242485.0,"shares":2258717.0,"sharesType":"SH","putCall":null,"weightPct":3.398},{"issuer":"CAPITAL ONE FINL CORP","class":"COM","cusip":"14040H105","valueUSD":413579026.0,"shares":2267056.0,"sharesType":"SH","putCall":null,"weightPct":3.297},{"issuer":"ENTEGRIS INC","class":"COM","cusip":"29362U104","valueUSD":365208931.0,"shares":3115054.0,"sharesType":"SH","putCall":null,"weightPct":2.911},{"issuer":"CIENA CORP","class":"COM NEW","cusip":"171779309","valueUSD":314280726.0,"shares":809522.0,"sharesType":"SH","putCall":null,"weightPct":2.505},{"issuer":"VULCAN MATLS CO","class":"COM","cusip":"929160109","valueUSD":39259942.0,"shares":144179.0,"sharesType":"SH","putCall":null,"weightPct":0.313},{"issuer":"SPOTIFY TECHNOLOGY S A","class":"SHS","cusip":"L8681T102","valueUSD":33383144.0,"shares":68844.0,"sharesType":"SH","putCall":null,"weightPct":0.266},{"issuer":"MASTERCARD INCORPORATED","class":"CL A","cusip":"57636Q104","valueUSD":28581052.0,"shares":57201.0,"sharesType":"SH","putCall":null,"weightPct":0.228},{"issuer":"AMPHENOL CORP","class":"CL A","cusip":"032095101","valueUSD":28186663.0,"shares":223084.0,"sharesType":"SH","putCall":null,"weightPct":0.225},{"issuer":"HILTON WORLDWIDE HLDGS INC","class":"COM","cusip":"43300A203","valueUSD":27138836.0,"shares":89249.0,"sharesType":"SH","putCall":null,"weightPct":0.216},{"issuer":"KKR & CO INC","class":"COM","cusip":"48251W104","valueUSD":16585990.0,"shares":179308.0,"sharesType":"SH","putCall":null,"weightPct":0.132},{"issuer":"BOOKING HOLDINGS INC","class":"COM","cusip":"09857L108","valueUSD":10125820.0,"shares":2405.0,"sharesType":"SH","putCall":null,"weightPct":0.081},{"issuer":"BOSTON SCIENTIFIC CORP","class":"COM","cusip":"101137107","valueUSD":6567101.0,"shares":104655.0,"sharesType":"SH","putCall":null,"weightPct":0.052}],"changed":[{"issuer":"ASML HLDG NV","class":"N Y REGISTRY SHS","cusip":"N07059210","valueUSD":1132337523.0,"shares":569174.0,"sharesType":"SH","putCall":null,"weightPct":6.922,"sharesChangePct":-13.1,"prevShares":655148.0},{"issuer":"MEDLINE INC","class":"COM CL A","cusip":"58507V107","valueUSD":826992394.0,"shares":20968367.0,"sharesType":"SH","putCall":null,"weightPct":5.056,"sharesChangePct":77.9,"prevShares":11789156.0},{"issuer":"TERADYNE INC","class":"COM","cusip":"880770102","valueUSD":722411827.0,"shares":1493080.0,"sharesType":"SH","putCall":null,"weightPct":4.416,"sharesChangePct":-20.3,"prevShares":1872876.0},{"issuer":"CORNING INC","class":"COM","cusip":"219350105","valueUSD":696827855.0,"shares":2728058.0,"sharesType":"SH","putCall":null,"weightPct":4.26,"sharesChangePct":-26.6,"prevShares":3718147.0},{"issuer":"CARVANA CO","class":"CL A","cusip":"146869102","valueUSD":692470236.0,"shares":10520666.0,"sharesType":"SH","putCall":null,"weightPct":4.233,"sharesChangePct":499.6,"prevShares":1754709.0},{"issuer":"HUT 8 CORP","class":"COM","cusip":"44812J104","valueUSD":666469180.0,"shares":5773045.0,"sharesType":"SH","putCall":null,"weightPct":4.074,"sharesChangePct":-5.0,"prevShares":6078951.0},{"issuer":"PERFORMANCE FOOD GROUP CO","class":"COM","cusip":"71377A103","valueUSD":654277805.0,"shares":5852740.0,"sharesType":"SH","putCall":null,"weightPct":4.0,"sharesChangePct":47.1,"prevShares":3978158.0},{"issuer":"NU HLDGS LTD","class":"ORD SHS CL A","cusip":"G6683N103","valueUSD":630855419.0,"shares":47219717.0,"sharesType":"SH","putCall":null,"weightPct":3.857,"sharesChangePct":24.2,"prevShares":38011225.0},{"issuer":"TERAWULF INC","class":"COM","cusip":"88080T104","valueUSD":596372238.0,"shares":24144625.0,"sharesType":"SH","putCall":null,"weightPct":3.646,"sharesChangePct":21.2,"prevShares":19921430.0},{"issuer":"CARPENTER TECHNOLOGY CORP","class":"COM","cusip":"144285103","valueUSD":593917609.0,"shares":962839.0,"sharesType":"SH","putCall":null,"weightPct":3.631,"sharesChangePct":-47.0,"prevShares":1817940.0},{"issuer":"MASTEC INC","class":"COM","cusip":"576323109","valueUSD":559666021.0,"shares":1345157.0,"sharesType":"SH","putCall":null,"weightPct":3.421,"sharesChangePct":-12.1,"prevShares":1531050.0},{"issuer":"APPLOVIN CORP","class":"COM CL A","cusip":"03831W108","valueUSD":537007742.0,"shares":1042268.0,"sharesType":"SH","putCall":null,"weightPct":3.283,"sharesChangePct":-28.9,"prevShares":1464923.0},{"issuer":"US FOODS HLDG CORP","class":"COM","cusip":"912008109","valueUSD":502506807.0,"shares":4914492.0,"sharesType":"SH","putCall":null,"weightPct":3.072,"sharesChangePct":29.5,"prevShares":3795998.0},{"issuer":"LPL FINL HLDGS INC","class":"COM","cusip":"50212V100","valueUSD":343395806.0,"shares":1219099.0,"sharesType":"SH","putCall":null,"weightPct":2.099,"sharesChangePct":-40.5,"prevShares":2049967.0},{"issuer":"ARGAN INC","class":"COM","cusip":"04010E109","valueUSD":294403824.0,"shares":368673.0,"sharesType":"SH","putCall":null,"weightPct":1.8,"sharesChangePct":-6.2,"prevShares":393134.0},{"issuer":"ALPHABET INC","class":"CAP STK CL A","cusip":"02079K305","valueUSD":77039680.0,"shares":215574.0,"sharesType":"SH","putCall":null,"weightPct":0.471,"sharesChangePct":14.9,"prevShares":187561.0},{"issuer":"VISA INC","class":"COM CL A","cusip":"92826C839","valueUSD":56939216.0,"shares":165960.0,"sharesType":"SH","putCall":null,"weightPct":0.348,"sharesChangePct":78.9,"prevShares":92775.0},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","class":"SPONSORED ADS","cusip":"874039100","valueUSD":48350142.0,"shares":101242.0,"sharesType":"SH","putCall":null,"weightPct":0.296,"sharesChangePct":-92.7,"prevShares":1389530.0},{"issuer":"MCKESSON CORP","class":"COM","cusip":"58155Q103","valueUSD":43712216.0,"shares":57851.0,"sharesType":"SH","putCall":null,"weightPct":0.267,"sharesChangePct":-85.3,"prevShares":392224.0},{"issuer":"TRANSDIGM GROUP INC","class":"COM","cusip":"893641100","valueUSD":38005765.0,"shares":28532.0,"sharesType":"SH","putCall":null,"weightPct":0.232,"sharesChangePct":-20.0,"prevShares":35677.0},{"issuer":"BROOKFIELD CORP","class":"CL A LTD VT SH","cusip":"11271J107","valueUSD":33761817.0,"shares":792717.0,"sharesType":"SH","putCall":null,"weightPct":0.206,"sharesChangePct":-92.9,"prevShares":11208969.0}]}}