Lone Pine Capital Holdings

What Lone Pine Capital actually owns, from its latest public 13F filing.

By AKA Studio

What’s inside

• HD Home Depot (The): 5.6% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• AMAT Applied Materials: 5.3% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• MDLN MEDLINE INC-CL A: 5.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• TER Teradyne: 4.4% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• GLW Corning Inc.: 4.3% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• CVNA Carvana: 4.2% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• HUT HUT 8 CORP: 4.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• PFGC PERFORMANCE FOOD GROUP CO: 4.0% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• WULF TERAWULF INC: 3.6% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• CRS CARPENTER TECHNOLOGY: 3.6% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• MTZ MASTEC INC: 3.4% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• APP AppLovin: 3.3% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• TTMI TTM TECHNOLOGIES: 3.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• STRL STERLING INFRASTRUCTURE INC: 3.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• USFD US FOODS HOLDING CORP: 3.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• LPLA LPL FINANCIAL HOLDINGS INC: 2.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• AGX ARGAN INC: 1.8% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• SHAZ SHARONAI HOLDINGS INC: 0.6% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• GOOGL Alphabet: 0.5% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• KGS KODIAK GAS SERVICES INC: 0.4% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• V Visa: 0.3% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• IBKR Interactive Brokers: 0.3% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• TSM TSMC: 0.3% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• SE Sea: 0.3% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• MCK McKesson Corporation: 0.3% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• TDG TransDigm Group: 0.2% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• BN BROOKFIELD CORP: 0.2% of reported value in the Q2 2026 13F, filed 14 Aug 2026.

For learning only. Not investment advice.