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SEC filer: LONE PINE CAPITAL LLC · quarter ending 2026-06-30 · filed 2026-08-14 · $16.36B across 34 reported positions
| NBIS | NEW POSITION | 0 → 4,258,008 sh | $1.18B |
| SEAGATE TECHNOLOGY HLDNGS PL | NEW POSITION | 0 → 1,000,109 sh | $965.1M |
| VST | EXITED | 6,187,585 → 0 sh | $930.2M |
| HD | NEW POSITION | 0 → 2,603,189 sh | $918.1M |
| APPLIED MATLS INC | NEW POSITION | 0 → 1,207,737 sh | $873.2M |
| LIN | NEW POSITION | 0 → 1,558,081 sh | $808.6M |
| TLN | EXITED | 1,817,947 → 0 sh | $580.3M |
| TTMI | NEW POSITION | 0 → 2,738,075 sh | $512.1M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | NBISNEBIUS GROUP N.V. | 7.2% | $1.18B | 4,258,008 | SHARES |
| 2 | ASML HLDG NVno ticker match — as filed | 6.9% | $1.13B | 569,174 | SHARES |
| 3 | SEAGATE TECHNOLOGY HLDNGS PLno ticker match — as filed | 5.9% | $965.1M | 1,000,109 | SHARES |
| 4 | HDHOME DEPOT INC | 5.6% | $918.1M | 2,603,189 | SHARES |
| 5 | APPLIED MATLS INCno ticker match — as filed | 5.3% | $873.2M | 1,207,737 | SHARES |
| 6 | MDLNMEDLINE INC | 5.1% | $827.0M | 20,968,367 | SHARES |
| 7 | LINLINDE PLC | 4.9% | $808.6M |
| 1,558,081 |
| SHARES |
| 8 | TERTERADYNE INC | 4.4% | $722.4M | 1,493,080 | SHARES |
| 9 | CORNING INCno ticker match — as filed | 4.3% | $696.8M | 2,728,058 | SHARES |
| 10 | CVNACARVANA CO | 4.2% | $692.5M | 10,520,666 | SHARES |
| 11 | HUTHUT 8 CORP | 4.1% | $666.5M | 5,773,045 | SHARES |
| 12 | PFGCPERFORMANCE FOOD GROUP CO | 4.0% | $654.3M | 5,852,740 | SHARES |
| 13 | NU HLDGS LTDno ticker match — as filed | 3.9% | $630.9M | 47,219,717 | SHARES |
| 14 | WULFTERAWULF INC | 3.6% | $596.4M | 24,144,625 | SHARES |
| 15 | CRSCARPENTER TECHNOLOGY CORP | 3.6% | $593.9M | 962,839 | SHARES |
| 16 | MTZMASTEC INC | 3.4% | $559.7M | 1,345,157 | SHARES |
| 17 | APPAPPLOVIN CORP | 3.3% | $537.0M | 1,042,268 | SHARES |
| 18 | TTMITTM TECHNOLOGIES INC | 3.1% | $512.1M | 2,738,075 | SHARES |
| 19 | STRLSTERLING INFRASTRUCTURE INC | 3.1% | $511.7M | 609,643 | SHARES |
| 20 | US FOODS HLDG CORPno ticker match — as filed | 3.1% | $502.5M | 4,914,492 | SHARES |
| 21 | ON HLDG AGno ticker match — as filed | 2.9% | $470.4M | 13,280,030 | SHARES |
| 22 | LPL FINL HLDGS INCno ticker match — as filed | 2.1% | $343.4M | 1,219,099 | SHARES |
| 23 | AGXARGAN INC | 1.8% | $294.4M | 368,673 | SHARES |
| 24 | BTDRBITDEER TECHNOLOGIES GROUP | 0.7% | $111.4M | 7,020,026 | SHARES |
| 25 | SHAZSHARONAI HOLDINGS INC | 0.6% | $102.4M | 1,209,848 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.