Quarter snapshot

Lone Pine Capital

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

Ticker	Change	% of portfolio	Shares	Value
TSM history	NEW	6.81%	3,052,400	$927,593,836
VST history	NEW	6.18%	5,211,885	$840,833,407
CVNA history	NEW	5.52%	1,779,328	$750,912,003
LPLA history	NEW	5.44%	2,074,948	$741,109,177
BN history	NEW	5.37%	15,923,360	$730,722,990
ASML history	NEW	4.76%	605,017	$647,283,488
KKR history	NEW	4.68%	5,001,085	$637,538,316
AVGO history	NEW	4.4%	1,730,216	$598,827,758
MSFT history	NEW	4.38%	1,234,125	$596,847,533
DASH history	NEW	4.21%	2,529,879	$572,966,996
AMZN history	NEW	4.09%	2,414,520	$557,319,506
COF history	NEW	4.09%	2,294,891	$556,189,783
APP history	NEW	3.86%	780,530	$525,936,725
NU history	NEW	3.64%	29,630,237	$496,010,167
MDLN history	NEW	3.62%	11,716,697	$492,101,274
TLN history	NEW	3.56%	1,292,516	$484,486,697
VMC history	NEW	3.53%	1,683,932	$480,291,085
PM history	NEW	3.12%	2,643,579	$424,030,072
CRS history	NEW	3.04%	1,312,938	$413,365,400
WING history	NEW	2.8%	1,595,258	$380,453,080
APH history	NEW	2.79%	2,809,773	$379,712,723
THC history	NEW	2.61%	1,787,326	$355,177,423
CLH history	NEW	2.37%	1,378,125	$323,142,750
AFRM history	NEW	2.09%	3,817,170	$284,111,963
ENTG history	NEW	1.89%	3,054,230	$257,318,878
MA history	NEW	0.4%	96,338	$54,997,437
TDG history	NEW	0.19%	19,228	$25,570,356
BKNG history	NEW	0.18%	4,630	$24,795,178
BSX history	NEW	0.14%	201,703	$19,232,381
HLT history	NEW	0.12%	57,817	$16,607,933
SPOT history	NEW	0.08%	17,762	$10,314,571
V history	NEW	0.04%	15,217	$5,336,754