# LONE PINE CAPITAL LLC: Form 13F holdings

An institutional investment manager in GREENWICH, CT. SEC CIK 1061165.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $16.36bn
- Positions: 34 (34 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1061165/000091957426005485/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| NEBIUS GROUP N.V. | SHS CLASS A | $1.18bn | 7.2% | 4,258,008 |  | New +4,258,008 |
| ASML HLDG NV | N Y REGISTRY SHS | $1.13bn | 6.9% | 569,174 |  | Reduced −85,974 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $965.1m | 5.9% | 1,000,109 |  | New +1,000,109 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $918.1m | 5.6% | 2,603,189 |  | New +2,603,189 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $873.2m | 5.3% | 1,207,737 |  | New +1,207,737 |
| [MEDLINE INC (MDLN)](/companies/mdln.md) | COM CL A | $827.0m | 5.1% | 20,968,367 |  | Added +9,179,211 |
| LINDE PLC | SHS | $808.6m | 4.9% | 1,558,081 |  | New +1,558,081 |
| [TERADYNE INC (TER)](/companies/ter.md) | COM | $722.4m | 4.4% | 1,493,080 |  | Reduced −379,796 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $696.8m | 4.3% | 2,728,058 |  | Reduced −990,089 |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $692.5m | 4.2% | 10,520,666 |  | Added +8,765,957 |
| [HUT 8 CORP (HUT)](/companies/hut.md) | COM | $666.5m | 4.1% | 5,773,045 |  | Reduced −305,906 |
| [PERFORMANCE FOOD GROUP CO (PFGC)](/companies/pfgc.md) | COM | $654.3m | 4.0% | 5,852,740 |  | Added +1,874,582 |
| NU HLDGS LTD | ORD SHS CL A | $630.9m | 3.9% | 47,219,717 |  | Added +9,208,492 |
| [TERAWULF INC (WULF)](/companies/wulf.md) | COM | $596.4m | 3.6% | 24,144,625 |  | Added +4,223,195 |
| [CARPENTER TECHNOLOGY CORP (CRS)](/companies/crs.md) | COM | $593.9m | 3.6% | 962,839 |  | Reduced −855,101 |
| [MASTEC INC (MTZ)](/companies/mtz.md) | COM | $559.7m | 3.4% | 1,345,157 |  | Reduced −185,893 |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $537.0m | 3.3% | 1,042,268 |  | Reduced −422,655 |
| [TTM TECHNOLOGIES INC (TTMI)](/companies/ttmi.md) | COM | $512.1m | 3.1% | 2,738,075 |  | New +2,738,075 |
| [STERLING INFRASTRUCTURE INC (STRL)](/companies/strl.md) | COM | $511.7m | 3.1% | 609,643 |  | New +609,643 |
| [US FOODS HLDG CORP (USFD)](/companies/usfd.md) | COM | $502.5m | 3.1% | 4,914,492 |  | Added +1,118,494 |
| ON HLDG AG | NAMEN AKT A | $470.4m | 2.9% | 13,280,030 |  | New +13,280,030 |
| [LPL FINL HLDGS INC (LPLA)](/companies/lpla.md) | COM | $343.4m | 2.1% | 1,219,099 |  | Reduced −830,868 |
| [ARGAN INC (AGX)](/companies/agx.md) | COM | $294.4m | 1.8% | 368,673 |  | Reduced −24,461 |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | $111.4m | 0.7% | 7,020,026 |  | New +7,020,026 |
| [SHARONAI HOLDINGS INC (SHAZ)](/companies/shaz.md) | COM CL A | $102.4m | 0.6% | 1,209,848 |  | New +1,209,848 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $77.0m | 0.5% | 215,574 |  | Added +28,013 |
| [KODIAK GAS SVCS INC (KGS)](/companies/kgs.md) | COM | $63.5m | 0.4% | 845,070 |  | New +845,070 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $56.9m | 0.3% | 165,960 |  | Added +73,185 |
| [INTERACTIVE BROKERS GROUP IN (IBKR)](/companies/ibkr.md) | COM CL A | $50.3m | 0.3% | 577,666 |  | New +577,666 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $48.4m | 0.3% | 101,242 |  | Reduced −1,288,288 |
| [SEA LTD (SE)](/companies/se.md) | SPONSORD ADS | $47.4m | 0.3% | 494,581 |  | New +494,581 |
| [MCKESSON CORP (MCK)](/companies/mck.md) | COM | $43.7m | 0.3% | 57,851 |  | Reduced −334,373 |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | COM | $38.0m | 0.2% | 28,532 |  | Reduced −7,145 |
| [BROOKFIELD CORP (BN)](/companies/bn.md) | CL A LTD VT SH | $33.8m | 0.2% | 792,717 |  | Reduced −10,416,252 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $0 | 0.0% | 0 |  | Sold out −223,084 |
| [BOOKING HOLDINGS INC (BKNG)](/companies/bkng.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,405 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $0 | 0.0% | 0 |  | Sold out −104,655 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,267,056 |
| [CIENA CORP (CIEN)](/companies/cien.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −809,522 |
| [CLEAN HARBORS INC (CLH)](/companies/clh.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,754,950 |
| [ENTEGRIS INC (ENTG)](/companies/entg.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,115,054 |
| [HILTON WORLDWIDE HLDGS INC (HLT)](/companies/hlt.md) | COM | $0 | 0.0% | 0 |  | Sold out −89,249 |
| [KKR & CO INC (KKR)](/companies/kkr.md) | COM | $0 | 0.0% | 0 |  | Sold out −179,308 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $0 | 0.0% | 0 |  | Sold out −57,201 |
| SPOTIFY TECHNOLOGY S A | SHS | $0 | 0.0% | 0 |  | Sold out −68,844 |
| [TALEN ENERGY CORP (TLN)](/companies/tln.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,817,947 |
| [TENET HEALTHCARE CORP (THC)](/companies/thc.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −2,258,717 |
| [VISTRA CORP (VST)](/companies/vst.md) | COM | $0 | 0.0% | 0 |  | Sold out −6,187,585 |
| [VULCAN MATLS CO (VMC)](/companies/vmc.md) | COM | $0 | 0.0% | 0 |  | Sold out −144,179 |

Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-005485. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.