Lone Pine Capital LLC Top Holdings and 13F Report (2024) About Lone Pine Capital LLCInvestment ActivityLone Pine Capital LLC has $13.41 billion in total holdings as of September 30, 2024.Lone Pine Capital LLC owns shares of 29 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 22.81% of the portfolio was purchased this quarter.About 23.29% of the portfolio was sold this quarter.This quarter, Lone Pine Capital LLC has purchased 24 new stocks and bought additional shares in 6 stocks.Lone Pine Capital LLC sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings Meta Platforms $1,082,676,952Amazon.com $1,021,510,810Vistra $806,817,735Taiwan Semiconductor Manufacturing $731,647,570Microsoft $712,481,704 Largest New Holdings this Quarter Salesforce $639,887,449 HoldingLennar $548,876,572 HoldingStarbucks $394,917,367 HoldingWorkday $392,127,738 HoldingTALEN ENERGY CORP $152,611,762 Holding Largest Purchases this Quarter Salesforce 2,337,830 shares (about $639.89M)Lennar 2,927,654 shares (about $548.88M)Starbucks 4,050,850 shares (about $394.92M)Workday 1,604,385 shares (about $392.13M)Meta Platforms 496,900 shares (about $284.45M) Largest Sales this Quarter APPLOVIN CORP 3,332,572 shares (about $435.07M)Taiwan Semiconductor Manufacturing 1,789,337 shares (about $310.75M)Philip Morris International 2,190,473 shares (about $265.92M)KKR & Co. Inc. 1,862,776 shares (about $243.24M)Microsoft 364,426 shares (about $156.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLone Pine Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$1,082,676,952$284,445,436 ▲35.6%1,891,3378.1%Computer and TechnologyAMZNAmazon.com$1,021,510,810$192,662,798 ▲23.2%5,482,2677.6%Retail/WholesaleVSTVistra$806,817,735$3,759,615 ▼-0.5%6,806,2916.0%UtilitiesTSMTaiwan Semiconductor Manufacturing$731,647,570$310,754,157 ▼-29.8%4,212,8615.5%Computer and TechnologyMSFTMicrosoft$712,481,704$156,812,508 ▼-18.0%1,655,7795.3%Computer and TechnologyCRMSalesforce$639,887,449$639,887,449 ▲New Holding2,337,8304.8%Computer and TechnologyCEGConstellation Energy$622,547,945$205,228,066 ▲49.2%2,394,2314.6%Oils/EnergyKKRKKR & Co. Inc.$590,578,083$243,241,290 ▼-29.2%4,522,7304.4%FinanceINTUIntuit$572,165,181$11,743,731 ▲2.1%921,3614.3%Computer and TechnologySPOTSpotify Technology$572,153,512$49,709,538 ▼-8.0%1,552,5294.3%Business ServicesLENLennar$548,876,572$548,876,572 ▲New Holding2,927,6544.1%ConstructionPMPhilip Morris International$543,951,638$265,923,422 ▼-32.8%4,480,6564.1%Consumer StaplesSQBlock$514,922,2090.0%7,670,5233.8%Business ServicesLPLALPL Financial$507,165,270$115,167,436 ▲29.4%2,180,1373.8%FinanceUNHUnitedHealth Group$480,536,798$71,586,465 ▼-13.0%821,8803.6%MedicalPTCPTC$460,357,6310.0%2,548,1993.4%Computer and TechnologyASMLASML$459,381,557$30,478,618 ▼-6.2%551,3133.4%Computer and TechnologySBUXStarbucks$394,917,367$394,917,367 ▲New Holding4,050,8502.9%Retail/WholesaleWDAYWorkday$392,127,738$392,127,738 ▲New Holding1,604,3852.9%Computer and TechnologyBKNGBooking$321,864,938$121,153,208 ▼-27.3%76,4142.4%Retail/WholesaleARESAres Management$319,755,005$74,343,939 ▲30.3%2,051,8162.4%FinanceAPPLOVIN CORP$309,386,006$435,067,274 ▼-58.4%2,369,8662.3%COM CL AHWMHowmet Aerospace$306,936,127$60,512,304 ▼-16.5%3,061,7072.3%AerospaceGE VERNOVA INC$294,759,685$81,847,815 ▼-21.7%1,156,0112.2%COMTALEN ENERGY CORP$152,611,762$152,611,762 ▲New Holding856,2151.1%COMHUT 8 CORP$15,113,540$15,113,540 ▲New Holding1,232,7520.1%COMWULFTeraWulf$14,357,285$14,357,285 ▲New Holding3,067,7960.1%FinanceBTDRBitdeer Technologies Group$10,163,066$10,163,066 ▲New Holding1,297,9650.1%Business ServicesIRENIris Energy$6,007,921$6,007,921 ▲New Holding711,8390.0%Oils/EnergyMAMastercard$0$460,375,606 ▼-100.0%00.0%Business ServicesBBWIBath & Body Works$0$441,870,861 ▼-100.0%00.0%Retail/WholesaleMCKMcKesson$0$327,609,061 ▼-100.0%00.0%MedicalAVDXAvidXchange$0$61,244,792 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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