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LONE PINE CAPITAL LLC

New Buys

Ticker$ Bought
ADVANCED MICRO DEVICES INC253,268,000
MODERNA INC242,939,000
ASML HOLDING N V129,054,000
FLOOR & DECOR HLDGS INC127,157,000
SALESFORCE INC72,792,300
VALARIS LIMITED44,177,500
EQUIFAX INC1,414,550

New stocks bought by LONE PINE CAPITAL LLC

Additions

Ticker% Inc.
FIRST CTZNS BANCSHARES INC N172
AMAZON COM INC44.2
HDFC BANK LTD30.57
MICROSOFT CORP23.41
UNITEDHEALTH GROUP INC13.21
TAIWAN SEMICONDUCTOR MFG LTD8.15
PTC INC6.41
TRANSDIGM GROUP INC5.18

Additions to existing portfolio by LONE PINE CAPITAL LLC

Reductions

Ticker% Reduced
EPAM SYS INC-51.5
THERMO FISHER SCIENTIFIC INC-33.62
CHENIERE ENERGY INC-20.2
BOOKING HOLDINGS INC-13.09
MASTERCARD INCORPORATED-12.83
WORKDAY INC-6.95
VISA INC-3.58
RH0.00

LONE PINE CAPITAL LLC reduced stake in above stock

Sold off

Ticker$ Sold
PAYPAL HLDGS INC-713,894,000
EQT CORP-241,883,000
META PLATFORMS INC-395,347,000
AUTODESK INC-414,972,000
GROVE COLLABORATIVE HOLD INC-342,000
BLOCK INC-1,308,000
CHESAPEAKE ENERGY CORP-1,483,000

LONE PINE CAPITAL LLC got rid off the above stocks

Current Stock Holdings of LONE PINE CAPITAL LLC

Last Reported on: 14 Feb, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
ADSKAUTODESK INC0.000.000.00SOLD OFF-100
AMDADVANCED MICRO DEVICES INC2.423,910,270253,268,000NEW
AMZNAMAZON COM INC7.739,642,600809,978,000ADDED44.2
AVDXAVIDXCHANGE HOLDINGS INC0.485,080,63050,501,500ADDED0.00
BBWIBATH & BODY WORKS INC8.3020,630,200869,358,000ADDED0.00
BKNGBOOKING HOLDINGS INC4.24220,375444,117,000REDUCED-13.09
CHKCHESAPEAKE ENERGY CORP0.000.000.00SOLD OFF-100
CRMSALESFORCE INC0.70549,00372,792,300NEW
DKSDICKS SPORTING GOODS INC5.765,015,150603,273,000ADDED0.00
EFXEQUIFAX INC0.017,2781,414,550NEW
EPAMEPAM SYS INC1.89602,860197,581,000REDUCED-51.5
EQTEQT CORP0.000.000.00SOLD OFF-100
FCNCAFIRST CTZNS BANCSHARES INC N1.27175,642133,200,000ADDED172
FNDFLOOR & DECOR HLDGS INC1.211,826,190127,157,000NEW
LNGCHENIERE ENERGY INC0.018,3381,250,370REDUCED-20.2
LPLALPL FINL HLDGS INC4.142,007,320433,923,000ADDED1.36
MAMASTERCARD INCORPORATED4.471,346,710468,292,000REDUCED-12.83
METAMETA PLATFORMS INC0.000.000.00SOLD OFF-100
MQMARQETA INC0.9716,609,800101,486,000ADDED0.00
MRNAMODERNA INC2.321,352,520242,939,000NEW
MSFTMICROSOFT CORP8.003,495,280838,237,000ADDED23.41
PTCPTC INC3.072,681,450321,881,000ADDED6.41
PYPLPAYPAL HLDGS INC0.000.000.00SOLD OFF-100
RHRH4.521,773,070473,746,000REDUCED0.00
SGSWEETGREEN INC0.374,556,50039,049,200ADDED0.00
SQBLOCK INC0.000.000.00SOLD OFF-100
TDGTRANSDIGM GROUP INC4.66775,690488,413,000ADDED5.18
TMOTHERMO FISHER SCIENTIFIC INC3.09587,696323,638,000REDUCED-33.62
UNHUNITEDHEALTH GROUP INC5.381,063,600563,899,000ADDED13.21
VVISA INC4.132,083,750432,919,000REDUCED-3.58
VALVALARIS LIMITED0.42653,32044,177,500NEW
WDAYWORKDAY INC7.464,670,400781,498,000REDUCED-6.95
TAIWAN SEMICONDUCTOR MFG LTD7.3910,391,400774,055,000ADDED8.15
ICICI BANK LIMITED2.4411,692,700255,952,000REDUCED0.00
HDFC BANK LTD1.902,902,590198,566,000ADDED30.57
ASML HOLDING N V1.23236,190129,054,000NEW
GROVE COLLABORATIVE HOLD INC0.000.000.00SOLD OFF-100

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