Lone Pine Capital Q2 2022 holdings

$10.6 Billion is the total value of Lone Pine Capital's 30 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 114.3% .

 Value Shares↓ Weighting
AMZN BuyAMAZON COM INC$953,503
-34.4%
8,977,525
+1913.8%
8.99%
+4.0%
FB BuyMETA PLATFORMS INCcl a$807,803
-0.8%
5,009,631
+36.8%
7.61%
+57.2%
TSM BuyTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$730,433
-12.2%
8,934,961
+11.9%
6.88%
+39.1%
TMO BuyTHERMO FISHER SCIENTIFIC INC$506,496
+64.7%
932,292
+79.0%
4.77%
+160.9%
LPLA NewLPL FINL HLDGS INC$422,3032,289,151
+100.0%
3.98%
BKNG NewBOOKING HOLDINGS INC$414,792237,161
+100.0%
3.91%
DKS BuyDICKS SPORTING GOODS INC$377,992
+1.3%
5,015,154
+34.4%
3.56%
+60.5%
RH BuyRH$376,352
-32.5%
1,773,069
+3.7%
3.55%
+7.0%
GOOGL NewALPHABET INCcap stk cl a$374,813171,991
+100.0%
3.53%
EPAM NewEPAM SYS INC$373,3931,266,683
+100.0%
3.52%
TEAM BuyATLASSIAN CORP PLCcl a$303,433
-26.3%
1,619,172
+15.6%
2.86%
+16.8%
PYPL NewPAYPAL HLDGS INC$299,5464,289,025
+100.0%
2.82%
EQT NewEQT CORP$218,5146,352,146
+100.0%
2.06%
FICO NewFAIR ISAAC CORP$17,08542,616
+100.0%
0.16%
NewGROVE COLLABORATIVE HOLD INC$2,315500,000
+100.0%
0.02%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Kerry A. Tyler — Managing Director, Chief Operating Officer

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EDGAR filings