LONE PINE CAPITAL LLC
données du 30/09/2025
Capitalisation
$ 13.743 B
-2.20 %
Performance
$ 47.890 B
175 673.47 %
| Date | Symbol | Nom | Poids | Capitalisation | Nombre d'action | 1er ajout | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | META | META PLATFORMS INC | 7.07% | 971.041 M $ | 1322260 | 2023/09/30 | -6.177 M $ | -0.50 % |
| 2025/09/30 | VST | VISTRA CORP | 6.70% | 920.675 M $ | 4699241 | 2024/03/31 | 13.651 M $ | 1.09 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.20% | 852.505 M $ | 3052400 | 2022/03/31 | 181.417 M $ | 23.31 % |
| 2025/09/30 | APP | APPLOVIN CORP | 5.80% | 796.960 M $ | 1109138 | 2024/03/31 | 464.751 M $ | 105.25 % |
| 2025/09/30 | LPLA | LPL FINL HLDGS INC | 5.46% | 750.453 M $ | 2255714 | 2022/06/30 | -79.159 M $ | -11.28 % |
| 2025/09/30 | PM | PHILIP MORRIS INTL INC | 5.45% | 748.463 M $ | 4614443 | 2023/12/31 | -54.961 M $ | -10.94 % |
| 2025/09/30 | BN | BROOKFIELD CORP | 5.08% | 698.237 M $ | 10181348 | 2025/06/30 | -90.673 M $ | -26.08 % |
| 2025/09/30 | CVNA | CARVANA CO | 4.85% | 665.938 M $ | 1765291 | 2025/03/31 | 71.106 M $ | 11.95 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 4.56% | 625.997 M $ | 1208605 | 2013/12/31 | 38.099 M $ | 4.13 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 4.49% | 617.415 M $ | 2811928 | 2017/12/31 | 906.040 K $ | 0.08 % |
| 2025/09/30 | COF | CAPITAL ONE FINL CORP | 3.97% | 546.222 M $ | 2569491 | 2024/12/31 | -554.513 K $ | -0.08 % |
| 2025/09/30 | KKR | KKR & CO INC | 3.86% | 530.269 M $ | 4080561 | 2023/03/31 | -16.083 M $ | -2.32 % |
| 2025/09/30 | AVGO | BROADCOM INC | 3.72% | 511.167 M $ | 1549412 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TLN | TALEN ENERGY CORP | 3.69% | 507.272 M $ | 1192516 | 2024/09/30 | 146.641 M $ | 46.29 % |
| 2025/09/30 | SBUX | STARBUCKS CORP | 3.42% | 470.541 M $ | 5561954 | 2024/09/30 | -39.101 M $ | -7.67 % |
| 2025/09/30 | EQT | EQT CORP | 3.31% | 455.138 M $ | 8361889 | 2025/06/30 | -29.246 M $ | -6.67 % |
| 2025/09/30 | FLUT | FLUTTER ENTMT PLC | 3.20% | 440.267 M $ | 1733336 | 2024/12/31 | -59.161 M $ | -11.11 % |
| 2025/09/30 | VMC | VULCAN MATLS CO | 3.10% | 425.938 M $ | 1384624 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NU | NU HLDGS LTD | 2.96% | 406.757 M $ | 25406449 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WING | WINGSTOP INC | 2.73% | 375.317 M $ | 1491245 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | APH | AMPHENOL CORP NEW | 2.72% | 374.125 M $ | 3023231 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SE | SEA LTD | 2.43% | 334.136 M $ | 1869501 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CIEN | CIENA CORP | 2.13% | 292.310 M $ | 2006662 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ETSY | ETSY INC | 1.87% | 257.614 M $ | 3880316 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BKNG | BOOKING HOLDINGS INC | 1.22% | 168.193 M $ | 31151 | 2025/06/30 | -23.387 M $ | -6.74 % |
| 2025/09/30 | INTU | INTUIT | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | UNH | UNITEDHEALTH GROUP INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WIX | WIX COM LTD | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ASML | ASML HOLDING N V | 0.00% | 0.000 $ | 0 | 2022/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | APP | APPLOVIN CORP | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | CVNA | CARVANA CO | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | CRM | SALESFORCE INC | 0.00% | 0.000 $ | 0 | 2022/12/31 | 0.000 $ | 0.00 % |