LONE PINE CAPITAL LLC — 13F holdings

LONE PINE CAPITAL LLC reported 34 holdings worth $16.4B in its 13F filing for Q2 2026, filed August 14, 2026.

Stephen Mandel's portfolio: holdings, buys and sells

Largest positions

1. NBIS NEBIUS GROUP N.V. — $1.18B (7.2%)
2. ASML ASML Holding N V — $1.13B (6.9%)
3. STX SEAGATE TECHNOLOGY HLDNGS PL — $965M (5.9%)
4. HD HOME DEPOT INC — $918M (5.6%)
5. AMAT APPLIED MATLS INC — $873M (5.3%)
6. MDLN MEDLINE INC — $827M (5.1%)
7. LIN LINDE PLC — $809M (4.9%)
8. TER TERADYNE INC — $722M (4.4%)
9. GLW CORNING INC — $697M (4.3%)
10. CVNA CARVANA CO — $692M (4.2%)