{
 "manager": "Lone Pine Capital",
 "page": "https://www.moatshark.com/m/lone-pine-capital",
 "form": "13F-HR",
 "period": "2026-06-30",
 "filed": "2026-08-14",
 "previous_period": "2026-03-31",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1061165/000091957426005485/0000919574-26-005485-index.htm",
 "total_value_usd": 16357760275,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
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   "company": "Yandex",
   "ticker": "NBIS",
   "moatshark_slug": "nbis",
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   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "ASML Holding",
   "ticker": "ASML",
   "moatshark_slug": "asml",
   "sector": "Industrials",
   "value_usd": 1132337523,
   "shares": 569174,
   "portfolio_pct": 6.92,
   "previous_pct": 6.9,
   "change": "REDUCE",
   "share_change_pct": -13.1,
   "quarters_held": 3
  },
  {
   "company": "Seagate Technology Holdings",
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   "moatshark_slug": "stx",
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   "value_usd": 965105185,
   "shares": 1000109,
   "portfolio_pct": 5.9,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Home Depot",
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   "moatshark_slug": "hd",
   "sector": "Consumer discretionary",
   "value_usd": 918092697,
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   "portfolio_pct": 5.61,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Applied Materials",
   "ticker": "AMAT",
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   "sector": "Technology",
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   "shares": 1207737,
   "portfolio_pct": 5.34,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Medline",
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   "moatshark_slug": "mdln",
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   "change": "ADD",
   "share_change_pct": 77.9,
   "quarters_held": 3
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  {
   "company": "Linde",
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   "change": "NEW",
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  {
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  {
   "company": "Corning",
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   "shares": 2728058,
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   "change": "REDUCE",
   "share_change_pct": -26.6,
   "quarters_held": 2
  },
  {
   "company": "Carvana",
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   "sector": "Consumer discretionary",
   "value_usd": 692470236,
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   "portfolio_pct": 4.23,
   "previous_pct": 4.4,
   "change": "ADD",
   "share_change_pct": 499.6,
   "quarters_held": 6
  },
  {
   "company": "HUT 8",
   "ticker": "HUT",
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   "sector": "Financials",
   "value_usd": 666469180,
   "shares": 5773045,
   "portfolio_pct": 4.07,
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   "change": "REDUCE",
   "share_change_pct": -5,
   "quarters_held": 2
  },
  {
   "company": "Performance Food Group",
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   "sector": "Consumer staples",
   "value_usd": 654277805,
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   "previous_pct": 2.72,
   "change": "ADD",
   "share_change_pct": 47.1,
   "quarters_held": 2
  },
  {
   "company": "NU Holdings Ltd/Cayman Islands",
   "ticker": "NU",
   "moatshark_slug": "nu",
   "sector": "Financials",
   "value_usd": 630855419,
   "shares": 47219717,
   "portfolio_pct": 3.86,
   "previous_pct": 4.35,
   "change": "ADD",
   "share_change_pct": 24.2,
   "quarters_held": 4
  },
  {
   "company": "Terawulf",
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   "moatshark_slug": "wulf",
   "sector": "Financials",
   "value_usd": 596372238,
   "shares": 24144625,
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   "previous_pct": 2.29,
   "change": "ADD",
   "share_change_pct": 21.2,
   "quarters_held": 2
  },
  {
   "company": "Carpenter Technology",
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   "moatshark_slug": "crs",
   "sector": "Materials",
   "value_usd": 593917609,
   "shares": 962839,
   "portfolio_pct": 3.63,
   "previous_pct": 5.71,
   "change": "REDUCE",
   "share_change_pct": -47,
   "quarters_held": 3
  },
  {
   "company": "Mastec",
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   "moatshark_slug": "mtz",
   "sector": "Industrials",
   "value_usd": 559666021,
   "shares": 1345157,
   "portfolio_pct": 3.42,
   "previous_pct": 3.93,
   "change": "REDUCE",
   "share_change_pct": -12.1,
   "quarters_held": 2
  },
  {
   "company": "Applovin",
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   "moatshark_slug": "app",
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   "value_usd": 537007742,
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   "change": "REDUCE",
   "share_change_pct": -28.9,
   "quarters_held": 10
  },
  {
   "company": "Ttm Technologies",
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   "moatshark_slug": "ttmi",
   "sector": "Technology",
   "value_usd": 512074787,
   "shares": 2738075,
   "portfolio_pct": 3.13,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Sterling Construction Compnay  (STRL)",
   "ticker": "STRL",
   "moatshark_slug": "strl",
   "sector": "Industrials",
   "value_usd": 511709948,
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   "change": "NEW",
   "share_change_pct": null,
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  },
  {
   "company": "US Foods Holding",
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   "value_usd": 502506807,
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   "previous_pct": 2.79,
   "change": "ADD",
   "share_change_pct": 29.5,
   "quarters_held": 2
  },
  {
   "company": "On Holding",
   "ticker": "ONON",
   "moatshark_slug": "onon",
   "sector": "Other",
   "value_usd": 470378663,
   "shares": 13280030,
   "portfolio_pct": 2.88,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "LPL Financial Holdings",
   "ticker": "LPLA",
   "moatshark_slug": "lpla",
   "sector": "Financials",
   "value_usd": 343395806,
   "shares": 1219099,
   "portfolio_pct": 2.1,
   "previous_pct": 4.92,
   "change": "REDUCE",
   "share_change_pct": -40.5,
   "quarters_held": 17
  },
  {
   "company": "Argan",
   "ticker": "AGX",
   "moatshark_slug": "agx",
   "sector": "Industrials",
   "value_usd": 294403824,
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   "previous_pct": 1.71,
   "change": "REDUCE",
   "share_change_pct": -6.2,
   "quarters_held": 2
  },
  {
   "company": "Bitdeer Technologies Group",
   "ticker": "BTDR",
   "moatshark_slug": "btdr",
   "sector": "Financials",
   "value_usd": 111407813,
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  {
   "company": "Sharonai Holdings",
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   "sector": "Technology",
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  },
  {
   "company": "Alphabet",
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   "moatshark_slug": "goog",
   "sector": "Communication and media",
   "value_usd": 77039680,
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   "portfolio_pct": 0.47,
   "previous_pct": 0.43,
   "change": "ADD",
   "share_change_pct": 14.9,
   "quarters_held": 2
  },
  {
   "company": "Kodiak Gas Services",
   "ticker": "KGS",
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   "sector": "Utilities",
   "value_usd": 63490109,
   "shares": 845070,
   "portfolio_pct": 0.39,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Visa",
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   "sector": "Financials",
   "value_usd": 56939216,
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   "portfolio_pct": 0.35,
   "previous_pct": 0.22,
   "change": "ADD",
   "share_change_pct": 78.9,
   "quarters_held": 3
  },
  {
   "company": "Interactive Brokers Group",
   "ticker": "IBKR",
   "moatshark_slug": "ibkr",
   "sector": "Financials",
   "value_usd": 50280049,
   "shares": 577666,
   "portfolio_pct": 0.31,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Taiwan Semiconductor Manufacturing",
   "ticker": "TSM",
   "moatshark_slug": "tsm",
   "sector": "Technology",
   "value_usd": 48350142,
   "shares": 101242,
   "portfolio_pct": 0.3,
   "previous_pct": 3.74,
   "change": "REDUCE",
   "share_change_pct": -92.7,
   "quarters_held": 18
  },
  {
   "company": "Sea",
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   "sector": "Industrials",
   "value_usd": 47395697,
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   "portfolio_pct": 0.29,
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  },
  {
   "company": "Mckesson",
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   "sector": "Health care",
   "value_usd": 43712216,
   "shares": 57851,
   "portfolio_pct": 0.27,
   "previous_pct": 2.71,
   "change": "REDUCE",
   "share_change_pct": -85.3,
   "quarters_held": 2
  },
  {
   "company": "Transdigm Group",
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   "moatshark_slug": "tdg",
   "sector": "Industrials",
   "value_usd": 38005765,
   "shares": 28532,
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   "change": "REDUCE",
   "share_change_pct": -20,
   "quarters_held": 3
  },
  {
   "company": "Brookfield",
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   "moatshark_slug": "bn",
   "sector": "Real estate",
   "value_usd": 33761817,
   "shares": 792717,
   "portfolio_pct": 0.21,
   "previous_pct": 3.62,
   "change": "REDUCE",
   "share_change_pct": -92.9,
   "quarters_held": 5
  },
  {
   "company": "Vistra",
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   "moatshark_slug": "vst",
   "sector": "Utilities",
   "value_usd": 0,
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   "portfolio_pct": 0,
   "previous_pct": 7.42,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 9
  },
  {
   "company": "Talen Energy",
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   "moatshark_slug": "tln",
   "sector": "Utilities",
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   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 7
  },
  {
   "company": "Clean Harbors",
   "ticker": "CLH",
   "moatshark_slug": "clh",
   "sector": "Utilities",
   "value_usd": 0,
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   "previous_pct": 4.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Tenet Healthcare",
   "ticker": "THC",
   "moatshark_slug": "thc",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 3.4,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Capital One Financial",
   "ticker": "COF",
   "moatshark_slug": "cof",
   "sector": "Financials",
   "value_usd": 0,
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   "portfolio_pct": 0,
   "previous_pct": 3.3,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 6
  },
  {
   "company": "Entegris",
   "ticker": "ENTG",
   "moatshark_slug": "entg",
   "sector": "Other",
   "value_usd": 0,
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   "previous_pct": 2.91,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Ciena",
   "ticker": "CIEN",
   "moatshark_slug": "cien",
   "sector": "Technology",
   "value_usd": 0,
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   "portfolio_pct": 0,
   "previous_pct": 2.51,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Vulcan Materials",
   "ticker": "VMC",
   "moatshark_slug": "vmc",
   "sector": "Materials",
   "value_usd": 0,
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   "previous_pct": 0.31,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Spotify Technology",
   "ticker": "SPOT",
   "moatshark_slug": "spot",
   "sector": "Communication and media",
   "value_usd": 0,
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   "previous_pct": 0.27,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Mastercard",
   "ticker": "MA",
   "moatshark_slug": "ma",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.23,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Amphenol",
   "ticker": "APH",
   "moatshark_slug": "aph",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.22,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Hilton Worldwide Holdings",
   "ticker": "HLT",
   "moatshark_slug": "hlt",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.22,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "KKR & Co.",
   "ticker": "KKR",
   "moatshark_slug": "kkr",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.13,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 13
  },
  {
   "company": "Booking Holdings",
   "ticker": "BKNG",
   "moatshark_slug": "bkng",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.08,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Boston Scientific",
   "ticker": "BSX",
   "moatshark_slug": "bsx",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.05,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  }
 ]
}