Not yet filed. No Q3 2026 Form 13F from Lone Pine Capital has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| NBIS · Nebius Group N.V. | 4,258,008 | 7.19% |
| ASML · ASML HOLDING NV | 569,174 | 6.92% |
| STX · Seagate Technology Holdings plc | 1,000,109 | 5.90% |
| HD · HOME DEPOT, INC. | 2,603,189 | 5.61% |
| AMAT · APPLIED MATERIALS INC /DE | 1,207,737 | 5.34% |
| MDLN · Medline Inc. | 20,968,367 | 5.06% |
| LIN · LINDE PLC | 1,558,081 | 4.94% |
| TER · TERADYNE, INC | 1,493,080 | 4.42% |
| GLW · CORNING INC /NY | 2,728,058 | 4.26% |
| CVNA · CARVANA CO. | 10,520,666 | 4.23% |
Largest increase 2026 Q1 → 2026 Q2: CVNA (+499.6% of shares). New position in 2026 Q2: NBIS (7.19% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: BN (-92.9% of shares). Exited in 2026 Q2: VST, TLN, CLH and 12 more.
Full record: Lone Pine Capital fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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