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Free — 5 of 38

Data as of Q4 2025

All position changes for LONE PINE CAPITAL LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	VST Vistra Corp	Increased	5.2M	+10.9%	$840.8M	6.2%	69
2025-Q4	CVNA Carvana Co	Increased	1.8M	+0.8%	$750.9M	5.5%	63
2025-Q4	LPLA LPL Financial Holdings Inc	Decreased	2.1M	-8.0%	$741.1M	5.4%	0
2025-Q4	BN BROOKFIELD CORP	Increased	15.9M	+56.4%	$730.7M	5.4%	88
2025-Q4	ASML ASML Holding NV	New	605,017	—	$647.3M	4.8%	88
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