Lone Pine Capital: 13F changes (WallStPal)https://wallstpal.com/fund/lone-pine-capital/Quarterly portfolio changes from Lone Pine Capital's 13F filings. en-usFri, 14 Aug 2026 21:00:00 GMT360 https://wallstpal.com/brand/icon-144.pngLone Pine Capital: 13F changes (WallStPal)https://wallstpal.com/fund/lone-pine-capital/ Lone Pine Capital opened NBIS (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-N97284108Fri, 14 Aug 2026 21:00:00 GMTPosition value $1.18 billion at quarter end. 13F filed 2026-08-14. Lone Pine Capital cut ASML (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-N07059210Fri, 14 Aug 2026 21:00:00 GMTPosition value $1.13 billion at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened STX (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-G7997R103Fri, 14 Aug 2026 21:00:00 GMTPosition value $965.1 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened HD (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-437076102Fri, 14 Aug 2026 21:00:00 GMTPosition value $918.1 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened AMAT (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-038222105Fri, 14 Aug 2026 21:00:00 GMTPosition value $873.2 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital added to MDLN (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-58507V107Fri, 14 Aug 2026 21:00:00 GMTPosition value $827 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened LIN (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-G54950103Fri, 14 Aug 2026 21:00:00 GMTPosition value $808.6 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital cut TER (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-880770102Fri, 14 Aug 2026 21:00:00 GMTPosition value $722.4 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital cut GLW (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-219350105Fri, 14 Aug 2026 21:00:00 GMTPosition value $696.8 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital added to CVNA (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-146869102Fri, 14 Aug 2026 21:00:00 GMTPosition value $692.5 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital cut HUT (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-44812J104Fri, 14 Aug 2026 21:00:00 GMTPosition value $666.5 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital added to PFGC (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-71377A103Fri, 14 Aug 2026 21:00:00 GMTPosition value $654.3 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital added to NU (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-G6683N103Fri, 14 Aug 2026 21:00:00 GMTPosition value $630.9 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital added to WULF (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-88080T104Fri, 14 Aug 2026 21:00:00 GMTPosition value $596.4 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital cut CRS (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-144285103Fri, 14 Aug 2026 21:00:00 GMTPosition value $593.9 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital cut MTZ (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-576323109Fri, 14 Aug 2026 21:00:00 GMTPosition value $559.7 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital cut APP (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-03831W108Fri, 14 Aug 2026 21:00:00 GMTPosition value $537 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened TTMI (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-87305R109Fri, 14 Aug 2026 21:00:00 GMTPosition value $512.1 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened STRL (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-859241101Fri, 14 Aug 2026 21:00:00 GMTPosition value $511.7 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital added to USFD (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-912008109Fri, 14 Aug 2026 21:00:00 GMTPosition value $502.5 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened ONON (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-H5919C104Fri, 14 Aug 2026 21:00:00 GMTPosition value $470.4 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital cut LPLA (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-50212V100Fri, 14 Aug 2026 21:00:00 GMTPosition value $343.4 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital cut AGX (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-04010E109Fri, 14 Aug 2026 21:00:00 GMTPosition value $294.4 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened BTDR (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-G11448100Fri, 14 Aug 2026 21:00:00 GMTPosition value $111.4 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened SHAZ (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-778920306Fri, 14 Aug 2026 21:00:00 GMTPosition value $102.4 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital added to GOOGL (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-02079K305Fri, 14 Aug 2026 21:00:00 GMTPosition value $77 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened KGS (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-50012A108Fri, 14 Aug 2026 21:00:00 GMTPosition value $63.5 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital added to V (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-92826C839Fri, 14 Aug 2026 21:00:00 GMTPosition value $56.9 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital opened IBKR (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-45841N107Fri, 14 Aug 2026 21:00:00 GMTPosition value $50.3 million at quarter end. 13F filed 2026-08-14. Lone Pine Capital cut TSM (Q2 2026)https://wallstpal.com/fund/lone-pine-capital/0000919574-26-005485-874039100Fri, 14 Aug 2026 21:00:00 GMTPosition value $48.4 million at quarter end. 13F filed 2026-08-14.