{"url":"https://nivawealth.com/firms/lone-pine-capital-156602","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156602","regulatoryAum":21624342800,"crd":"156602","secFileNumber":"801-73233","legalName":"Lone Pine Capital LLC","displayName":"Lone Pine Capital","website":"https://www.lonepinecapital.com","linkedinUrl":"http://www.linkedin.com/company/lone-pine-capital-llc","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"Two Greenwich Plaza, Suite 220","city":"Greenwich","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06830"},"tradeNames":[],"registration":{"secApproved":"27 February 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":101,"advisory":16,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":21624342800,"discretionaryAccounts":17,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":53,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":16,"regulatoryAum":21259583400},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":364759400}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Lone Pine Capital has custody of $21.41B for 15 clients.","otherCustodians":[],"leadership":[{"name":"Kerry Tyler","title":"Managing Director, Chief Operating Officer","crd":"2496840"},{"name":"Jason Cohen","title":"Chief Compliance Officer","crd":"6925007"},{"name":"David Craver","title":"Managing Director","crd":"2772746"},{"name":"Brian Doherty","title":"Managing Director, Head Trader","crd":"2897219"},{"name":"Kelly Granat","title":"Managing Director","crd":"6770885"},{"name":"Stephen Mandel","title":"Managing Director","crd":"1329820"},{"name":"Mary McDonnell","title":"Managing Director, CFO","crd":"6009487"},{"name":"Jeffrey Wechselblatt","title":"General Counsel","crd":"6009495"}],"ownership":[{"label":"Stephen Mandel","detail":"Managing director in the 5% to 10% ownership band and a control person, since June 1997. Also a managing member of Lone Pine Managing Member LLC in the 75% or more band and a control person, since June 2011."},{"label":"David Craver","detail":"Managing director in the 5% to 10% ownership band and a control person, since January 2008."},{"label":"Kerry Tyler","detail":"Managing director, chief operating officer in the 5% to 10% ownership band and a control person, since August 1997."},{"label":"Kelly Granat","detail":"Managing director in the 5% to 10% ownership band and a control person, since January 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"Two Greenwich Plaza, Suite 220","city":"Greenwich","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"527 Madison Avenue","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-618-1400","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":2},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":87},{"label":"Cash and cash equivalents","percent":10},{"label":"Other","percent":1,"detail":"Employer Contributions Receivable Due to Lone Pine Capital LLC 401(k) Profit Sharing Plan and Notes Receivable From Participants"}],"privateFunds":14},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156602/PDF/156602.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lone Pine Capital have?","answer":"Lone Pine Capital has 17 clients and manages $21.6 billion for them, as of March 2026. They include 16 pooled investment vehicles and 1 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lone Pine Capital offer?","answer":"Lone Pine Capital provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Lone Pine Capital have?","answer":"Lone Pine Capital has 0 investment adviser representatives registered with state securities authorities, out of 101 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lone Pine Capital invest in?","answer":"At the end of its last fiscal year, Lone Pine Capital’s separately managed accounts held 87% pooled vehicles (private funds and similar), 10% cash and equivalents, 2% registered funds (mutual funds, ETFs, BDCs) and 1% employer contributions receivable due to lone pine capital llc 401(k) profit sharing plan and notes receivable from participants. It advises 14 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lone Pine Capital?","answer":"Lone Pine Capital’s direct owners are Stephen Mandel, David Craver, Kerry Tyler and Kelly Granat, each holding 10% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lone Pine Capital get paid?","answer":"Lone Pine Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/lone-pine-capital-156602/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1061165/000091957426005485/0000919574-26-005485-index.html","totalValue":16357760275,"positionCount":34,"top10Share":0.5386994333489216,"top10":[{"issuer":"NEBIUS GROUP N.V.","titleOfClass":"SHS CLASS A","cusip":"N97284108","value":1175934069,"shares":4258008,"shareType":"SH"},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":1132337523,"shares":569174,"shareType":"SH","priorValue":865339133,"priorShares":655148},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":965105185,"shares":1000109,"shareType":"SH"},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":918092697,"shares":2603189,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":873193851,"shares":1207737,"shareType":"SH"},{"issuer":"MEDLINE INC","titleOfClass":"COM CL A","cusip":"58507V107","value":826992394,"shares":20968367,"shareType":"SH","priorValue":524617442,"priorShares":11789156},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":808550554,"shares":1558081,"shareType":"SH"},{"issuer":"TERADYNE INC","titleOfClass":"COM","cusip":"880770102","value":722411827,"shares":1493080,"shareType":"SH","priorValue":555232819,"priorShares":1872876},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":696827855,"shares":2728058,"shareType":"SH","priorValue":505556448,"priorShares":3718147},{"issuer":"CARVANA CO","titleOfClass":"CL A","cusip":"146869102","value":692470236,"shares":10520666,"shareType":"SH","priorValue":551645415,"priorShares":1754709}],"positionsListed":34,"positions":[{"issuer":"NEBIUS GROUP N.V.","titleOfClass":"SHS CLASS A","cusip":"N97284108","value":1175934069,"shares":4258008,"shareType":"SH"},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":1132337523,"shares":569174,"shareType":"SH","priorValue":865339133,"priorShares":655148},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":965105185,"shares":1000109,"shareType":"SH"},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":918092697,"shares":2603189,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":873193851,"shares":1207737,"shareType":"SH"},{"issuer":"MEDLINE INC","titleOfClass":"COM CL A","cusip":"58507V107","value":826992394,"shares":20968367,"shareType":"SH","priorValue":524617442,"priorShares":11789156},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":808550554,"shares":1558081,"shareType":"SH"},{"issuer":"TERADYNE INC","titleOfClass":"COM","cusip":"880770102","value":722411827,"shares":1493080,"shareType":"SH","priorValue":555232819,"priorShares":1872876},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":696827855,"shares":2728058,"shareType":"SH","priorValue":505556448,"priorShares":3718147},{"issuer":"CARVANA CO","titleOfClass":"CL A","cusip":"146869102","value":692470236,"shares":10520666,"shareType":"SH","priorValue":551645415,"priorShares":1754709},{"issuer":"HUT 8 CORP","titleOfClass":"COM","cusip":"44812J104","value":666469180,"shares":5773045,"shareType":"SH","priorValue":285163591,"priorShares":6078951},{"issuer":"PERFORMANCE FOOD GROUP CO","titleOfClass":"COM","cusip":"71377A103","value":654277805,"shares":5852740,"shareType":"SH","priorValue":340769014,"priorShares":3978158},{"issuer":"NU HLDGS LTD","titleOfClass":"ORD SHS CL A","cusip":"G6683N103","value":630855419,"shares":47219717,"shareType":"SH","priorValue":546221303,"priorShares":38011225},{"issuer":"TERAWULF INC","titleOfClass":"COM","cusip":"88080T104","value":596372238,"shares":24144625,"shareType":"SH","priorValue":287466235,"priorShares":19921430},{"issuer":"CARPENTER TECHNOLOGY CORP","titleOfClass":"COM","cusip":"144285103","value":593917609,"shares":962839,"shareType":"SH","priorValue":716541051,"priorShares":1817940},{"issuer":"MASTEC INC","titleOfClass":"COM","cusip":"576323109","value":559666021,"shares":1345157,"shareType":"SH","priorValue":492600027,"priorShares":1531050},{"issuer":"APPLOVIN CORP","titleOfClass":"COM CL A","cusip":"03831W108","value":537007742,"shares":1042268,"shareType":"SH","priorValue":583039354,"priorShares":1464923},{"issuer":"TTM TECHNOLOGIES INC","titleOfClass":"COM","cusip":"87305R109","value":512074787,"shares":2738075,"shareType":"SH"},{"issuer":"STERLING INFRASTRUCTURE INC","titleOfClass":"COM","cusip":"859241101","value":511709948,"shares":609643,"shareType":"SH"},{"issuer":"US FOODS HLDG CORP","titleOfClass":"COM","cusip":"912008109","value":502506807,"shares":4914492,"shareType":"SH","priorValue":350028976,"priorShares":3795998},{"issuer":"ON HLDG AG","titleOfClass":"NAMEN AKT A","cusip":"H5919C104","value":470378663,"shares":13280030,"shareType":"SH"},{"issuer":"LPL FINL HLDGS INC","titleOfClass":"COM","cusip":"50212V100","value":343395806,"shares":1219099,"shareType":"SH","priorValue":616691573,"priorShares":2049967},{"issuer":"ARGAN INC","titleOfClass":"COM","cusip":"04010E109","value":294403824,"shares":368673,"shareType":"SH","priorValue":214120433,"priorShares":393134},{"issuer":"BITDEER TECHNOLOGIES GROUP","titleOfClass":"CL A ORD SHS","cusip":"G11448100","value":111407813,"shares":7020026,"shareType":"SH"},{"issuer":"SHARONAI HOLDINGS INC","titleOfClass":"COM CL A","cusip":"778920306","value":102425731,"shares":1209848,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":77039680,"shares":215574,"shareType":"SH","priorValue":53935041,"priorShares":187561},{"issuer":"KODIAK GAS SVCS INC","titleOfClass":"COM","cusip":"50012A108","value":63490109,"shares":845070,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":56939216,"shares":165960,"shareType":"SH","priorValue":28040316,"priorShares":92775},{"issuer":"INTERACTIVE BROKERS GROUP IN","titleOfClass":"COM CL A","cusip":"45841N107","value":50280049,"shares":577666,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":48350142,"shares":101242,"shareType":"SH","priorValue":469591664,"priorShares":1389530},{"issuer":"SEA LTD","titleOfClass":"SPONSORD ADS","cusip":"81141R100","value":47395697,"shares":494581,"shareType":"SH"},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":43712216,"shares":57851,"shareType":"SH","priorValue":339414961,"priorShares":392224},{"issuer":"TRANSDIGM GROUP INC","titleOfClass":"COM","cusip":"893641100","value":38005765,"shares":28532,"shareType":"SH","priorValue":41348216,"priorShares":35677},{"issuer":"BROOKFIELD CORP","titleOfClass":"CL A LTD VT SH","cusip":"11271J107","value":33761817,"shares":792717,"shareType":"SH","priorValue":453626975,"priorShares":11208969}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}