| Stock | Value | Weight | Shares | Change |
|---|---|---|---|---|
| NBIS NEBIUS GROUP N.V. · SHS CLASS A | $1.2B | 7.19% | 4.26M | New |
| ASML ASML HLDG NV · N Y REGISTRY SHS | $1.1B | 6.92% | 569.17K | −13% |
| STX SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS | $965.1M | 5.90% | 1.00M | New |
| HD HOME DEPOT INC · COM | $918.1M | 5.61% | 2.60M | New |
| AMAT APPLIED MATLS INC · COM | $873.2M | 5.34% | 1.21M | New |
| MDLN MEDLINE INC · COM CL A | $827.0M | 5.06% | 20.97M | +78% |
| LIN LINDE PLC · SHS | $808.6M | 4.94% | 1.56M | New |
| TER TERADYNE INC · COM | $722.4M | 4.42% | 1.49M | −20% |
| GLW CORNING INC · COM | $696.8M | 4.26% | 2.73M | −27% |
| CVNA CARVANA CO · CL A | $692.5M | 4.23% | 10.52M | +500% |
| HUT HUT 8 CORP · COM | $666.5M | 4.07% | 5.77M | −5.0% |
| PFGC PERFORMANCE FOOD GROUP CO · COM | $654.3M | 4.00% | 5.85M | +47% |
| NU NU HLDGS LTD · ORD SHS CL A | $630.9M | 3.86% | 47.22M | +24% |
| WULF TERAWULF INC · COM | $596.4M | 3.65% | 24.14M | +21% |
| CRS CARPENTER TECHNOLOGY CORP · COM | $593.9M | 3.63% | 962.84K | −47% |
| MTZ MASTEC INC · COM | $559.7M | 3.42% | 1.35M | −12% |
| APP APPLOVIN CORP · COM CL A | $537.0M | 3.28% | 1.04M | −29% |
| TTMI TTM TECHNOLOGIES INC · COM | $512.1M | 3.13% | 2.74M | New |
| STRL STERLING INFRASTRUCTURE INC · COM | $511.7M | 3.13% | 609.64K | New |
| USFD US FOODS HLDG CORP · COM | $502.5M | 3.07% | 4.91M | +29% |
| ONON ON HLDG AG · NAMEN AKT A | $470.4M | 2.88% | 13.28M | New |
| LPLA LPL FINL HLDGS INC · COM | $343.4M | 2.10% | 1.22M | −41% |
| AGX ARGAN INC · COM | $294.4M | 1.80% | 368.67K | −6.2% |
| BTDR BITDEER TECHNOLOGIES GROUP · CL A ORD SHS | $111.4M | 0.68% | 7.02M | New |
| SHAZ SHARONAI HOLDINGS INC · COM CL A | $102.4M | 0.63% | 1.21M | New |
| GOOGL ALPHABET INC · CAP STK CL A | $77.0M | 0.47% | 215.57K | +15% |
| KGS KODIAK GAS SVCS INC · COM | $63.5M | 0.39% | 845.07K | New |
| V VISA INC · COM CL A | $56.9M | 0.35% | 165.96K | +79% |
| IBKR INTERACTIVE BROKERS GROUP IN · COM CL A | $50.3M | 0.31% | 577.67K | New |
| TSM TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS | $48.4M | 0.30% | 101.24K | −93% |
| SE SEA LTD · SPONSORD ADS | $47.4M | 0.29% | 494.58K | New |
| MCK MCKESSON CORP · COM | $43.7M | 0.27% | 57.85K | −85% |
| TDG TRANSDIGM GROUP INC · COM | $38.0M | 0.23% | 28.53K | −20% |
| BN BROOKFIELD CORP · CL A LTD VT SH | $33.8M | 0.21% | 792.72K | −93% |
From LONE PINE CAPITAL LLC's Form 13F-HR. Values are as reported for Jun 30, 2026, not today; a 13F shows long positions in US-listed securities and options only, up to 45 days late.