Analisis pengajuan
Lone Pine Capital
13F-HR · periode Q2 2026 · diajukan Aug 14, 2026
$16.36BNilai 13F yang dilaporkan
34Posisi
+13Baru
8Ditingkatkan
13Dikurangi
−15Telah keluar
Posisi-posisi baru terbesar
| Efek | Nilai | Bobot |
|---|---|---|
| NBIS Nebius Group N.V. | $1.18B | 7.2% |
| STX Seagate Technology Holdings… | $965.11M | 5.9% |
| HD The Home Depot, Inc. | $918.09M | 5.6% |
| AMAT Applied Materials, Inc. | $873.19M | 5.3% |
| LIN Linde plc | $808.55M | 4.9% |
| TTMI TTM Technologies, Inc. | $512.07M | 3.1% |
| STRL Sterling Infrastructure, Inc. | $511.71M | 3.1% |
| ONON On Holding AG | $470.38M | 2.9% |
| BTDR Bitdeer Technologies Group | $111.41M | 0.7% |
| SHAZ SharonAI Holdings, Inc. Class… | $102.43M | 0.6% |
Perubahan ukuran terbesar
| Efek | Δ saham | Nilai saat ini | |
|---|---|---|---|
| TSM Taiwan Semiconductor… | ▼ Trim | -92.7% | $48.35M |
| BN Brookfield Corporation | ▼ Trim | -92.9% | $33.76M |
| HUT Hut 8 Corp. | ▼ Trim | -5.0% | $666.47M |
| PFGC Performance Food Group Co | ▲ Add | +47.1% | $654.28M |
| WULF TeraWulf Inc. | ▲ Add | +21.2% | $596.37M |
| MDLN Medline Inc. | ▲ Add | +77.9% | $826.99M |
| MCK McKesson Corporation | ▼ Trim | -85.2% | $43.71M |
| LPLA LPL Financial Holdings Inc. | ▼ Trim | -40.5% | $343.40M |
| ASML ASML Holding N.V. | ▼ Trim | -13.1% | $1.13B |
| GLW Corning Inc | ▼ Trim | -26.6% | $696.83M |
Asal-usul data: Metadata dari indeks formulir EDGAR; analisis dari tabel informasi yang telah diurai (versi terbaru yang diterima untuk kuartal ini). Bukan komentar editorial — hanya bidang yang dihitung.