KUJIRA WATCH / ローン・パイン・キャピタル（Lone Pine Capital LLC）
← 一覧へ戻る US LEGEND

Lone Pine Capital LLC

ローン・パイン・キャピタル
13F報告額 $16.4B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
NEBIUS GROUP N.V.7.2%$1.2B
ASML HLDG NV6.9%$1.1B
SEAGATE TECHNOLOGY HLDNGS PL5.9%$965.1M
HDHOME DEPOT INC5.6%$918.1M
AMATAPPLIED MATLS INC5.3%$873.2M
MDLNMEDLINE INC5.1%$827.0M
LINDE PLC4.9%$808.6M
TERTERADYNE INC4.4%$722.4M
GLWCORNING INC4.3%$696.8M
CVNACARVANA CO4.2%$692.5M
HUTHUT 8 CORP4.1%$666.5M
PFGCPERFORMANCE FOOD GROUP CO4.0%$654.3M
増加・新規
ON HLDG AGNEW
BITDEER TECHNOLOGIES GROUPNEW
STRLSTERLING INFRASTRUCTURE INCNEW
TTMITTM TECHNOLOGIES INCNEW
LINDE PLCNEW
HDHOME DEPOT INCNEW
AMATAPPLIED MATLS INCNEW
NEBIUS GROUP N.V.NEW
SEAGATE TECHNOLOGY HLDNGS PLNEW
SHAZSHARONAI HOLDINGS INCNEW
減少・売却
SPOTIFY TECHNOLOGY S AEXITED
THCTENET HEALTHCARE CORPEXITED
VMCVULCAN MATLS COEXITED
CIENCIENA CORPEXITED
VSTVISTRA CORPEXITED
CLHCLEAN HARBORS INCEXITED
ENTGENTEGRIS INCEXITED
TLNTALEN ENERGY CORPEXITED
COFCAPITAL ONE FINL CORPEXITED
MAMASTERCARD INCORPORATEDEXITED