LONE PINE CAPITAL LLC

Adviser information for LONE PINE CAPITAL LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 104
Investment Advisory/Research 22
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 12 $17.5B
Non-Discretionary 0 $0
Total 12 $17.5B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 11 $17.3B
Pension and profit sharing plans <5 $214.0M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 42

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-73233
SEC ERA File Number 801-73233
SEC CIK Numbers 1061165
SEC CRD Numbers 156602
Legal Entity Identifier Y64HK18CMXIV6KGY3S63

Principal Office

TWO GREENWICH PLAZA
SUITE 220
GREENWICH
CT
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: (203) 618 -1400, Fax: (203) 618 -1346

Chief Compliance Officer

JASON R. COHEN
CHIEF COMPLIANCE OFFICER
TWO GREENWICH PLAZA
SUITE 220
GREENWICH
CT
United States
Tel: (203) 618-1400
Fax: (203) 618-1346
(Full email address available in API data)

Regulatory Contact

KERRY A. TYLER
MANAGING DIRECTOR, CHIEF OPERATING OFFICER
TWO GREENWICH PLAZA
SUITE 220
GREENWICH
CT
United States
Tel: (203) 618 - 1400
Fax: (203) 618-1346
(Full email address available in API data)

Industry Affiliates

LONE PINE ASSOCIATES LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
LONE PINE MEMBERS LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
LONE PINE PRIVATE INVESTMENT PARTNERS I LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
LONE PINE PRIVATE INVESTMENT PARTNERS SPV GP LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
LONE BACCATA OPPORTUNITIES FUND 2024-I, L.P. Private Equity Fund $104.6M $1.0M 5
LONE BASIN GROWTH FUND I, L.P. Private Equity Fund $40.0M $1.0M 42
LONE CASCADE, L.P. Hedge Fund $10,333.9M $1.0M 662
LONE CEDAR INTERMEDIATE FUND, LTD. Hedge Fund $1,288.7M $1.0M 4
LONE CEDAR, LTD. Hedge Fund $1,247.8M $1.0M 119
LONE CYPRESS, LTD. Hedge Fund $5,792.7M $1.0M 2
LONE MONTEREY MASTER FUND, LTD. Hedge Fund $291.3M $1.0M 4
LONE MONTEREY, LTD. Hedge Fund $261.0M $1.0M 35
LONE REDWOOD, L.P. Hedge Fund $3,373.4M $1.0M 382
LONE SIERRA, L.P. Hedge Fund $344.2M $1.0M 50
LONE SPRUCE, L.P. Hedge Fund $133.4M $1.0M 52

Control Persons

Name Type Entity Title Since Ownership
LONE PINE MANAGING MEMBER LLC Domestic Entity MANAGING MEMBER 12/2011 < 5%
MANDEL, STEPHEN, FRANK Individual MANAGING DIRECTOR 06/1997 5-10%
CRAVER, DAVID, FRANCIS Individual MANAGING DIRECTOR 01/2008 5-10%
MCDONNELL, MARY, E Individual MANAGING DIRECTOR, CFO 01/2006 < 5%
TYLER, KERRY, ANN Individual MANAGING DIRECTOR, CHIEF OPERATING OFFICER 08/1997 5-10%
DOHERTY, BRIAN, FRANCIS Individual MANAGING DIRECTOR, HEAD TRADER 07/2011 < 5%
WECHSELBLATT, JEFFREY, HOWARD Individual GENERAL COUNSEL 07/2007 < 5%
MANDEL, STEPHEN, FRANK Individual LONE PINE MANAGING MEMBER LLC MANAGING MEMBER 06/2011 > 75%
Granat, Kelly, Ann Individual MANAGING DIRECTOR 01/2017 5-10%
COHEN, JASON, ROBERT Individual CHIEF COMPLIANCE OFFICER 03/2018 < 5%

No. Employees, Historic

200100020202021202220232024202592 on 3/30/202096 on 3/31/2021104 on 3/31/2022106 on 3/31/2023106 on 1/19/2024104 on 3/28/2024

RAUM, Historic

40B20B020202021202220232024202530214878300 on 3/30/202036646421400 on 3/31/202135538101500 on 3/31/202217076491100 on 3/31/202317076491100 on 1/19/202417467446200 on 3/28/2024

No. Clients, Historic

2010020202021202220232024202511 on 3/30/202010 on 3/31/202110 on 3/31/202210 on 3/31/202310 on 1/19/202412 on 3/28/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM 860M 4M
APPLOVIN CORP COM CL A 475M 6M
ARES MANAGEMENT CORPORATION CL A COM STK 210M 2M
ASML HOLDING N V N Y REGISTRY SHS 601M 588K
AVIDXCHANGE HOLDINGS INC COM 61M 5M
BATH & BODY WORKS INC COM 442M 11M
BLOCK INC CL A 495M 8M
BOOKING HOLDINGS INC COM 417M 105K
CONSTELLATION ENERGY CORP COM 321M 2M
GE VERNOVA INC COM 253M 1M
HOWMET AEROSPACE INC COM 285M 4M
INTUIT COM 593M 902K
KKR & CO INC COM 672M 6M
LPL FINL HLDGS INC COM 471M 2M
MASTERCARD INCORPORATED CL A 460M 1M
MCKESSON CORP COM 328M 561K
META PLATFORMS INC CL A 703M 1M
MICROSOFT CORP COM 903M 2M
PHILIP MORRIS INTL INC COM 676M 7M
PTC INC COM 463M 3M
SPOTIFY TECHNOLOGY S A SHS 529M 2M
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1B 6M
UNITEDHEALTH GROUP INC COM 481M 944K
VISTRA CORP COM 588M 7M