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 |
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Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
TWO GREENWICH PLAZASUITE 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
J*@********M
(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
K*@********M
(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
RAUM, Historic
No. Clients, Historic
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 | – |