LP
Lone Pine Capital disclosed sold out in SALESFORCE INC
Lone Pine Capital filed a 13F change in SALESFORCE INC (79466L302) on 2025-11-14, covering period end 2025-09-30.
Action
Sold out
Capital
$0 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
30 changes from Lone Pine Capital, filed 2025-11-14 for period end 2025-09-30.
$13.7B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
461202103 INTUIT | Sold out | -$607.8M | $0 | 4.42% |
91324P102 UNITEDHEALTH GROUP INC | Sold out | -$528.3M | $0 | 3.84% |
11135F101 BROADCOM INC | New | $511.2M | $511.2M | 3.72% |
79466L302 SALESFORCE INC | Sold out | -$508.1M | $0 | 3.70% |
23135106 AMAZON COM INC | Reduced | -$486.9M | $617.4M | 3.54% |
N07059210 ASML HOLDING N V | Sold out | -$454.3M | $0 | 3.31% |
929160109 VULCAN MATLS CO | New | $425.9M | $425.9M | 3.10% |
G6683N103 NU HLDGS LTD | New | $406.8M | $406.8M | 2.96% |
974155103 WINGSTOP INC | New | $375.3M | $375.3M | 2.73% |
32095101 AMPHENOL CORP NEW | New | $374.1M | $374.1M | 2.72% |
11271J107 BROOKFIELD CORP | Increased | $350.6M | $698.2M | 2.55% |
M98068105 WIX COM LTD | Sold out | -$342.5M | $0 | 2.49% |
81141R100 SEA LTD | New | $334.1M | $334.1M | 2.43% |
92840M102 VISTRA CORP | Reduced | -$333.2M | $920.7M | 2.42% |
594918104 MICROSOFT CORP | Reduced | -$296.6M | $626.0M | 2.16% |
171779309 CIENA CORP | New | $292.3M | $292.3M | 2.13% |
30303M102 META PLATFORMS INC | Reduced | -$257.9M | $971.0M | 1.88% |
29786A106 ETSY INC | New | $257.6M | $257.6M | 1.87% |
718172109 PHILIP MORRIS INTL INC | Increased | $246.2M | $748.5M | 1.79% |
03831W108 APPLOVIN CORP | Increased | $244.9M | $797.0M | 1.78% |
87422Q109 TALEN ENERGY CORP | Increased | $190.5M | $507.3M | 1.39% |
09857L108 BOOKING HOLDINGS INC | Reduced | -$179.0M | $168.2M | 1.30% |
48251W104 KKR & CO INC | Reduced | -$164.4M | $530.3M | 1.20% |
14040H105 CAPITAL ONE FINL CORP | Reduced | -$109.2M | $546.2M | 0.79% |
G3643J108 FLUTTER ENTMT PLC | Reduced | -$92.0M | $440.3M | 0.67% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $74.3M | $852.5M | 0.54% |
146869102 CARVANA CO | Reduced | -$58.1M | $665.9M | 0.42% |
50212V100 LPL FINL HLDGS INC | Increased | $48.4M | $750.5M | 0.35% |
855244109 STARBUCKS CORP | Reduced | -$39.1M | $470.5M | 0.28% |
26884L109 EQT CORP | Increased | $16.7M | $455.1M | 0.12% |