单一明星管理人的 13F-HR 档案页：最新季前十大持仓与季度调仓帧差，/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏；仅展示层，非研究 claim。
独立佐证 · 单一管理人 13F 档案
LONE PINE CAPITAL LLC
独松资本（曼德尔）成长SEC EDGAR 13F-HR · 2026-10-19SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-14
EDGAR 13F-HR 申报历史持仓数
34
申报总市值
$16.4B
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | NEBIUS GROUP N.V. | $1.2B | 4.3M | 7.19% |
| 2 | ASML HLDG NV | $1.1B | 569K | 6.92% |
| 3 | SEAGATE TECHNOLOGY HLDNGS PL | $965.1M | 1.0M | 5.90% |
| 4 | HOME DEPOT INC | $918.1M | 2.6M | 5.61% |
| 5 | APPLIED MATLS INC | $873.2M | 1.2M | 5.34% |
| 6 | MEDLINE INC | $827.0M | 21.0M | 5.06% |
| 7 | LINDE PLC | $808.6M | 1.6M | 4.94% |
| 8 | TERADYNE INC | $722.4M | 1.5M | 4.42% |
| 9 | CORNING INC | $696.8M | 2.7M | 4.26% |
| 10 | CARVANA CO | $692.5M | 10.5M | 4.23% |
| 11 | HUT 8 CORP | $666.5M | 5.8M | 4.07% |
| 12 | PERFORMANCE FOOD GROUP CO | $654.3M | 5.9M | 4.00% |
| 13 | NU HLDGS LTD | $630.9M | 47.2M | 3.86% |
| 14 | TERAWULF INC | $596.4M | 24.1M | 3.65% |
| 15 | CARPENTER TECHNOLOGY CORP | $593.9M | 963K | 3.63% |
| 16 | MASTEC INC | $559.7M | 1.3M | 3.42% |
| 17 | APPLOVIN CORP | $537.0M | 1.0M | 3.28% |
| 18 | TTM TECHNOLOGIES INC | $512.1M | 2.7M | 3.13% |
| 19 | STERLING INFRASTRUCTURE INC | $511.7M | 610K | 3.13% |
| 20 | US FOODS HLDG CORP | $502.5M | 4.9M | 3.07% |
| 21 | ON HLDG AG | $470.4M | 13.3M | 2.88% |
| 22 | LPL FINL HLDGS INC | $343.4M | 1.2M | 2.10% |
| 23 | ARGAN INC | $294.4M | 369K | 1.80% |
| 24 | BITDEER TECHNOLOGIES GROUP | $111.4M | 7.0M | 0.68% |
| 25 | SHARONAI HOLDINGS INC | $102.4M | 1.2M | 0.63% |
| 26 | ALPHABET INC | $77.0M | 216K | 0.47% |
| 27 | KODIAK GAS SVCS INC | $63.5M | 845K | 0.39% |
| 28 | VISA INC | $56.9M | 166K | 0.35% |
| 29 | INTERACTIVE BROKERS GROUP IN | $50.3M | 578K | 0.31% |
| 30 | TAIWAN SEMICONDUCTOR MANUFAC | $48.4M | 101K | 0.30% |
| 31 | SEA LTD | $47.4M | 495K | 0.29% |
| 32 | MCKESSON CORP | $43.7M | 58K | 0.27% |
| 33 | TRANSDIGM GROUP INC | $38.0M | 29K | 0.23% |
| 34 | BROOKFIELD CORP | $33.8M | 793K | 0.21% |
前 6 大集中度 · 36%
占比按本页可见持仓（前 ≤50 大）市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据（写死在抓取清单里），非 SEC 数据源字段。