Lone Pine Capital 13-F: New stake in DASH, Raised AVGO, Cuts AMZN, and Exits META
Importance
Level 1
- New: ASML (ASML), DoorDash (DASH), Carpenter Technology (CRS), Tenet (THC), Clean Harbors (CLH)
- Raises: KKR (KKR), Nubank (NU), Broadcom (AVGO), Carvana (CVNA), Vulcan Materials (VMC).
- Cuts: Philip Morris (PM), AppLovin (APP), Booking (BKNG), Amazon (AMZN), LPL Financial (LPLA).
- Exits: Meta (META), Starbucks (SBUX), EQT Corp (EQT), Flutter (FLUT), Sea Ltd (SE)
- Top: TSMC (TSM), Vistra (VST), Carvana (CVNA), LPL Financial (LPLA), Brookfield (BAM).
#NETHERLANDS#EUROPE#AMAZON.COM INC#AMZN.US#BROADCOM CORP#EQT CORP#EQT.US#NU.US#PM.US#SE.US#STARBUCKS CORP#SBUX.US#THC.US#VULCAN MATERIALS CO#VMC.US#ASML HOLDING NV#ASML.US#AVGO.US#LPLA.US#APP.US#CLEAN HARBORS INC#CLH.US#CARPENTER TECHNOLOGY CORP#CRS.US#BAM.US#KKR.US#TSM.US#TSMC#EQUITIES#ASIAN SESSION#US SESSION#OIL & GAS EXPLORATION & PRODUCTION#CONSTRUCTION MATERIALS#RESTAURANTS#BROADLINE RETAIL#SEMICONDUCTOR MATERIALS & EQUIPMENT#SEMICONDUCTORS#INTERACTIVE MEDIA & SERVICES#CONSTRUCTION MATERIALS (GROUP)#HOTELS, RESTAURANTS & LEISURE#BROADLINE RETAIL (GROUP)#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT (GROUP)#INTERACTIVE MEDIA & SERVICES (GROUP)#MATERIALS (GROUP)#CONSUMER SERVICES#CONSUMER DISCRETIONARY DISTRIBUTION & RETAIL#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT#MEDIA & ENTERTAINMENT#ASML#S&P 500 INDEX#NASDAQ 100 INDEX#AMZN#BROADCOM INC#AVGO#BOOKING HOLDINGS INC#BKNG#META PLATFORMS INC#META#SBUX#VMC#DOORDASH INC#DASH#US EQUITIES