Lone Pine Capital LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Concentration is the first item to inspect: top 5 31.57%, top 10 56.42%, top 20 93.83%. The largest names are VST (Vistra Corp.) 7.43%, CVNA (Carvana Co.) 6.65%, LPLA (LPL Financial Holdings Inc.) 6.55%, KKR 5.64%, and AVGO (Broadcom Inc.) 5.30%, and the largest sector exposures are Financials 24.55%, Information Technology 20.86%, and Consumer Discretionary 20.37%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by VST (Vistra Corp.) 7.43%, CVNA (Carvana Co.) 6.65%, and LPLA (LPL Financial Holdings Inc.) 6.55%, with sector exposure of Financials 24.55%, Information Technology 20.86%, and Consumer Discretionary 20.37%. The baseline metrics show return 15.59%, alpha 1.01%, beta 1.11, Sharpe 0.75, Sortino 0.95, and max drawdown -50.92%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The strongest recent period was 2024-06-30 (32.44% strategy return, 9.83% benchmark, 22.61% excess, 43.33% turnover), while the weakest was 2025-12-31 (-4.11% strategy return, 9.57% benchmark, -13.67% excess, 55.01% turnover). Those periods should be read alongside baseline metrics of return 15.59%, alpha 1.01%, beta 1.11, Sharpe 0.75, Sortino 0.95, and max drawdown -50.92% to judge whether returns came from persistent exposure or a narrow timing window.