How big is Lone Pine Capital LLC's plan?

Lone Pine Capital LLC's plan reported $293.4M in assets and 105 participants for 2024.

Original filing (PDF)20250710160502NAL0003624867001

Lone Pine Capital LLC

Name: Lone Pine Capital LLC — Lone Pine Capital LLC 401(k), Form 5500 (2024)
Creator: Lone Pine Capital LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lone Pine Capital LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lone Pine Capital LLC's Lone Pine Capital LLC 401(k) Profit Sharing Plan held $293.4M in plan assets for 105 participants in 2024.

Signals · 3

45% in single holdingHigh average account balanceNo recordkeeper disclosed

Active participants

105

Accounts w/ balance

182

Plan assets (EOY)

$293.4M

Net assets (EOY)

$293.4M

People on this filing

Kerry Tyler signed Lone Pine Capital LLC's 2024 Form 5500 as plan administrator.

Kerry Tyler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lone Pine Capital LLC's EIN is 31-1679699.

EIN 31-1679699

Plan number 001

Plan year 2024

ACK ID 20250710160502NAL0003624867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lone Pine Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lone Pine Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONE PINE CAPITAL LLC.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (98th percentile).
High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

LONE PINE CAPITAL LLC

EIN

all filings

Address

2 GREENWICH PLAZA · SUITE 220 · GREENWICH, CT · 068306353

Phone

(203) 618-7813

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

26 direct securities· $160.0M(55% of reported assets)

Other securities

$130.4M

6 holdings

Mutual Funds

$25.8M

13 holdings

Common Collective Trusts

$2.4M

5 holdings

Cash / Money Market

$1.0M

1 holding

Bonds / Notes

$380K

1 holding

					% of plan
Alternative Investment Option (AIO) * Lone Cascade, L.P. AIO	Other securities	—	—	$128.6M	43.8%
Fidelity Investments Money Market Treasury Only Portfolio - Institutional Class	Mutual Funds	—	—	$18.1M	6.2%
Fidelity Investments Money Market Treasury Portfolio - Institutional Class	Mutual Funds	—	—	$6.1M	2.1%
Vanguard Large Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.4M	0.5%
Money market funds Federated Hermes Government Obligations Fund Institutional Shares	Cash / Money Market	—	—	$1.0M	0.3%
Vanguard Balanced Index Fund Admiral Shares	Common Collective Trusts	—	—	$738K	0.3%
T. Rowe Price Blue Chip Growth Fund I Class	Other securities	—	—	$734K	0.3%
Vanguard High-Yield Corporate Fund Admiral Shares	Mutual Funds	—	—	$415K	0.1%
Macquarie Value Fund Institutional Class	Other securities	—	—	$386K	0.1%
Notes receivable Notes receivable from participants (varying maturity dates between 2025 and 2044 and interest rates of 4.25% - 9.25%)*	Bonds / Notes	—	—	$380K	0.1%
Macquarie Small Cap Value Fund Institutional Class	Other securities	—	—	$365K	0.1%
Janus Henderson Enterprise Fund Class I	Mutual Funds	—	—	$330K	0.1%
American Funds Target Date Retirement 2050 R6	Mutual Funds	—	—	$265K	<0.1%
Columbia Seligman Global Technology Fund Institutional 2 Class	Other securities	—	—	$264K	<0.1%
American Funds Target Date Retirement 2060 R6	Mutual Funds	—	—	$151K	<0.1%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$134K	<0.1%
Janus Henderson Venture Fund Class N	Mutual Funds	—	—	$118K	<0.1%
MFS International Diversification Fund Class R4	Mutual Funds	—	—	$114K	<0.1%
American Funds Target Date Retirement 2030 R6 343 American Funds Target Date Retirement 2040 R6	Mutual Funds	—	—	$86K	<0.1%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$77K	<0.1%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$45K	<0.1%
PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	Mutual Funds	—	—	$27K	<0.1%
Vanguard Short-Term Corporate Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$23K	<0.1%
Allspring Emerging Markets Equity Institutional Class	Mutual Funds	—	—	$21K	<0.1%
Voya Intermediate Bond R6	Other securities	—	—	$17K	<0.1%
Vanguard Inflation-Protected Securities Fund Admiral Shares	Mutual Funds	—	—	$7K	<0.1%