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Lone-Pine 13-F: Raises stake in V and Exits BKNG

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Lone Pine Capital rotated into Alphabet and Visa while exiting KKR and Boston Scientific, reflecting a shift toward blue-chip growth following Dow inclusion and record asset monetization.

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Raises: Alphabet (GOOGL), Visa (V). Cuts: McKesson. Exits: Booking Holdings (BKNG), KKR (KKR), Boston Scientific (BSX).

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