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Lone Pine Capital 13-F: New stake in DASH, Raised AVGO, Cuts AMZN, and Exits META

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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).

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