FintechConsumerData & AnalyticsMarketing & AdvertisingSaaSSocial & CommunityLogistics & Supply Chain
Lone Pine Capital is a research-driven, fundamental equity investor that employs long-only, long/short equity, and private investment strategies. The firm focuses on identifying high-conviction companies with strong growth potential and sustainable competitive advantages through deep fundamental analysis, often holding positions for multiple years.
30% of their portfolio is in Fintech. Average disclosed round size is $320.8M (across 26 rounds with reported amounts).
Portfolio
27
Fund Size
$19B
Top Stage
Series D
Last 12 Mo
0
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
27 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 Skims | Growth | $240M | Jan 2022 |
 Razorpay | Series F | $375M | Dec 2021 |
 Cockroach Labs | Series F | $278M | Dec 2021 |
 Benchling | Series F | $100M | Nov 2021 |
 Airwallex | Series E | $100M | Nov 2021 |
 Daily Harvest | Growth | $77M | Nov 2021 |
 Groww | Series E | $251M | Oct 2021 |
 GRIN | Series B | $110M | Oct 2021 |
 Varo Bank | Series E | $510M | Sep 2021 |
 Snyk | Series F | $530M | Sep 2021 |
 Varo | Series E | $510M | Sep 2021 |
 Algolia | Series D | $150M | Jul 2021 |
 Outreach | Growth | $200M | Jun 2021 |
 Pine Labs | Growth | $285M | May 2021 |
 Klaviyo | Series D | $320M | May 2021 |
 Patreon | Growth | $155M | Apr 2021 |
| Cockroach Labs | Series E | $160M | Jan 2021 |
| Outreach | Series F | $50M | Jun 2020 |
 Brex | Series C | $150M | May 2020 |
 Convoy | Series D | $400M | Nov 2019 |
 Away | Series D | $100M | May 2019 |
| Convoy | Series D | $185M | Sep 2018 |
 Nio | Growth | $1B | Nov 2017 |
 Snapchat | Series F | $1.8B | May 2016 |
| Varo Bank | Unknown | — | — |
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Top Co-Investors
Tiger Global Management8 shared
Salesforce4 shared
T. Rowe Price4 shared
Sands Capital4 shared
Imaginary Ventures3 shared
Glynn Capital3 shared
Accel3 shared
Marshall Wace3 shared
Warburg Pincus3 shared
The Rise Fund3 shared
Altimeter Capital3 shared
Alkeon Capital Management3 shared
Sequoia Capital3 shared
Coatue Management3 shared
Baillie Gifford3 shared
Mayfield Fund3 shared
Temasek Holdings2 shared
Eldridge2 shared
BlackRock2 shared
Wellington Management2 shared
Last updated: 12 April 2026