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" ... Nearly 40% of Lone Pine’s $27.53 billion equity portfolio, which was composed of 38 stocks as of March 31, was invested in the technology sector, followed by smaller holdings in the communication services, consumer cyclial and health care spaces. ... "
" ... Nearly half of the firm's $27.51 billion equity portfolio, which is composed of 41 stocks, is invested in the technology sector, followed by smaller holdings in the communication services, consumer cyclial and health care spaces. ... "