Position in VST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$930,179,653
+$89,346,246 QoQ
Shares Held
6,187,585
+18.7% QoQ
Ownership
1.84%
of shares outstanding
% of Portfolio
7.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026LONE PINE CAPITAL LLC holds $1,510,522,873 across 2 Utilities - Independent Power Producers names. VST ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
6,187,585 | $930,179,653 | |
| 2 | TLN |
Talen Energy Corp
|
1,817,947 | $580,343,220 |
All Filings in VST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $930,179,653 | 6,187,585 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $840,833,407 | 5,211,885 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $920,675,296 | 4,699,241 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,253,896,239 | 6,469,719 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $540,786,302 | 4,604,788 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $738,013,284 | 5,352,965 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $806,817,735 | 6,806,291 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $587,931,841 | 6,838,007 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $446,657,161 | 6,412,881 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||