LONE PINE CAPITAL LLC: CORNING INC (GLW): Quarterly 13F Position History
As of Q2 2026, LONE PINE CAPITAL LLC reported 2,728,058 shares of CORNING INC (GLW), worth $696.8M and representing 4.3% of its 13F equity book. Quarter-over-quarter share count change: 990,089 (-26.6%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 2,728,058Shares Held (Latest Filing)
- $696.8MReported Market Value (Latest Filing)
- 4.3%Portfolio Weight (% of 13F Equity Book)
- 990,089Quarter-over-Quarter Share Change
- +$191.3MQuarter-over-Quarter Value Change
- 3,718,147Peak Reported Shares (Historical)
Recent initiation: LONE PINE CAPITAL LLC first reported GLW on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,728,058 | 990,089 | -26.6% | $696.8M | 4.3% | $255.4 |
| Q1 2026 | 3,718,147 | – | – | $505.6M | 4.0% | $136.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did LONE PINE CAPITAL LLC first disclose a GLW position in 13F-HR filings?
LONE PINE CAPITAL LLC first reported CORNING INC (GLW) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was LONE PINE CAPITAL LLC's most recent quarter-over-quarter share-count change in GLW?
Between Q1 2026 and Q2 2026, LONE PINE CAPITAL LLC reduced its GLW position by 990,089 shares (-26.6%), leaving 2,728,058 shares at a market value of $696.8M.
Does the implied price-per-share represent LONE PINE CAPITAL LLC's cost basis in GLW?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.