LONE PINE CAPITAL LLC: TALEN ENERGY CORP (TLN): Quarterly 13F Position History
As of Q1 2026, LONE PINE CAPITAL LLC reported 1,817,947 shares of TALEN ENERGY CORP (TLN), worth $580.3M and representing 4.6% of its 13F equity book. Quarter-over-quarter share count change: + 525,431 (+40.7%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 1,817,947Shares Held (Latest Filing)
- $580.3MReported Market Value (Latest Filing)
- 4.6%Portfolio Weight (% of 13F Equity Book)
- +525,431Quarter-over-Quarter Share Change
- +$95.9MQuarter-over-Quarter Value Change
- 1,817,947Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,817,947 | +525,431 | +40.7% | $580.3M | 4.6% | $319.2 |
| Q4 2025 | 1,292,516 | +100,000 | +8.4% | $484.5M | 3.6% | $374.8 |
| Q3 2025 | 1,192,516 | +103,136 | +9.5% | $507.3M | 3.7% | $425.4 |
| Q2 2025 | 1,089,380 | 0 | — | $316.8M | 2.3% | $290.8 |
| Q1 2025 | 1,089,380 | 0 | — | $217.5M | 1.9% | $199.7 |
| Q4 2024 | 1,089,380 | +233,165 | +27.2% | $219.5M | 1.6% | $201.5 |
| Q3 2024 | 856,215 | — | — | $152.6M | 1.1% | $178.2 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did LONE PINE CAPITAL LLC first disclose a TLN position in 13F-HR filings?
LONE PINE CAPITAL LLC first reported TALEN ENERGY CORP (TLN) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was LONE PINE CAPITAL LLC's most recent quarter-over-quarter share-count change in TLN?
Between Q4 2025 and Q1 2026, LONE PINE CAPITAL LLC added 525,431 shares of TLN (+40.7%), bringing the total reported position to 1,817,947 shares at a market value of $580.3M.
Does the implied price-per-share represent LONE PINE CAPITAL LLC's cost basis in TLN?
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.