Lone Monterey, Ltd.
Lone Monterey, Ltd. is a hedge fund based in George Town, Grand Cayman, Cayman Islands. Its most recent Form D, filed Mar 6, 2026, reports no sales yet. The minimum investment it accepts from an outside investor is $50,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Paulo Lemann; Lone Pine Capital LLC; Sarah Gordon Wild.
Performance
No verified returns have been reported for this fund. As a rough guide, Lone Pine Capital LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +14.9% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +65.4% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- $50,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Paulo Lemann; Lone Pine Capital LLC; Sarah Gordon Wild
- Latest Form D
- Mar 6, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Lone Monterey, Ltd.
What is the minimum investment for Lone Monterey, Ltd.?
According to its latest Form D, filed Mar 6, 2026, the minimum investment Lone Monterey, Ltd. accepts from an outside investor is $50,000.
Who can invest in Lone Monterey, Ltd.?
Lone Monterey, Ltd. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Lone Monterey, Ltd. raised?
Lone Monterey, Ltd.'s latest Form D, filed Mar 6, 2026, reports no sales yet.
Where is Lone Monterey, Ltd. based?
Lone Monterey, Ltd. is based in George Town, Grand Cayman, Cayman Islands and is managed by Lone Pine Capital LLC.
Size compared with every hedge fund
This fund hasn't reported any sales yet.