← LONE PINE CAPITAL LLC
Positions
32
Total value
$23.28B
Top 10 concentration
53.6%
New positions
0
Holdings · 32
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | SHOPIFY INC SHOP · 82509L107 | CL A | $1.76B | 7.57% | 1,722,548 | — |
| 2 | FACEBOOK INC META · 30303M102 | CL A | $1.53B | 6.58% | 5,849,522 | — |
| 3 | MICROSOFT CORP MSFT · 594918104 | COM | $1.35B | 5.82% | 6,440,494 | — |
| 4 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $1.23B | 5.28% | 3,946,431 | — |
| 5 | COUPA SOFTWARE INC COUPEUR · 22266L106 | COM | $1.19B | 5.10% | 4,329,269 | — |
| 6 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $1.18B | 5.08% | 6,000,915 | — |
| 7 | GLOBAL PMTS INC GPN · 37940X102 | COM | $1.14B | 4.88% | 6,395,026 | — |
| 8 | NETFLIX INC NFLX · 64110L106 | COM | $1.13B | 4.84% | 2,251,223 | — |
| 9 | AMAZON COM INC AMZN · 023135106 | COM | $1.06B | 4.56% | 337,308 | — |
| 10 | HUMANA INC HUM · 444859102 | COM | $899.73M | 3.86% | 2,173,844 | — |
| 11 | DOCUSIGN INC DOCU · 256163106 | COM | $890.09M | 3.82% | 4,135,353 | — |
| 12 | SQUARE INC XYZ · 852234103 | CL A | $872.59M | 3.75% | 5,368,133 | — |
| 13 | MATCH GROUP INC NEW MTCH · 57667L107 | COM | $866.78M | 3.72% | 7,833,531 | — |
| 14 | SERVICENOW INC NOW · 81762P102 | COM | $858.89M | 3.69% | 1,770,901 | — |
| 15 | L BRANDS INC LBEUR · 501797104 | COM | $835.49M | 3.59% | 26,265,094 | — |
| 16 | ADOBE SYSTEMS INCORPORATED ADBE · 00724F101 | COM | $828.64M | 3.56% | 1,689,613 | — |
| 17 | CAPITAL ONE FINL CORP COF · 14040H105 | COM | $738.6M | 3.17% | 10,278,292 | — |
| 18 | AUTODESK INC ADSK · 052769106 | COM | $676.32M | 2.91% | 2,927,671 | — |
| 19 | DATADOG INC DDOG · 23804L103 | CL A COM | $669.03M | 2.87% | 6,548,876 | — |
| 20 | ATLASSIAN CORP PLC TEAM · G06242104 | CL A | $598.01M | 2.57% | 3,289,546 | — |
| 21 | MASTERCARD INCORPORATED MA · 57636Q104 | CL A | $596.39M | 2.56% | 1,763,571 | — |
| 22 | STONECO LTD STNE · G85158106 | COM CL A | $438.79M | 1.88% | 8,296,213 | — |
| 23 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $358.44M | 1.54% | 754,410 | — |
| 24 | NUANCE COMMUNICATIONS INC NUANEUR · 67020Y100 | COM | $281.47M | 1.21% | 8,480,618 | — |
| 25 | SNOWFLAKE INC SNOW · 833445109 | CL A | $251.52M | 1.08% | 1,002,060 | +43.2% |
| 26 | MERCADOLIBRE INC MELI · 58733R102 | COM | $231.22M | 0.99% | 213,602 | — |
| 27 | BILL COM HLDGS INC BILL · 090043100 | COM | $222.31M | 0.95% | 2,216,266 | — |
| 28 | DEXCOM INC DXCM · 252131107 | COM | $190.9M | 0.82% | 463,087 | — |
| 29 | HOWMET AEROSPACE INC HWM · 443201108 | COM | $131.9M | 0.57% | 7,888,593 | — |
| 30 | INSULET CORP PODD · 45784P101 | COM | $109.35M | 0.47% | 462,209 | — |
| 31 | BOOKING HOLDINGS INC BKNG · 09857L108 | COM | $100.79M | 0.43% | 58,920 | — |
| 32 | KE HLDGS INC BEKE · 482497104 | SPONSORED ADS | $61.3M | 0.26% | 1,000,000 | — |
Total filing value: $23.28B