← LONE PINE CAPITAL LLC
Positions
35
Total value
$31.03B
Top 10 concentration
52.1%
New positions
0
Exited positions· 1 vs. Q2 2021
Holdings · 35
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | SHOPIFY INC SHOP · 82509L107 | CL A | $2.39B | 7.69% | 1,632,550 | — |
| 2 | L BRANDS INC LBEUR · 501797104 | COM | $1.89B | 6.10% | 26,265,094 | — |
| 3 | FACEBOOK INC META · 30303M102 | CL A | $1.73B | 5.59% | 4,985,709 | — |
| 4 | AMAZON COM INC AMZN · 023135106 | COM | $1.67B | 5.37% | 484,741 | — |
| 5 | SNAP INC SNAP · 83304A106 | CL A | $1.56B | 5.04% | 22,942,282 | — |
| 6 | MICROSOFT CORP MSFT · 594918104 | COM | $1.43B | 4.61% | 5,275,472 | — |
| 7 | ADOBE SYSTEMS INCORPORATED ADBE · 00724F101 | COM | $1.42B | 4.56% | 2,416,952 | — |
| 8 | SQUARE INC XYZ · 852234103 | CL A | $1.39B | 4.49% | 5,715,271 | — |
| 9 | SERVICENOW INC NOW · 81762P102 | COM | $1.36B | 4.37% | 2,468,798 | — |
| 10 | DOORDASH INC DASH · 25809K105 | CL A | $1.33B | 4.29% | 7,460,157 | — |
| 11 | MATCH GROUP INC NEW MTCH · 57667L107 | COM | $1.25B | 4.03% | 7,746,500 | — |
| 12 | COUPA SOFTWARE INC COUPEUR · 22266L106 | COM | $1.22B | 3.94% | 4,669,637 | — |
| 13 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $1.2B | 3.88% | 3,005,990 | — |
| 14 | GLOBAL PMTS INC GPN · 37940X102 | COM | $1.04B | 3.35% | 5,542,294 | — |
| 15 | FARFETCH LTD FTCHQ · 30744W107 | ORD SH CL A | $950.14M | 3.06% | 18,866,886 | — |
| 16 | MODERNA INC MRNA · 60770K107 | COM | $937.78M | 3.02% | 3,990,897 | — |
| 17 | WORKDAY INC WDAY · 98138H101 | CL A | $818.25M | 2.64% | 3,427,366 | — |
| 18 | DEXCOM INC DXCM · 252131107 | COM | $797.76M | 2.57% | 1,868,287 | — |
| 19 | ICICI BANK LIMITED IBN · 45104G104 | ADR | $737.97M | 2.38% | 43,155,826 | — |
| 20 | RH RH · 74967X103 | COM | $693.14M | 2.23% | 1,020,825 | — |
| 21 | TWITTER INC TWTRUSD · 90184L102 | COM | $681.42M | 2.20% | 9,902,947 | — |
| 22 | MASTERCARD INCORPORATED MA · 57636Q104 | CL A | $658.55M | 2.12% | 1,803,798 | — |
| 23 | CARVANA CO CVNA · 146869102 | CL A | $646.59M | 2.08% | 2,142,309 | — |
| 24 | KE HLDGS INC BEKE · 482497104 | SPONSORED ADS | $623.14M | 2.01% | 13,069,217 | — |
| 25 | DATADOG INC DDOG · 23804L103 | CL A COM | $606.93M | 1.96% | 5,831,385 | — |
| 26 | STONECO LTD STNE · G85158106 | COM CL A | $593.24M | 1.91% | 8,846,433 | — |
| 27 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $464.41M | 1.50% | 717,463 | — |
| 28 | PVH CORPORATION PVH · 693656100 | COM | $292.61M | 0.94% | 2,719,709 | — |
| 29 | FIGS INC FIGS · 30260D103 | CL A | $214.16M | 0.69% | 4,274,577 | — |
| 30 | ASCENDIS PHARMA A/S ASNDUSD · 04351P101 | SPONSORED ADR | $189.04M | 0.61% | 1,436,981 | — |
| 31 | FATE THERAPEUTICS INC FATE · 31189P102 | COM | $151.82M | 0.49% | 1,749,284 | — |
| 32 | ZYMEWORKS INC ZYMEUSD · 98985W102 | COM | $33.88M | 0.11% | 976,735 | — |
| 33 | CONFLUENT INC 8QR · 20717M103 | CLASS A COM | $30.88M | 0.10% | 650,000 | -82.1% |
| 34 | FORMA THERAPEUTICS HLDGS INC 34633R104 | SHS | $19.91M | 0.06% | 800,000 | — |
| 35 | SENTINELONE INC S · 81730H109 | CL A | $7.44M | 0.02% | 175,000 | — |
Total filing value: $31.03B