← LONE PINE CAPITAL LLC
Positions
39
Total value
$29.68B
Top 10 concentration
48.8%
New positions
8
Exited positions· 4 vs. Q2 2021
Holdings · 39
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | SHOPIFY INC SHOP · 82509L107 | CL A | $1.94B | 6.53% | 1,430,135 | -12.4% |
| 2 | SNAP INC SNAP · 83304A106 | CL A | $1.67B | 5.64% | 22,638,657 | -1.3% |
| 3 | DOORDASH INC DASH · 25809K105 | CL A | $1.54B | 5.18% | 7,460,157 | — |
| 4 | BATH & BODY WORKS INC BBWI · 070830104 | COM | $1.53B | 5.16% | 24,300,268 | New |
| 5 | SERVICENOW INC NOW · 81762P102 | COM | $1.37B | 4.60% | 2,193,941 | -11.1% |
| 6 | MICROSOFT CORP MSFT · 594918104 | COM | $1.32B | 4.46% | 4,694,472 | -11.0% |
| 7 | TWITTER INC TWTRUSD · 90184L102 | COM | $1.3B | 4.38% | 21,533,828 | +117.4% |
| 8 | SQUARE INC XYZ · 852234103 | CL A | $1.29B | 4.35% | 5,380,864 | -5.9% |
| 9 | MODERNA INC MRNA · 60770K107 | COM | $1.28B | 4.30% | 3,316,199 | -16.9% |
| 10 | WORKDAY INC WDAY · 98138H101 | CL A | $1.24B | 4.19% | 4,973,868 | +45.1% |
| 11 | MATCH GROUP INC NEW MTCH · 57667L107 | COM | $1.22B | 4.11% | 7,773,867 | +0.4% |
| 12 | AMAZON COM INC AMZN · 023135106 | COM | $1.19B | 4.00% | 361,112 | -25.5% |
| 13 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $1.17B | 3.96% | 3,005,990 | — |
| 14 | ADOBE SYSTEMS INCORPORATED ADBE · 00724F101 | COM | $1.13B | 3.79% | 1,955,187 | -19.1% |
| 15 | FACEBOOK INC META · 30303M102 | CL A | $1.04B | 3.52% | 3,074,926 | -38.3% |
| 16 | COUPA SOFTWARE INC COUPEUR · 22266L106 | COM | $1B | 3.37% | 4,566,251 | -2.2% |
| 17 | RH RH · 74967X103 | COM | $860.73M | 2.90% | 1,290,620 | +26.4% |
| 18 | FARFETCH LTD FTCHQ · 30744W107 | ORD SH CL A | $859.98M | 2.90% | 22,945,132 | +21.6% |
| 19 | DEXCOM INC DXCM · 252131107 | COM | $788.15M | 2.66% | 1,441,227 | -22.9% |
| 20 | ICICI BANK LIMITED IBN · 45104G104 | ADR | $750.09M | 2.53% | 39,750,227 | -7.9% |
| 21 | DATADOG INC DDOG · 23804L103 | CL A COM | $656.81M | 2.21% | 4,646,717 | -20.3% |
| 22 | CARVANA CO CVNA · 146869102 | CL A | $645.99M | 2.18% | 2,142,309 | — |
| 23 | BILIBILI INC BILI · 090040106 | SPONS ADS REP Z | $569.91M | 1.92% | 8,612,782 | New |
| 24 | KE HLDGS INC BEKE · 482497104 | SPONSORED ADS | $551.49M | 1.86% | 30,201,786 | +131.1% |
| 25 | STONECO LTD STNE · G85158106 | COM CL A | $524.03M | 1.77% | 15,093,113 | +70.6% |
| 26 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $489.88M | 1.65% | 784,342 | +9.3% |
| 27 | VICTORIAS SECRET AND CO VSXY · 926400102 | COMMON STOCK | $475.76M | 1.60% | 8,609,543 | New |
| 28 | PVH CORPORATION PVH · 693656100 | COM | $338.96M | 1.14% | 3,297,609 | +21.2% |
| 29 | ASCENDIS PHARMA A/S ASNDUSD · 04351P101 | SPONSORED ADR | $229.04M | 0.77% | 1,436,981 | — |
| 30 | FATE THERAPEUTICS INC FATE · 31189P102 | COM | $130.35M | 0.44% | 2,199,284 | +25.7% |
| 31 | VTEX VTEX · G9470A102 | SHS CL A | $108.5M | 0.37% | 5,274,887 | New |
| 32 | FIGS INC FIGS · 30260D103 | CL A | $92.33M | 0.31% | 2,485,894 | -41.8% |
| 33 | AMPLITUDE INC AMPL · 03213A104 | COM CL A | $88.41M | 0.30% | 1,627,000 | New |
| 34 | NETEASE INC NTES · 64110W102 | SPONSORED ADS | $86.71M | 0.29% | 1,015,388 | New |
| 35 | CONFLUENT INC 8QR · 20717M103 | CLASS A COM | $83.19M | 0.28% | 1,394,644 | +114.6% |
| 36 | MARQETA INC MQ · 57142B104 | CLASS A COM | $57.99M | 0.20% | 2,621,520 | New |
| 37 | ZYMEWORKS INC ZYMEUSD · 98985W102 | COM | $28.36M | 0.10% | 976,735 | — |
| 38 | FORMA THERAPEUTICS HLDGS INC 34633R104 | SHS | $18.55M | 0.06% | 800,000 | — |
| 39 | FRESHWORKS INC FRSH · 358054104 | CLASS A COM | $11.74M | 0.04% | 275,000 | New |
Total filing value: $29.68B