← LONE PINE CAPITAL LLC
Positions
33
Total value
$19.67B
Top 10 concentration
56.5%
New positions
11
Exited positions· 12 vs. Q1 2017
- NIKE INC ($1.07B)
- ELECTRONIC ARTS INC ($696.46M)
- VISA INC ($547.96M)
- PRICELINE GRP INC ($528.81M)
- DOLLAR TREE INC ($513.47M)
- RICE ENERGY INC ($324.8M)
- COMMSCOPE HLDG CO INC ($309.78M)
- SHIRE PLC ($298.68M)
- ALIGN TECHNOLOGY INC ($284.08M)
- ENCANA CORP ($274.79M)
- HUMANA INC ($244.09M)
- HDFC BANK LTD ($98.71M)
Holdings · 33
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $1.64B | 8.36% | 11,666,798 | +17.9% |
| 2 | CHARTER COMMUNICATIONS INC N CHTR · 16119P108 | CL A | $1.47B | 7.45% | 4,353,832 | -23.2% |
| 3 | CONSTELLATION BRANDS INC STZ · 21036P108 | CL A | $1.27B | 6.48% | 6,576,776 | -9.4% |
| 4 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $1.24B | 6.30% | 21,535,165 | -13.2% |
| 5 | BROADCOM LTD AVGO · Y09827109 | SHS | $1.24B | 6.30% | 5,319,591 | — |
| 6 | FLEETCOR TECHNOLOGIES INC FLT1EUR · 339041105 | COM | $945.37M | 4.81% | 6,555,504 | +45.6% |
| 7 | FACEBOOK INC META · 30303M102 | CL A | $931.25M | 4.73% | 6,168,049 | +20.8% |
| 8 | QUINTILES IMS HOLDINGS INC 74876Y101 | COM | $899.99M | 4.57% | 10,055,780 | +68.3% |
| 9 | COMCAST CORP NEW CMCSA · 20030N101 | CL A | $795.46M | 4.04% | 20,438,394 | +48.8% |
| 10 | EXPEDIA INC DEL EXPE · 30212P303 | COM NEW | $673.79M | 3.42% | 4,523,614 | +113.2% |
| 11 | MICROSOFT CORP MSFT · 594918104 | COM | $667.78M | 3.39% | 9,687,742 | New |
| 12 | O REILLY AUTOMOTIVE INC NEW ORLY · 67103H107 | COM | $621.48M | 3.16% | 2,841,170 | New |
| 13 | SYMANTEC CORP SYMCEUR · 871503108 | COM | $595.65M | 3.03% | 21,085,032 | -20.3% |
| 14 | MASTERCARD INCORPORATED MA · 57636Q104 | CL A | $563.69M | 2.87% | 4,641,369 | New |
| 15 | CSX CORP CSX · 126408103 | COM | $562.78M | 2.86% | 10,314,868 | -28.3% |
| 16 | ADOBE SYS INC ADBE · 00724F101 | COM | $556.13M | 2.83% | 3,931,896 | -18.3% |
| 17 | EQUINIX INC EQIX · 29444U700 | COM PAR $0.001 | $546.6M | 2.78% | 1,273,652 | -11.0% |
| 18 | GRUPO TELEVISA SA TV · 40049J206 | SPON ADR REP ORD | $500.45M | 2.54% | 20,535,367 | +11.4% |
| 19 | T MOBILE US INC TMUS · 872590104 | COM | $431.83M | 2.20% | 7,123,517 | +19.2% |
| 20 | INTERCONTINENTAL EXCHANGE IN ICE · 45866F104 | COM | $419.05M | 2.13% | 6,356,905 | New |
| 21 | ULTA BEAUTY INC ULTA · 90384S303 | COM | $413.39M | 2.10% | 1,438,673 | -5.6% |
| 22 | TRANSUNION TRU · 89400J107 | COM | $385.68M | 1.96% | 8,905,062 | New |
| 23 | SERVICENOW INC NOW · 81762P102 | COM | $341.42M | 1.74% | 3,220,940 | New |
| 24 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $316.21M | 1.61% | 1,705,353 | New |
| 25 | ARISTA NETWORKS INC ANET · 040413106 | COM | $276.46M | 1.41% | 1,845,638 | +45.6% |
| 26 | ALTICE USA INC OPTU · 02156K103 | CL A | $271.18M | 1.38% | 8,395,511 | New |
| 27 | CHENIERE ENERGY INC LNG · 16411R208 | COM NEW | $252.63M | 1.28% | 5,186,332 | — |
| 28 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $238.88M | 1.21% | 2,048,852 | New |
| 29 | SALESFORCE COM INC CRM · 79466L302 | COM | $229.35M | 1.17% | 2,648,428 | New |
| 30 | SNAP INC SNAP · 83304A106 | CL A | $130.49M | 0.66% | 7,599,408 | +324.5% |
| 31 | ALBEMARLE CORP ALB · 012653101 | COM | $122.26M | 0.62% | 1,158,452 | -41.3% |
| 32 | LIBERTY MEDIA CORP DELAWARE FWONKUSD · 531229854 | COM SER C FRMLA | $106.92M | 0.54% | 2,919,817 | New |
| 33 | BARCLAYS BK PLC BCS · 06740Q252 | IPATH S&P500 VIX | $12.76M | 0.06% | 1,000,000 | +25.0% |
Total filing value: $19.67B