← LONE PINE CAPITAL LLC
Positions
31
Total value
$20.57B
Top 10 concentration
56.2%
New positions
16
Exited positions· 25 vs. Q3 2016
- DOLLAR TREE INC ($1.21B)
- EBAY INC ($1.09B)
- AMAZON COM INC ($1.08B)
- NIKE INC ($918.89M)
- ULTA SALON COSMETCS & FRAG I ($702.2M)
- ALPHABET INC ($655.6M)
- TRANSDIGM GROUP INC ($650.74M)
- MONSTER BEVERAGE CORP NEW ($609.19M)
- YUM BRANDS INC ($569M)
- VULCAN MATLS CO ($568.66M)
- CHENIERE ENERGY INC ($468.33M)
- HILTON WORLDWIDE HLDGS INC ($449.38M)
Holdings · 31
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $1.52B | 7.40% | 8,815,009 | +71.1% |
| 2 | CONSTELLATION BRANDS INC STZ · 21036P108 | CL A | $1.41B | 6.86% | 7,076,082 | +27.1% |
| 3 | CHARTER COMMUNICATIONS INC N CHTR · 16119P108 | CL A | $1.33B | 6.47% | 3,660,652 | -30.3% |
| 4 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $1.28B | 6.22% | 19,839,465 | +14.7% |
| 5 | COMCAST CORP NEW CMCSA · 20030N101 | CL A | $1.25B | 6.10% | 32,595,590 | New |
| 6 | BROADCOM LTD AVGO · Y09827109 | SHS | $1.23B | 6.00% | 5,090,360 | +95.3% |
| 7 | QUINTILES IMS HOLDINGS INC 74876Y101 | COM | $956M | 4.65% | 10,055,780 | New |
| 8 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $862.27M | 4.19% | 4,402,726 | New |
| 9 | FACEBOOK INC META · 30303M102 | CL A | $859.86M | 4.18% | 5,032,256 | -19.4% |
| 10 | MICROSOFT CORP MSFT · 594918104 | COM | $843.96M | 4.10% | 11,329,847 | -21.9% |
| 11 | PRICELINE GRP INC 741503403 | COM NEW | $745.89M | 3.63% | 407,409 | -29.1% |
| 12 | EXPEDIA INC DEL EXPE · 30212P303 | COM NEW | $670.19M | 3.26% | 4,656,018 | -34.8% |
| 13 | MASTERCARD INCORPORATED MA · 57636Q104 | CL A | $633.62M | 3.08% | 4,487,369 | New |
| 14 | SERVICENOW INC NOW · 81762P102 | COM | $619.57M | 3.01% | 5,271,621 | New |
| 15 | INTERCONTINENTAL EXCHANGE IN ICE · 45866F104 | COM | $601.1M | 2.92% | 8,749,665 | +624.8% |
| 16 | ADOBE SYS INC ADBE · 00724F101 | COM | $586.56M | 2.85% | 3,931,896 | -14.9% |
| 17 | SALESFORCE COM INC CRM · 79466L302 | COM | $585.82M | 2.85% | 6,270,806 | New |
| 18 | TRANSUNION TRU · 89400J107 | COM | $583.46M | 2.84% | 12,345,757 | New |
| 19 | EQUINIX INC EQIX · 29444U700 | COM PAR $0.001 | $568.43M | 2.76% | 1,273,652 | -29.2% |
| 20 | GRUPO TELEVISA SA TV · 40049J206 | SPON ADR REP ORD | $514.21M | 2.50% | 20,843,467 | +15.3% |
| 21 | ELECTRONIC ARTS INC EA · 285512109 | COM | $499.88M | 2.43% | 4,234,102 | -50.9% |
| 22 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $429.85M | 2.09% | 6,713,230 | New |
| 23 | MERCADOLIBRE INC MELI · 58733R102 | COM | $422.19M | 2.05% | 1,630,524 | New |
| 24 | WYNN RESORTS LTD WYNN · 983134107 | COM | $399.13M | 1.94% | 2,680,127 | New |
| 25 | T MOBILE US INC TMUS · 872590104 | COM | $281.27M | 1.37% | 4,561,573 | New |
| 26 | CHARTER COMMUNICATIONS INC N 16119P108 · Call | CL A | $254.39M | 1.24% | 700,000 | New |
| 27 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $234.01M | 1.14% | 2,358,917 | New |
| 28 | VANTIV INC 92210H105 | CL A | $161.48M | 0.79% | 2,291,437 | New |
| 29 | FLEETCOR TECHNOLOGIES INC FLT1EUR · 339041105 | COM | $124.05M | 0.60% | 801,482 | -83.6% |
| 30 | ANHEUSER BUSCH INBEV SA/NV BUD · 03524A108 | SPONSORED ADR | $85.37M | 0.42% | 715,551 | New |
| 31 | BARCLAYS BK PLC BCS · 06746L422 | IPATH S&P500 VIX | $9.8M | 0.05% | 250,000 | New |
Total filing value: $20.57B