← LONE PINE CAPITAL LLC
Positions
31
Total value
$19.16B
Top 10 concentration
49.8%
New positions
8
Exited positions· 8 vs. Q3 2017
- COMCAST CORP NEW ($1.25B)
- QUINTILES IMS HOLDINGS INC ($956M)
- EXPEDIA INC DEL ($670.19M)
- INTERCONTINENTAL EXCHANGE IN ($601.1M)
- T MOBILE US INC ($281.27M)
- CHARTER COMMUNICATIONS INC N ($254.39M)
- ADVANCE AUTO PARTS INC ($234.01M)
- VANTIV INC ($161.48M)
Holdings · 31
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | CONSTELLATION BRANDS INC STZ · 21036P108 | CL A | $1.11B | 5.81% | 4,869,109 | -31.2% |
| 2 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $1.09B | 5.71% | 6,347,975 | -28.0% |
| 3 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $1.08B | 5.66% | 17,134,499 | -13.6% |
| 4 | ADOBE SYS INC ADBE · 00724F101 | COM | $1.01B | 5.30% | 5,790,528 | +47.3% |
| 5 | IQVIA HLDGS INC IQV · 46266C105 | COM | $966.11M | 5.04% | 9,868,332 | New |
| 6 | PRICELINE GRP INC 741503403 | COM NEW | $959.11M | 5.01% | 551,928 | +35.5% |
| 7 | AMAZON COM INC AMZN · 023135106 | COM | $900.49M | 4.70% | 769,996 | New |
| 8 | MICROSOFT CORP MSFT · 594918104 | COM | $819.88M | 4.28% | 9,584,771 | -15.4% |
| 9 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $802.82M | 4.19% | 3,641,563 | -17.3% |
| 10 | FACEBOOK INC META · 30303M102 | CL A | $776.5M | 4.05% | 4,400,447 | -12.6% |
| 11 | ELECTRONIC ARTS INC EA · 285512109 | COM | $767.8M | 4.01% | 7,308,184 | +72.6% |
| 12 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $698.52M | 3.65% | 9,488,228 | +41.3% |
| 13 | BROADCOM LTD AVGO · Y09827109 | SHS | $632.75M | 3.30% | 2,463,016 | -51.6% |
| 14 | CSX CORP CSX · 126408103 | COM | $626.2M | 3.27% | 11,383,382 | New |
| 15 | ALPHABET INC GOOG · 02079K107 | CAP STK CL C | $625.23M | 3.26% | 597,503 | New |
| 16 | ANHEUSER BUSCH INBEV SA/NV BUD · 03524A108 | SPONSORED ADR | $586.17M | 3.06% | 5,254,307 | +634.3% |
| 17 | TRANSUNION TRU · 89400J107 | COM | $581.07M | 3.03% | 10,572,548 | -14.4% |
| 18 | CHARTER COMMUNICATIONS INC N CHTR · 16119P108 | CL A | $580.45M | 3.03% | 1,727,722 | -52.8% |
| 19 | BLACKROCK INC BLKCHF · 09247X101 | COM | $567.07M | 2.96% | 1,103,870 | New |
| 20 | SERVICENOW INC NOW · 81762P102 | COM | $536.71M | 2.80% | 4,116,193 | -21.9% |
| 21 | MASTERCARD INCORPORATED MA · 57636Q104 | CL A | $508.97M | 2.66% | 3,362,667 | -25.1% |
| 22 | EQUINIX INC EQIX · 29444U700 | COM PAR $0.001 | $508.75M | 2.66% | 1,122,529 | -11.9% |
| 23 | SALESFORCE COM INC CRM · 79466L302 | COM | $497.31M | 2.60% | 4,864,570 | -22.4% |
| 24 | MERCADOLIBRE INC MELI · 58733R102 | COM | $483.79M | 2.53% | 1,537,485 | -5.7% |
| 25 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $387.33M | 2.02% | 1,410,402 | New |
| 26 | GRUPO TELEVISA SA TV · 40049J206 | SPON ADR REP ORD | $375.11M | 1.96% | 20,091,736 | -3.6% |
| 27 | AGILENT TECHNOLOGIES INC A · 00846U101 | COM | $241.6M | 1.26% | 3,607,622 | New |
| 28 | WYNN RESORTS LTD WYNN · 983134107 | COM | $214.12M | 1.12% | 1,270,051 | -52.6% |
| 29 | FLEETCOR TECHNOLOGIES INC FLT1EUR · 339041105 | COM | $154.23M | 0.81% | 801,482 | — |
| 30 | SEA LTD SE · 81141R100 | ADR | $42.97M | 0.22% | 3,223,222 | New |
| 31 | BARCLAYS BK PLC BCS · 06746L422 | IPATH S&P500 VIX | $6.98M | 0.04% | 250,000 | — |
Total filing value: $19.16B