← LONE PINE CAPITAL LLC
Positions
28
Total value
$18.91B
Top 10 concentration
54.3%
New positions
3
Exited positions· 5 vs. Q1 2018
Holdings · 28
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP MSFT · 594918104 | COM | $1.23B | 6.52% | 12,504,471 | +3.5% |
| 2 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $1.19B | 6.27% | 6,394,697 | +6.9% |
| 3 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $1.09B | 5.75% | 14,257,637 | -2.0% |
| 4 | ADOBE SYS INC ADBE · 00724F101 | COM | $1.09B | 5.75% | 4,456,362 | -21.1% |
| 5 | BOOKING HLDGS INC BKNG · 09857L108 | COM | $1.08B | 5.69% | 531,060 | +4.6% |
| 6 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $1.01B | 5.35% | 4,121,415 | -3.1% |
| 7 | IQVIA HLDGS INC IQV · 46266C105 | COM | $1.01B | 5.34% | 10,120,122 | +2.3% |
| 8 | ELECTRONIC ARTS INC EA · 285512109 | COM | $890.88M | 4.71% | 6,317,420 | -11.5% |
| 9 | CONSTELLATION BRANDS INC STZ · 21036P108 | CL A | $848.74M | 4.49% | 3,877,836 | -20.0% |
| 10 | CSX CORP CSX · 126408103 | COM | $841.4M | 4.45% | 13,192,235 | -1.3% |
| 11 | ALPHABET INC GOOG · 02079K107 | CAP STK CL C | $733.88M | 3.88% | 657,803 | +1.2% |
| 12 | TRANSUNION TRU · 89400J107 | COM | $725.7M | 3.84% | 10,129,801 | -13.7% |
| 13 | AMAZON COM INC AMZN · 023135106 | COM | $721.91M | 3.82% | 424,704 | -26.5% |
| 14 | FACEBOOK INC META · 30303M102 | CL A | $661.57M | 3.50% | 3,404,550 | -55.8% |
| 15 | MERCADOLIBRE INC MELI · 58733R102 | COM | $649.44M | 3.43% | 2,172,531 | +33.8% |
| 16 | WYNN RESORTS LTD WYNN · 983134107 | COM | $635.63M | 3.36% | 3,798,454 | +68.0% |
| 17 | DOLLAR TREE INC DLTR · 256746108 | COM | $614.85M | 3.25% | 7,233,575 | +14.0% |
| 18 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $608.07M | 3.22% | 1,761,813 | +24.9% |
| 19 | SBA COMMUNICATIONS CORP NEW SBAC · 78410G104 | CL A | $579.27M | 3.06% | 3,508,194 | +3.6% |
| 20 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $526.32M | 2.78% | 6,320,681 | -40.7% |
| 21 | CANADIAN PAC RY LTD 13645T100 | COM | $523.73M | 2.77% | 2,861,578 | New |
| 22 | SERVICENOW INC NOW · 81762P102 | COM | $519.87M | 2.75% | 3,014,253 | +12.6% |
| 23 | NVIDIA CORP NVDA · 67066G104 | COM | $505.73M | 2.67% | 2,134,768 | New |
| 24 | FLEETCOR TECHNOLOGIES INC FLT1EUR · 339041105 | COM | $213.39M | 1.13% | 1,012,996 | -12.0% |
| 25 | SQUARE INC XYZ · 852234103 | CL A | $166.09M | 0.88% | 2,694,573 | — |
| 26 | MOHAWK INDS INC MHK · 608190104 | COM | $102.22M | 0.54% | 477,072 | New |
| 27 | PAGSEGURO DIGITAL LTD PAGS · G68707101 | COM CL A | $88.5M | 0.47% | 3,189,119 | +75.0% |
| 28 | SEA LTD SE · 81141R100 | ADR | $59.45M | 0.31% | 3,963,222 | — |
Total filing value: $18.91B