← LONE PINE CAPITAL LLC
Positions
25
Total value
$19.44B
Top 10 concentration
59.9%
New positions
11
Exited positions· 17 vs. Q3 2017
- CHARTER COMMUNICATIONS INC N ($1.33B)
- COMCAST CORP NEW ($1.25B)
- BROADCOM LTD ($1.23B)
- QUINTILES IMS HOLDINGS INC ($956M)
- PRICELINE GRP INC ($745.89M)
- EXPEDIA INC DEL ($670.19M)
- MASTERCARD INCORPORATED ($633.62M)
- INTERCONTINENTAL EXCHANGE IN ($601.1M)
- SALESFORCE COM INC ($585.82M)
- EQUINIX INC ($568.43M)
- GRUPO TELEVISA SA ($514.21M)
- T MOBILE US INC ($281.27M)
Holdings · 25
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $1.6B | 8.25% | 9,732,169 | +10.4% |
| 2 | MICROSOFT CORP MSFT · 594918104 | COM | $1.57B | 8.08% | 13,737,471 | +21.3% |
| 3 | ADOBE SYS INC ADBE · 00724F101 | COM | $1.46B | 7.53% | 5,424,771 | +38.0% |
| 4 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $1.34B | 6.91% | 16,138,688 | -18.7% |
| 5 | IQVIA HLDGS INC IQV · 46266C105 | COM | $1.09B | 5.61% | 8,403,439 | New |
| 6 | ALPHABET INC GOOG · 02079K107 | CAP STK CL C | $1.06B | 5.47% | 891,299 | New |
| 7 | ELECTRONIC ARTS INC EA · 285512109 | COM | $946.55M | 4.87% | 7,855,868 | +85.5% |
| 8 | CONSTELLATION BRANDS INC STZ · 21036P108 | CL A | $929.7M | 4.78% | 4,311,764 | -39.1% |
| 9 | CANADIAN PAC RY LTD 13645T100 | COM | $825.88M | 4.25% | 3,896,747 | New |
| 10 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $802.82M | 4.13% | 3,017,661 | -31.5% |
| 11 | WYNN RESORTS LTD WYNN · 983134107 | COM | $756.71M | 3.89% | 5,955,497 | +122.2% |
| 12 | TRANSUNION TRU · 89400J107 | COM | $722.5M | 3.72% | 9,819,201 | -20.5% |
| 13 | AMAZON COM INC AMZN · 023135106 | COM | $698.67M | 3.59% | 348,814 | New |
| 14 | CSX CORP CSX · 126408103 | COM | $698.33M | 3.59% | 9,430,475 | New |
| 15 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $656.41M | 3.38% | 1,763,113 | New |
| 16 | FACEBOOK INC META · 30303M102 | CL A | $635.34M | 3.27% | 3,863,203 | -23.2% |
| 17 | NVIDIA CORP NVDA · 67066G104 | COM | $628.16M | 3.23% | 2,235,268 | New |
| 18 | SERVICENOW INC NOW · 81762P102 | COM | $619.49M | 3.19% | 3,166,637 | -39.9% |
| 19 | MERCADOLIBRE INC MELI · 58733R102 | COM | $607.83M | 3.13% | 1,785,259 | +9.5% |
| 20 | FIRST DATA CORP NEW FDC · 32008D106 | COM CL A | $536.17M | 2.76% | 21,911,495 | New |
| 21 | UNION PAC CORP UNP · 907818108 | COM | $525.1M | 2.70% | 3,224,826 | New |
| 22 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $523.75M | 2.69% | 5,962,509 | -11.2% |
| 23 | FLEETCOR TECHNOLOGIES INC FLT1EUR · 339041105 | COM | $114.85M | 0.59% | 504,075 | -37.1% |
| 24 | SEA LTD SE · 81141R100 | ADR | $54.81M | 0.28% | 3,963,222 | New |
| 25 | NIO INC NIO · 62914V106 | SPON ADS | $18.07M | 0.09% | 3,736,290 | New |
Total filing value: $19.44B