← LONE PINE CAPITAL LLC
Positions
25
Total value
$14.77B
Top 10 concentration
60.8%
New positions
6
Exited positions· 6 vs. Q3 2018
Holdings · 25
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ADOBE INC ADBE · 00724F101 | COM | $1.16B | 7.85% | 5,127,799 | -5.5% |
| 2 | AMAZON COM INC AMZN · 023135106 | COM | $1.11B | 7.54% | 741,661 | +112.6% |
| 3 | MICROSOFT CORP MSFT · 594918104 | COM | $1.03B | 6.94% | 10,097,064 | -26.5% |
| 4 | IQVIA HLDGS INC IQV · 46266C105 | COM | $895.46M | 6.06% | 7,708,139 | -8.3% |
| 5 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $890.53M | 6.03% | 3,574,718 | +18.5% |
| 6 | FACEBOOK INC META · 30303M102 | CL A | $874.34M | 5.92% | 6,669,767 | +72.6% |
| 7 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $851.25M | 5.76% | 6,210,334 | -36.2% |
| 8 | CONSTELLATION BRANDS INC STZ · 21036P108 | CL A | $829.86M | 5.62% | 5,160,154 | +19.7% |
| 9 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $729.82M | 4.94% | 15,671,412 | -2.9% |
| 10 | CANADIAN PAC RY LTD 13645T100 | COM | $615.61M | 4.17% | 3,465,872 | -11.1% |
| 11 | BOOKING HLDGS INC BKNG · 09857L108 | COM | $608.87M | 4.12% | 353,496 | New |
| 12 | CSX CORP CSX · 126408103 | COM | $599.27M | 4.06% | 9,645,475 | +2.3% |
| 13 | WYNN RESORTS LTD WYNN · 983134107 | COM | $589.06M | 3.99% | 5,955,497 | — |
| 14 | TRANSUNION TRU · 89400J107 | COM | $575.09M | 3.89% | 10,124,771 | +3.1% |
| 15 | MASTERCARD INCORPORATED MA · 57636Q104 | CL A | $555.5M | 3.76% | 2,944,587 | New |
| 16 | TIFFANY & CO NEW TIFEUR · 886547108 | COM | $545.54M | 3.69% | 6,776,002 | New |
| 17 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $517.75M | 3.51% | 1,522,520 | -13.6% |
| 18 | AUTODESK INC ADSK · 052769106 | COM | $493.38M | 3.34% | 3,836,207 | New |
| 19 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $484.57M | 3.28% | 5,762,509 | -3.4% |
| 20 | SERVICENOW INC NOW · 81762P102 | COM | $470.43M | 3.18% | 2,642,117 | -16.6% |
| 21 | MERCADOLIBRE INC MELI · 58733R102 | COM | $132.01M | 0.89% | 450,784 | -74.7% |
| 22 | SALESFORCE COM INC CRM · 79466L302 | COM | $90.13M | 0.61% | 658,000 | New |
| 23 | STONECO LTD STNE · G85158106 | COM CL A | $57.47M | 0.39% | 3,116,475 | New |
| 24 | SEA LTD SE · 81141R100 | ADR | $44.86M | 0.30% | 3,963,222 | — |
| 25 | NIO INC NIO · 62914V106 | SPON ADS | $20.44M | 0.14% | 3,736,290 | — |
Total filing value: $14.77B