← LONE PINE CAPITAL LLC
Positions
31
Total value
$16.08B
Top 10 concentration
54.8%
New positions
6
Exited positions· 4 vs. Q1 2019
Holdings · 31
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ADOBE INC ADBE · 00724F101 | COM | $1.1B | 6.86% | 3,743,938 | -17.3% |
| 2 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $995.63M | 6.19% | 5,875,662 | +4.2% |
| 3 | IQVIA HLDGS INC IQV · 46266C105 | COM | $995.31M | 6.19% | 6,185,907 | -19.7% |
| 4 | MICROSOFT CORP MSFT · 594918104 | COM | $989.23M | 6.15% | 7,384,511 | -18.3% |
| 5 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $920.47M | 5.72% | 3,772,254 | +5.5% |
| 6 | AMAZON COM INC AMZN · 023135106 | COM | $883.4M | 5.49% | 466,511 | -28.4% |
| 7 | UNION PACIFIC CORP UNP · 907818108 | COM | $833.86M | 5.18% | 4,930,899 | +48.8% |
| 8 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $767.07M | 4.77% | 1,585,504 | -4.6% |
| 9 | WYNN RESORTS LTD WYNN · 983134107 | COM | $670.38M | 4.17% | 5,406,697 | -9.2% |
| 10 | AUTODESK INC ADSK · 052769106 | COM | $649.95M | 4.04% | 3,989,892 | +16.0% |
| 11 | CANADIAN PAC RY LTD 13645T100 | COM | $636.56M | 3.96% | 2,706,006 | -15.9% |
| 12 | TIFFANY & CO NEW TIFEUR · 886547108 | COM | $615.22M | 3.82% | 6,570,002 | -3.0% |
| 13 | BOOKING HLDGS INC BKNG · 09857L108 | COM | $602.52M | 3.75% | 321,396 | — |
| 14 | FACEBOOK INC META · 30303M102 | CL A | $579.41M | 3.60% | 3,002,136 | -38.0% |
| 15 | D R HORTON INC DHI · 23331A109 | COM | $536.12M | 3.33% | 12,430,413 | +89.3% |
| 16 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $487.32M | 3.03% | 10,324,534 | New |
| 17 | SHOPIFY INC SHOP · 82509L107 | CL A | $451.06M | 2.80% | 1,502,771 | +3656.9% |
| 18 | SALESFORCE COM INC CRM · 79466L302 | COM | $446.35M | 2.77% | 2,941,733 | +50.1% |
| 19 | MASTERCARD INC MA · 57636Q104 | CL A | $442.02M | 2.75% | 1,670,957 | -40.1% |
| 20 | S&P GLOBAL INC SPGI · 78409V104 | COM | $439.75M | 2.73% | 1,930,511 | -37.6% |
| 21 | SERVICENOW INC NOW · 81762P102 | COM | $360.11M | 2.24% | 1,311,525 | -23.1% |
| 22 | DOMINOS PIZZA INC DPZ · 25754A201 | COM | $347.09M | 2.16% | 1,247,255 | New |
| 23 | MERCADOLIBRE INC MELI · 58733R102 | COM | $291.43M | 1.81% | 476,373 | -28.6% |
| 24 | SQUARE INC XYZ · 852234103 | CL A | $240.43M | 1.49% | 3,314,831 | +2662.4% |
| 25 | SEA LTD SE · 81141R100 | SPONSORED ADS | $203.78M | 1.27% | 6,134,122 | -15.5% |
| 26 | WORLD WRESTLING ENTMT INC WWEUSD · 98156Q108 | CL A | $194.41M | 1.21% | 2,692,308 | +1613.9% |
| 27 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $125.2M | 0.78% | 3,001,420 | New |
| 28 | CHEWY INC CHWY · 16679L109 | CL A | $115.25M | 0.72% | 3,292,923 | New |
| 29 | COUPA SOFTWARE INC COUPEUR · 22266L106 | COM | $82.65M | 0.51% | 652,824 | New |
| 30 | STONECO LTD STNE · G85158106 | COM CL A | $74.79M | 0.46% | 2,528,303 | +21.7% |
| 31 | ATLASSIAN CORP PLC TEAM · G06242104 | CL A | $4.96M | 0.03% | 37,900 | New |
Total filing value: $16.08B