← LONE PINE CAPITAL LLC
Positions
37
Total value
$17B
Top 10 concentration
49.6%
New positions
8
Exited positions· 2 vs. Q2 2019
Holdings · 37
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $1.22B | 7.17% | 7,292,562 | +24.1% |
| 2 | AMAZON COM INC AMZN · 023135106 | COM | $1.08B | 6.35% | 621,979 | +33.3% |
| 3 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $984.21M | 5.79% | 4,528,854 | +20.1% |
| 4 | ADOBE INC ADBE · 00724F101 | COM | $981.69M | 5.78% | 3,553,638 | -5.1% |
| 5 | MICROSOFT CORP MSFT · 594918104 | COM | $842.46M | 4.96% | 6,059,549 | -17.9% |
| 6 | SALESFORCE COM INC CRM · 79466L302 | COM | $757.75M | 4.46% | 5,104,760 | +73.5% |
| 7 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $668.57M | 3.93% | 1,284,058 | -19.0% |
| 8 | AUTODESK INC ADSK · 052769106 | COM | $665.8M | 3.92% | 4,507,799 | +13.0% |
| 9 | NETFLIX INC NFLX · 64110L106 | COM | $630.26M | 3.71% | 2,355,038 | New |
| 10 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $595.05M | 3.50% | 11,244,387 | +8.9% |
| 11 | TIFFANY & CO NEW TIFEUR · 886547108 | COM | $591.15M | 3.48% | 6,381,880 | -2.9% |
| 12 | GLOBAL PMTS INC GPN · 37940X102 | COM | $581.21M | 3.42% | 3,655,380 | New |
| 13 | DOMINOS PIZZA INC DPZ · 25754A201 | COM | $532.65M | 3.13% | 2,177,742 | +74.6% |
| 14 | IQVIA HLDGS INC IQV · 46266C105 | COM | $530.18M | 3.12% | 3,549,209 | -42.6% |
| 15 | SQUARE INC XYZ · 852234103 | CL A | $496.23M | 2.92% | 8,010,127 | +141.6% |
| 16 | MASTERCARD INC MA · 57636Q104 | CL A | $436.48M | 2.57% | 1,607,257 | -3.8% |
| 17 | EQUIFAX INC EFX · 294429105 | COM | $431.68M | 2.54% | 3,068,747 | New |
| 18 | SERVICENOW INC NOW · 81762P102 | COM | $430.99M | 2.54% | 1,697,825 | +29.5% |
| 19 | SHOPIFY INC SHOP · 82509L107 | CL A | $429.21M | 2.53% | 1,377,171 | -8.4% |
| 20 | S&P GLOBAL INC SPGI · 78409V104 | COM | $422.47M | 2.49% | 1,724,511 | -10.7% |
| 21 | UNION PACIFIC CORP UNP · 907818108 | COM | $416.25M | 2.45% | 2,569,779 | -47.9% |
| 22 | CANADIAN PAC RY LTD 13645T100 | COM | $416.02M | 2.45% | 1,870,085 | -30.9% |
| 23 | BOOKING HLDGS INC BKNG · 09857L108 | COM | $414.62M | 2.44% | 211,257 | -34.3% |
| 24 | HUMANA INC HUM · 444859102 | COM | $406.19M | 2.39% | 1,588,743 | New |
| 25 | FACEBOOK INC META · 30303M102 | CL A | $346.97M | 2.04% | 1,948,388 | -35.1% |
| 26 | MERCADOLIBRE INC MELI · 58733R102 | COM | $319.94M | 1.88% | 580,417 | +21.8% |
| 27 | ATLASSIAN CORP PLC TEAM · G06242104 | CL A | $261.11M | 1.54% | 2,081,512 | +5392.1% |
| 28 | SEA LTD SE · 81141R100 | SPONSORED ADS | $212.39M | 1.25% | 6,862,222 | +11.9% |
| 29 | WORLD WRESTLING ENTMT INC WWEUSD · 98156Q108 | CL A | $210.55M | 1.24% | 2,959,183 | +9.9% |
| 30 | COUPA SOFTWARE INC COUPEUR · 22266L106 | COM | $180.9M | 1.06% | 1,396,116 | +113.9% |
| 31 | D R HORTON INC DHI · 23331A109 | COM | $175.73M | 1.03% | 3,333,812 | -73.2% |
| 32 | CHEWY INC CHWY · 16679L109 | CL A | $124.66M | 0.73% | 5,071,531 | +54.0% |
| 33 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $84.81M | 0.50% | 3,001,420 | — |
| 34 | HERBALIFE NUTRITION LTD HLF · G4412G101 | COM SHS | $79.57M | 0.47% | 2,101,639 | New |
| 35 | MEDALLIA INC MDLA · 584021109 | COM | $20.23M | 0.12% | 737,593 | New |
| 36 | SMARTSHEET INC SMARGBP · 83200N103 | COM CL A | $18.24M | 0.11% | 506,100 | New |
| 37 | TWILIO INC TWLO · 90138F102 | CL A | $1.74M | 0.01% | 15,835 | New |
Total filing value: $17B