← LONE PINE CAPITAL LLC
Positions
29
Total value
$24.41B
Top 10 concentration
64.9%
New positions
5
Exited positions· 15 vs. Q3 2021
Holdings · 29
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC AMZN · 023135106 | COM | $2.06B | 8.43% | 617,321 | +71.0% |
| 2 | SHOPIFY INC SHOP · 82509L107 | CL A | $1.91B | 7.84% | 1,389,635 | -2.8% |
| 3 | MASTERCARD INCORPORATED MA · 57636Q104 | CL A | $1.73B | 7.10% | 4,822,796 | New |
| 4 | BATH & BODY WORKS INC BBWI · 070830104 | COM | $1.7B | 6.95% | 24,300,268 | — |
| 5 | WORKDAY INC WDAY · 98138H101 | CL A | $1.59B | 6.51% | 5,814,667 | +16.9% |
| 6 | MICROSOFT CORP MSFT · 594918104 | COM | $1.58B | 6.47% | 4,694,472 | — |
| 7 | SNAP INC SNAP · 83304A106 | CL A | $1.57B | 6.45% | 33,478,637 | +47.9% |
| 8 | SERVICENOW INC NOW · 81762P102 | COM | $1.3B | 5.33% | 2,005,586 | -8.6% |
| 9 | DOORDASH INC DASH · 25809K105 | CL A | $1.23B | 5.03% | 8,252,069 | +10.6% |
| 10 | MATCH GROUP INC NEW MTCH · 57667L107 | COM | $1.17B | 4.81% | 8,872,280 | +14.1% |
| 11 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $1.15B | 4.72% | 2,296,087 | -23.6% |
| 12 | VISA INC V · 92826C839 | COM CL A | $1.05B | 4.29% | 4,833,625 | New |
| 13 | RH RH · 74967X103 | COM | $859.59M | 3.52% | 1,603,888 | +24.3% |
| 14 | FARFETCH LTD FTCHQ · 30744W107 | ORD SH CL A | $817.03M | 3.35% | 24,439,933 | +6.5% |
| 15 | KE HLDGS INC BEKE · 482497104 | SPONSORED ADS | $622.86M | 2.55% | 30,957,063 | +2.5% |
| 16 | ADOBE SYSTEMS INCORPORATED ADBE · 00724F101 | COM | $620.2M | 2.54% | 1,093,713 | -44.1% |
| 17 | DATADOG INC DDOG · 23804L103 | CL A COM | $582.9M | 2.39% | 3,272,681 | -29.6% |
| 18 | SNOWFLAKE INC SNOW · 833445109 | CL A | $557.8M | 2.29% | 1,646,640 | New |
| 19 | VICTORIAS SECRET AND CO VSXY · 926400102 | COMMON STOCK | $455.2M | 1.86% | 8,195,810 | -4.8% |
| 20 | NETEASE INC NTES · 64110W102 | SPONSORED ADS | $453.18M | 1.86% | 4,452,541 | +338.5% |
| 21 | CONFLUENT INC 8QR · 20717M103 | CLASS A COM | $335.35M | 1.37% | 4,398,572 | +215.4% |
| 22 | PVH CORPORATION PVH · 693656100 | COM | $326.95M | 1.34% | 3,065,646 | -7.0% |
| 23 | MARQETA INC MQ · 57142B104 | CLASS A COM | $300.08M | 1.23% | 17,476,795 | +566.7% |
| 24 | SWEETGREEN INC SG · 87043Q108 | COM CL A | $145.81M | 0.60% | 4,556,503 | New |
| 25 | AMPLITUDE INC AMPL · 03213A104 | COM CL A | $99.37M | 0.41% | 1,877,000 | +15.4% |
| 26 | AVIDXCHANGE HOLDINGS INC AVDX · 05368X102 | COM | $76.51M | 0.31% | 5,080,632 | New |
| 27 | VTEX VTEX · G9470A102 | SHS CL A | $56.55M | 0.23% | 5,274,887 | — |
| 28 | BLOCK INC XYZ · 852234103 | CL A | $44.8M | 0.18% | 277,372 | -94.8% |
| 29 | FRESHWORKS INC FRSH · 358054104 | CLASS A COM | $7.22M | 0.03% | 275,000 | — |
Total filing value: $24.41B