Lone Pine Capital LLC
CIK 0001061165 · As of Q1 2021 · filed May 17, 2021
| SHOP SHOPIFY INC - CLASS A | 6.9% | Reduced −4.6% | 1,712,490 | $1.89B |
| MSFT MICROSOFT CORP | 6.7% | Added +24.0% | 7,824,597 | $1.84B |
| META META PLATFORMS INC-CLASS A | 6.1% | Added +58.4% | 5,662,359 | $1.67B |
| LBEUR L BRANDS INC | 5.9% | Held | 26,265,094 | $1.62B |
| AMZN AMAZON.COM INC | 5.4% | Added +87.4% | 481,744 | $1.49B |
| SNAP SNAP INC - A | 4.6% | Added +23.1% | 24,015,574 | $1.26B |
| ADBE ADOBE INC | 4.5% | Added +29.8% | 2,622,406 | $1.25B |
| UNH UNITEDHEALTH GROUP INC | 4.3% | Reduced −1.1% | 3,146,574 | $1.17B |
| COUPEUR COUPA SOFTWARE INC | 3.8% | Reduced −1.6% | 4,151,913 | $1.06B |
| MELI MERCADOLIBRE INC | 3.8% | Added +19.8% | 715,152 | $1.05B |
| NFLX NETFLIX INC | 3.5% | Reduced −25.4% | 1,828,120 | $953.7M |
| DASH DOORDASH INC - A | 3.2% | Added +197.9% | 6,723,551 | $881.7M |
| GPN GLOBAL PAYMENTS INC | 3.1% | Reduced −32.9% | 4,245,296 | $855.8M |
| DXCM DEXCOM INC | 3.1% | Added +4.6% | 2,373,148 | $852.9M |
| MTCH MATCH GROUP INC | 3.1% | Added +17.8% | 6,204,685 | $852.4M |
| NOW SERVICENOW INC | 2.7% | Added +22.1% | 1,478,725 | $739.5M |
| FTCHQ FARFETCH LTD-CLASS A | 2.6% | Added +69.6% | 13,681,330 | $725.4M |
| MA MASTERCARD INC - A | 2.6% | Reduced −25.3% | 2,031,733 | $723.4M |
| XYZ BLOCK INC | 2.6% | Reduced −25.1% | 3,145,145 | $714.1M |
| IBN ICICI BANK LTD-SPON ADR | 2.5% | New | 43,155,826 | $691.8M |
| CVNA CARVANA CO | 2.3% | Reduced −1.6% | 2,408,209 | $631.9M |
| ATLASSIAN CORP PLC | 2.3% | Reduced −13.1% | 2,974,571 | $626.9M |
| DDOG DATADOG INC - CLASS A | 2.0% | Reduced −7.7% | 6,541,966 | $545.2M |
| WDAY WORKDAY INC-CLASS A | 1.9% | New | 2,153,463 | $535.0M |
| BILI BILIBILI INC-SPONSORED ADR | 1.6% | Reduced −30.0% | 4,200,332 | $449.7M |
| BILL BILL HOLDINGS INC | 1.5% | Added +1.9% | 2,820,713 | $410.4M |
| STNE STONECO LTD-A | 1.5% | Added +2.6% | 6,534,257 | $400.0M |
| NUANEUR NUANCE COMMUNICATIONS INC | 1.4% | Held | 9,009,792 | $393.2M |
| SNOW SNOWFLAKE INC | 1.1% | Added +319.6% | 1,267,426 | $290.6M |
| BPMC BLUEPRINT MEDICINES CORP | 1.0% | Held | 2,709,138 | $263.4M |
| ASCENDIS PHARMA A/S | 0.7% | Added +60.6% | 1,436,981 | $185.2M |
| ARGX ARGENX SE - ADR | 0.5% | Added +1.9% | 546,259 | $150.4M |
| FATE FATE THERAPEUTICS INC | 0.5% | Added +98.0% | 1,749,284 | $144.2M |
| PODD INSULET CORP | 0.4% | New | 380,690 | $99.3M |
| MDB MONGODB INC | 0.1% | Reduced −85.1% | 131,371 | $35.1M |
| ZYMEUSD ZYMEWORKS INC | 0.1% | Held | 976,735 | $30.8M |
| FORMA THERAPEUTICS HLDGS INC | 0.1% | Held | 800,000 | $22.4M |
| XM1EUR QUALTRICS INTERNATIONAL-CL A | 0.1% | New | 650,000 | $21.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DOCU DOCUSIGN INC | 4,056,072 | $901.7M |
| ADSK AUTODESK INC | 2,212,480 | $675.6M |
| HUM HUMANA INC | 1,508,296 | $618.8M |
| FIS FIDELITY NATIONAL INFO SERV | 2,799,907 | $396.1M |
| HWM HOWMET AEROSPACE INC | 7,527,593 | $214.8M |
| AM6 AMICUS THERAPEUTICS INC | 6,678,788 | $154.2M |
| XP XP INC - CLASS A | 80,569 | $3.2M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.