Lone Pine Capital LLC
CIK 0001061165 · As of Q1 2022 · filed May 16, 2022
| MSFT MICROSOFT CORP | 9.2% | Added +6.4% | 4,997,089 | $1.54B |
| AMZN AMAZON.COM INC | 8.6% | Reduced −27.8% | 445,798 | $1.45B |
| WDAY WORKDAY INC-CLASS A | 7.3% | Reduced −11.9% | 5,122,512 | $1.23B |
| NOW SERVICENOW INC | 6.6% | Reduced −1.3% | 1,979,148 | $1.10B |
| BBWI BATH & BODY WORKS INC | 6.3% | Reduced −8.6% | 22,221,713 | $1.06B |
| MA MASTERCARD INC - A | 5.1% | Reduced −49.8% | 2,419,160 | $864.6M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 5.0% | New | 7,981,414 | $832.1M |
| META META PLATFORMS INC-CLASS A | 4.8% | New | 3,662,065 | $814.3M |
| V VISA INC-CLASS A SHARES | 4.5% | Reduced −28.8% | 3,442,381 | $763.4M |
| SHOP SHOPIFY INC - CLASS A | 4.2% | Reduced −25.6% | 1,034,303 | $699.1M |
| MTCH MATCH GROUP INC | 4.0% | Reduced −30.1% | 6,201,440 | $674.3M |
| SNAP SNAP INC - A | 4.0% | Reduced −44.9% | 18,461,748 | $664.4M |
| RH RH | 3.3% | Added +6.6% | 1,709,193 | $557.4M |
| DASH DOORDASH INC - A | 3.2% | Reduced −44.8% | 4,554,779 | $533.8M |
| DDOG DATADOG INC - CLASS A | 2.7% | Reduced −9.4% | 2,965,288 | $449.2M |
| UNH UNITEDHEALTH GROUP INC | 2.6% | Reduced −62.3% | 865,578 | $441.4M |
| ATLASSIAN CORP PLC | 2.4% | New | 1,401,024 | $411.7M |
| XYZ BLOCK INC | 2.4% | Added +975.9% | 2,984,115 | $404.6M |
| VSXY VICTORIA'S SECRET & CO | 2.3% | Reduced −9.8% | 7,396,702 | $379.9M |
| DKS DICK'S SPORTING GOODS INC | 2.2% | New | 3,731,656 | $373.2M |
| BILL BILL HOLDINGS INC | 1.8% | New | 1,365,353 | $309.6M |
| TMO THERMO FISHER SCIENTIFIC INC | 1.8% | New | 520,709 | $307.6M |
| FTCHQ FARFETCH LTD-CLASS A | 1.5% | Reduced −29.6% | 17,201,243 | $260.1M |
| HUBS HUBSPOT INC | 1.3% | New | 446,951 | $212.3M |
| MARQETA INC | 1.1% | Reduced −5.0% | 16,609,826 | $183.4M |
| SG SWEETGREEN INC - CLASS A | 0.9% | Held | 4,556,503 | $145.8M |
| FCNCA FIRST CITIZENS BCSHS -CL A | 0.4% | New | 91,634 | $61.0M |
| AVDX AVIDXCHANGE HOLDINGS INC | 0.2% | Held | 5,080,632 | $40.9M |
| VTEX VTEX -CLASS A | 0.2% | Held | 5,274,887 | $32.4M |
| PROSHARES TR II PUT | 0.0% | New | 500,000 | $8.3M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BEKE KE HOLDINGS INC-ADR | 30,957,063 | $622.9M |
| ADBE ADOBE INC | 1,093,713 | $620.2M |
| SNOW SNOWFLAKE INC | 1,646,640 | $557.8M |
| NTES NETEASE INC-ADR | 4,452,541 | $453.2M |
| 8QR CONFLUENT INC-CLASS A | 4,398,572 | $335.3M |
| PVH PVH CORP | 3,065,646 | $327.0M |
| AMPL AMPLITUDE INC-CLASS A | 1,877,000 | $99.4M |
| FRSH FRESHWORKS INC-CL A | 275,000 | $7.2M |
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.