Lone Pine Capital LLC
CIK 0001061165 · As of Q2 2019 · filed Aug 14, 2019
| ADBE ADOBE INC | 6.9% | Reduced −17.3% | 3,743,938 | $1.10B |
| BABA ALIBABA GROUP HOLDING-SP ADR | 6.2% | Added +4.2% | 5,875,662 | $995.6M |
| IQV IQVIA HOLDINGS INC | 6.2% | Reduced −19.7% | 6,185,907 | $995.3M |
| MSFT MICROSOFT CORP | 6.2% | Reduced −18.3% | 7,384,511 | $989.2M |
| UNH UNITEDHEALTH GROUP INC | 5.7% | Added +5.5% | 3,772,254 | $920.5M |
| AMZN AMAZON.COM INC | 5.5% | Reduced −28.4% | 466,511 | $883.4M |
| UNP UNION PACIFIC CORP | 5.2% | Added +48.8% | 4,930,899 | $833.9M |
| TDG TRANSDIGM GROUP INC | 4.8% | Reduced −4.6% | 1,585,504 | $767.1M |
| WYNN WYNN RESORTS LTD | 4.2% | Reduced −9.2% | 5,406,697 | $670.4M |
| ADSK AUTODESK INC | 4.0% | Added +16.0% | 3,989,892 | $650.0M |
| CANADIAN PAC RY LTD | 4.0% | Reduced −15.9% | 2,706,006 | $636.6M |
| TIFEUR TIFFANY & CO | 3.8% | Reduced −3.0% | 6,570,002 | $615.2M |
| BKNG BOOKING HOLDINGS INC | 3.7% | Held | 321,396 | $602.5M |
| META META PLATFORMS INC-CLASS A | 3.6% | Reduced −38.0% | 3,002,136 | $579.4M |
| DHI DR HORTON INC | 3.3% | Added +89.3% | 12,430,413 | $536.1M |
| AIY ACTIVISION BLIZZARD INC | 3.0% | New | 10,324,534 | $487.3M |
| SHOP SHOPIFY INC - CLASS A | 2.8% | Added +3656.9% | 1,502,771 | $451.1M |
| CRM SALESFORCE INC | 2.8% | Added +50.1% | 2,941,733 | $446.3M |
| MA MASTERCARD INC - A | 2.7% | Reduced −40.1% | 1,670,957 | $442.0M |
| SPGI S&P GLOBAL INC | 2.7% | Reduced −37.6% | 1,930,511 | $439.8M |
| NOW SERVICENOW INC | 2.2% | Reduced −23.1% | 1,311,525 | $360.1M |
| DPZ DOMINO'S PIZZA INC | 2.2% | New | 1,247,255 | $347.1M |
| MELI MERCADOLIBRE INC | 1.8% | Reduced −28.6% | 476,373 | $291.4M |
| XYZ BLOCK INC | 1.5% | Added +2662.4% | 3,314,831 | $240.4M |
| SE SEA LTD-ADR | 1.3% | Reduced −15.5% | 6,134,122 | $203.8M |
| WWEUSD WORLD WRESTLING ENTERTAIN-A | 1.2% | Added +1613.9% | 2,692,308 | $194.4M |
| UBER UBER TECHNOLOGIES INC | 0.8% | New | 3,001,420 | $125.2M |
| CHWY CHEWY INC - CLASS A | 0.7% | New | 3,292,923 | $115.3M |
| COUPEUR COUPA SOFTWARE INC | 0.5% | New | 652,824 | $82.7M |
| STNE STONECO LTD-A | 0.5% | Added +21.7% | 2,528,303 | $74.8M |
| ATLASSIAN CORP PLC | 0.0% | New | 37,900 | $5.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| STZ CONSTELLATION BRANDS INC-A | 4,932,455 | $864.8M |
| CSX CSX CORP | 7,998,686 | $598.5M |
| GOOG ALPHABET INC-CL C | 444,419 | $521.4M |
| TRU TRANSUNION | 6,435,350 | $430.1M |
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.