Lone Pine Capital LLC
CIK 0001061165 · As of Q2 2021 · filed Nov 15, 2021
| SHOP SHOPIFY INC - CLASS A | 7.7% | Reduced −4.7% | 1,632,550 | $2.39B |
| LBEUR L BRANDS INC | 6.1% | Held | 26,265,094 | $1.89B |
| META META PLATFORMS INC-CLASS A | 5.6% | Reduced −11.9% | 4,985,709 | $1.73B |
| AMZN AMAZON.COM INC | 5.4% | Added +0.6% | 484,741 | $1.67B |
| SNAP SNAP INC - A | 5.0% | Reduced −4.5% | 22,942,282 | $1.56B |
| MSFT MICROSOFT CORP | 4.6% | Reduced −32.6% | 5,275,472 | $1.43B |
| ADBE ADOBE INC | 4.6% | Reduced −7.8% | 2,416,952 | $1.42B |
| XYZ BLOCK INC | 4.5% | Added +81.7% | 5,715,271 | $1.39B |
| NOW SERVICENOW INC | 4.4% | Added +67.0% | 2,468,798 | $1.36B |
| DASH DOORDASH INC - A | 4.3% | Added +11.0% | 7,460,157 | $1.33B |
| MTCH MATCH GROUP INC | 4.0% | Added +24.8% | 7,746,500 | $1.25B |
| COUPEUR COUPA SOFTWARE INC | 3.9% | Added +12.5% | 4,669,637 | $1.22B |
| UNH UNITEDHEALTH GROUP INC | 3.9% | Reduced −4.5% | 3,005,990 | $1.20B |
| GPN GLOBAL PAYMENTS INC | 3.3% | Added +30.6% | 5,542,294 | $1.04B |
| FTCHQ FARFETCH LTD-CLASS A | 3.1% | Added +37.9% | 18,866,886 | $950.1M |
| MRNA MODERNA INC | 3.0% | New | 3,990,897 | $937.8M |
| WDAY WORKDAY INC-CLASS A | 2.6% | Added +59.2% | 3,427,366 | $818.2M |
| DXCM DEXCOM INC | 2.6% | Reduced −21.3% | 1,868,287 | $797.8M |
| IBN ICICI BANK LTD-SPON ADR | 2.4% | Held | 43,155,826 | $738.0M |
| RH RH | 2.2% | New | 1,020,825 | $693.1M |
| TWTR TWITTER INC | 2.2% | New | 9,902,947 | $681.4M |
| MA MASTERCARD INC - A | 2.1% | Reduced −11.2% | 1,803,798 | $658.5M |
| CVNA CARVANA CO | 2.1% | Reduced −11.0% | 2,142,309 | $646.6M |
| BEKE KE HOLDINGS INC-ADR | 2.0% | New | 13,069,217 | $623.1M |
| DDOG DATADOG INC - CLASS A | 2.0% | Reduced −10.9% | 5,831,385 | $606.9M |
| STNE STONECO LTD-A | 1.9% | Added +35.4% | 8,846,433 | $593.2M |
| TDG TRANSDIGM GROUP INC | 1.5% | New | 717,463 | $464.4M |
| PVH PVH CORP | 0.9% | New | 2,719,709 | $292.6M |
| FIGS FIGS INC-CLASS A | 0.7% | New | 4,274,577 | $214.2M |
| ASCENDIS PHARMA A/S | 0.6% | Held | 1,436,981 | $189.0M |
| FATE FATE THERAPEUTICS INC | 0.5% | Held | 1,749,284 | $151.8M |
| ZYMEUSD ZYMEWORKS INC | 0.1% | Held | 976,735 | $33.9M |
| 8QR CONFLUENT INC-CLASS A | 0.1% | New | 650,000 | $30.9M |
| FORMA THERAPEUTICS HLDGS INC | 0.1% | Held | 800,000 | $19.9M |
| S SENTINELONE INC -CLASS A | 0.0% | New | 175,000 | $7.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MELI MERCADOLIBRE INC | 715,152 | $1.05B |
| NFLX NETFLIX INC | 1,828,120 | $953.7M |
| ATLASSIAN CORP PLC | 2,974,571 | $626.9M |
| BILI BILIBILI INC-SPONSORED ADR | 4,200,332 | $449.7M |
| BILL BILL HOLDINGS INC | 2,820,713 | $410.4M |
| NUANEUR NUANCE COMMUNICATIONS INC | 9,009,792 | $393.2M |
| SNOW SNOWFLAKE INC | 1,267,426 | $290.6M |
| BPMC BLUEPRINT MEDICINES CORP | 2,709,138 | $263.4M |
| ARGX ARGENX SE - ADR | 546,259 | $150.4M |
| PODD INSULET CORP | 380,690 | $99.3M |
| MDB MONGODB INC | 131,371 | $35.1M |
| XM1EUR QUALTRICS INTERNATIONAL-CL A | 650,000 | $21.4M |
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.