Lone Pine Capital LLC
CIK 0001061165 · As of Q3 2019 · filed Nov 14, 2019
| BABA ALIBABA GROUP HOLDING-SP ADR | 7.2% | Added +24.1% | 7,292,562 | $1.22B |
| AMZN AMAZON.COM INC | 6.4% | Added +33.3% | 621,979 | $1.08B |
| UNH UNITEDHEALTH GROUP INC | 5.8% | Added +20.1% | 4,528,854 | $984.2M |
| ADBE ADOBE INC | 5.8% | Reduced −5.1% | 3,553,638 | $981.7M |
| MSFT MICROSOFT CORP | 5.0% | Reduced −17.9% | 6,059,549 | $842.5M |
| CRM SALESFORCE INC | 4.5% | Added +73.5% | 5,104,760 | $757.8M |
| TDG TRANSDIGM GROUP INC | 3.9% | Reduced −19.0% | 1,284,058 | $668.6M |
| ADSK AUTODESK INC | 3.9% | Added +13.0% | 4,507,799 | $665.8M |
| NFLX NETFLIX INC | 3.7% | New | 2,355,038 | $630.3M |
| AIY ACTIVISION BLIZZARD INC | 3.5% | Added +8.9% | 11,244,387 | $595.1M |
| TIFEUR TIFFANY & CO | 3.5% | Reduced −2.9% | 6,381,880 | $591.2M |
| GPN GLOBAL PAYMENTS INC | 3.4% | New | 3,655,380 | $581.2M |
| DPZ DOMINO'S PIZZA INC | 3.1% | Added +74.6% | 2,177,742 | $532.7M |
| IQV IQVIA HOLDINGS INC | 3.1% | Reduced −42.6% | 3,549,209 | $530.2M |
| XYZ BLOCK INC | 2.9% | Added +141.6% | 8,010,127 | $496.2M |
| MA MASTERCARD INC - A | 2.6% | Reduced −3.8% | 1,607,257 | $436.5M |
| EFX EQUIFAX INC | 2.5% | New | 3,068,747 | $431.7M |
| NOW SERVICENOW INC | 2.5% | Added +29.5% | 1,697,825 | $431.0M |
| SHOP SHOPIFY INC - CLASS A | 2.5% | Reduced −8.4% | 1,377,171 | $429.2M |
| SPGI S&P GLOBAL INC | 2.5% | Reduced −10.7% | 1,724,511 | $422.5M |
| UNP UNION PACIFIC CORP | 2.4% | Reduced −47.9% | 2,569,779 | $416.3M |
| CANADIAN PAC RY LTD | 2.4% | Reduced −30.9% | 1,870,085 | $416.0M |
| BKNG BOOKING HOLDINGS INC | 2.4% | Reduced −34.3% | 211,257 | $414.6M |
| HUM HUMANA INC | 2.4% | New | 1,588,743 | $406.2M |
| META META PLATFORMS INC-CLASS A | 2.0% | Reduced −35.1% | 1,948,388 | $347.0M |
| MELI MERCADOLIBRE INC | 1.9% | Added +21.8% | 580,417 | $319.9M |
| ATLASSIAN CORP PLC | 1.5% | Added +5392.1% | 2,081,512 | $261.1M |
| SE SEA LTD-ADR | 1.2% | Added +11.9% | 6,862,222 | $212.4M |
| WWEUSD WORLD WRESTLING ENTERTAIN-A | 1.2% | Added +9.9% | 2,959,183 | $210.5M |
| COUPEUR COUPA SOFTWARE INC | 1.1% | Added +113.9% | 1,396,116 | $180.9M |
| DHI DR HORTON INC | 1.0% | Reduced −73.2% | 3,333,812 | $175.7M |
| CHWY CHEWY INC - CLASS A | 0.7% | Added +54.0% | 5,071,531 | $124.7M |
| UBER UBER TECHNOLOGIES INC | 0.5% | Held | 3,001,420 | $84.8M |
| HLF HERBALIFE LTD | 0.5% | New | 2,101,639 | $79.6M |
| MDLA MEDALLIA INC | 0.1% | New | 737,593 | $20.2M |
| SMARGBP SMARTSHEET INC-CLASS A | 0.1% | New | 506,100 | $18.2M |
| TWLO TWILIO INC - A | 0.0% | New | 15,835 | $1.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WYNN WYNN RESORTS LTD | 5,406,697 | $670.4M |
| STNE STONECO LTD-A | 2,528,303 | $74.8M |
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.