Lone Pine Capital LLC
CIK 0001061165 · As of Q3 2021 · filed Nov 15, 2021
| SHOP SHOPIFY INC - CLASS A | 6.5% | Reduced −12.4% | 1,430,135 | $1.94B |
| SNAP SNAP INC - A | 5.6% | Reduced −1.3% | 22,638,657 | $1.67B |
| DASH DOORDASH INC - A | 5.2% | Held | 7,460,157 | $1.54B |
| BBWI BATH & BODY WORKS INC | 5.2% | New | 24,300,268 | $1.53B |
| NOW SERVICENOW INC | 4.6% | Reduced −11.1% | 2,193,941 | $1.37B |
| MSFT MICROSOFT CORP | 4.5% | Reduced −11.0% | 4,694,472 | $1.32B |
| TWTR TWITTER INC | 4.4% | Added +117.4% | 21,533,828 | $1.30B |
| XYZ BLOCK INC | 4.3% | Reduced −5.9% | 5,380,864 | $1.29B |
| MRNA MODERNA INC | 4.3% | Reduced −16.9% | 3,316,199 | $1.28B |
| WDAY WORKDAY INC-CLASS A | 4.2% | Added +45.1% | 4,973,868 | $1.24B |
| MTCH MATCH GROUP INC | 4.1% | Added +0.4% | 7,773,867 | $1.22B |
| AMZN AMAZON.COM INC | 4.0% | Reduced −25.5% | 361,112 | $1.19B |
| UNH UNITEDHEALTH GROUP INC | 4.0% | Held | 3,005,990 | $1.17B |
| ADBE ADOBE INC | 3.8% | Reduced −19.1% | 1,955,187 | $1.13B |
| META META PLATFORMS INC-CLASS A | 3.5% | Reduced −38.3% | 3,074,926 | $1.04B |
| COUPEUR COUPA SOFTWARE INC | 3.4% | Reduced −2.2% | 4,566,251 | $1.00B |
| RH RH | 2.9% | Added +26.4% | 1,290,620 | $860.7M |
| FTCHQ FARFETCH LTD-CLASS A | 2.9% | Added +21.6% | 22,945,132 | $860.0M |
| DXCM DEXCOM INC | 2.7% | Reduced −22.9% | 1,441,227 | $788.1M |
| IBN ICICI BANK LTD-SPON ADR | 2.5% | Reduced −7.9% | 39,750,227 | $750.1M |
| DDOG DATADOG INC - CLASS A | 2.2% | Reduced −20.3% | 4,646,717 | $656.8M |
| CVNA CARVANA CO | 2.2% | Held | 2,142,309 | $646.0M |
| BILI BILIBILI INC-SPONSORED ADR | 1.9% | New | 8,612,782 | $569.9M |
| BEKE KE HOLDINGS INC-ADR | 1.9% | Added +131.1% | 30,201,786 | $551.5M |
| STNE STONECO LTD-A | 1.8% | Added +70.6% | 15,093,113 | $524.0M |
| TDG TRANSDIGM GROUP INC | 1.7% | Added +9.3% | 784,342 | $489.9M |
| VSXY VICTORIA'S SECRET & CO | 1.6% | New | 8,609,543 | $475.8M |
| PVH PVH CORP | 1.1% | Added +21.2% | 3,297,609 | $339.0M |
| ASCENDIS PHARMA A/S | 0.8% | Held | 1,436,981 | $229.0M |
| FATE FATE THERAPEUTICS INC | 0.4% | Added +25.7% | 2,199,284 | $130.4M |
| VTEX VTEX -CLASS A | 0.4% | New | 5,274,887 | $108.5M |
| FIGS FIGS INC-CLASS A | 0.3% | Reduced −41.8% | 2,485,894 | $92.3M |
| AMPL AMPLITUDE INC-CLASS A | 0.3% | New | 1,627,000 | $88.4M |
| NTES NETEASE INC-ADR | 0.3% | New | 1,015,388 | $86.7M |
| 8QR CONFLUENT INC-CLASS A | 0.3% | Added +114.6% | 1,394,644 | $83.2M |
| MARQETA INC | 0.2% | New | 2,621,520 | $58.0M |
| ZYMEUSD ZYMEWORKS INC | 0.1% | Held | 976,735 | $28.4M |
| FORMA THERAPEUTICS HLDGS INC | 0.1% | Held | 800,000 | $18.6M |
| FRSH FRESHWORKS INC-CL A | 0.0% | New | 275,000 | $11.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| LBEUR L BRANDS INC | 26,265,094 | $1.89B |
| GPN GLOBAL PAYMENTS INC | 5,542,294 | $1.04B |
| MA MASTERCARD INC - A | 1,803,798 | $658.5M |
| S SENTINELONE INC -CLASS A | 175,000 | $7.4M |
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.