Lone Pine Capital portfolio · 2021-12-31
Disclosed long book
$24.41 billion
Long positions
29
Calls / puts
0 / 0
Top 5 concentration
36.8%
Longs with AI data
0 / 29
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 617,321 | $2.06 billion | 8.4% | INCREASED | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 1,389,635 | $1.91 billion | 7.8% | REDUCED | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 4,822,796 | $1.73 billion | 7.1% | NEWLY REPORTED | — | 1Y — 5Y — |
BATH & BODY WORKS INC BATH & BODY WORKS INC · COM · 070830104 | LONG | 24,300,268 | $1.70 billion | 6.9% | UNCHANGED | — | 1Y — 5Y — |
WORKDAY INC WORKDAY INC · CL A · 98138H101 | LONG | 5,814,667 | $1.59 billion | 6.5% | INCREASED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 4,694,472 | $1.58 billion | 6.5% | UNCHANGED | — | 1Y — 5Y — |
SNAP INC SNAP INC · CL A · 83304A106 | LONG | 33,478,637 | $1.57 billion | 6.5% | INCREASED | — | 1Y — 5Y — |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 2,005,586 | $1.30 billion | 5.3% | REDUCED | — | 1Y — 5Y — |
DOORDASH INC DOORDASH INC · CL A · 25809K105 | LONG | 8,252,069 | $1.23 billion | 5.0% | INCREASED | — | 1Y — 5Y — |
MATCH GROUP INC NEW MATCH GROUP INC NEW · COM · 57667L107 | LONG | 8,872,280 | $1.17 billion | 4.8% | INCREASED | — | 1Y — 5Y — |
UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC · COM · 91324P102 | LONG | 2,296,087 | $1.15 billion | 4.7% | REDUCED | — | 1Y — 5Y — |
VISA INC VISA INC · COM CL A · 92826C839 | LONG | 4,833,625 | $1.05 billion | 4.3% | NEWLY REPORTED | — | 1Y — 5Y — |
RH RH · COM · 74967X103 | LONG | 1,603,888 | $859.6 million | 3.5% | INCREASED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 24,439,933 | $817.0 million | 3.3% | INCREASED | — | 1Y — 5Y — |
KE HLDGS INC KE HLDGS INC · SPONSORED ADS · 482497104 | LONG | 30,957,063 | $622.9 million | 2.6% | INCREASED | — | 1Y — 5Y — |
ADOBE INC ADOBE INC · COM · 00724F101 | LONG | 1,093,713 | $620.2 million | 2.5% | REDUCED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 3,272,681 | $582.9 million | 2.4% | REDUCED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 1,646,640 | $557.8 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
VICTORIAS SECRET AND CO VICTORIAS SECRET AND CO · COMMON STOCK · 926400102 | LONG | 8,195,810 | $455.2 million | 1.9% | REDUCED | — | 1Y — 5Y — |
NETEASE INC NETEASE INC · SPONSORED ADS · 64110W102 | LONG | 4,452,541 | $453.2 million | 1.9% | INCREASED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 4,398,572 | $335.3 million | 1.4% | INCREASED | — | 1Y — 5Y — |
PVH CORPORATION PVH CORPORATION · COM · 693656100 | LONG | 3,065,646 | $327.0 million | 1.3% | REDUCED | — | 1Y — 5Y — |
MARQETA INC MARQETA INC · CLASS A COM · 57142B104 | LONG | 17,476,795 | $300.1 million | 1.2% | INCREASED | — | 1Y — 5Y — |
SWEETGREEN INC SWEETGREEN INC · COM CL A · 87043Q108 | LONG | 4,556,503 | $145.8 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
AMPLITUDE INC AMPLITUDE INC · COM CL A · 03213A104 | LONG | 1,877,000 | $99.4 million | 0.4% | INCREASED | — | 1Y — 5Y — |
AVIDXCHANGE HOLDINGS INC AVIDXCHANGE HOLDINGS INC · COM · 05368X102 | LONG | 5,080,632 | $76.5 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
VTEX VTEX · SHS CL A · G9470A102 | LONG | 5,274,887 | $56.5 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 277,372 | $44.8 million | 0.2% | REDUCED | — | 1Y — 5Y — |
FRESHWORKS INC FRESHWORKS INC · CLASS A COM · 358054104 | LONG | 275,000 | $7.2 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |