← Lone Pine Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2014-12-31 · Filed 2015-02-17 · Accession 0000902664-15-001107

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#IssuerClass / CUSIPKindSharesValue
1ADOBE INCCOM · 00724F101LONG12,179,247$885.43 billion
2APPLE INCCOM · 037833100LONG2,184,122$241.08 billion
3ARISTA NETWORKSCOM · 040413106LONG1,325,646$80.55 billion
4AUTODESK INCCOM · 052769106LONG14,463,336$868.67 billion
5BAIDU INCSPON ADR REP A · 056752108LONG7,030,580$1.60 trillion
6CANADIAN PAC RY LTDCOM · 13645T100LONG3,585,666$690.92 billion
7CDK GLOBAL INCCOM · 12508E101LONG2,894,255$117.97 billion
8CHARTER COMMUNICATIONS INC DCL A NEW · 16117M305LONG3,269,032$544.69 billion
9CHENIERE ENERGY INCCOM NEW · 16411R208LONG8,818,922$620.85 billion
10COGNIZANT TECHNOLOGY SOLUTIOCL A · 192446102LONG12,229,864$644.02 billion
11COMMVAULT SYSTEMS INCCOM · 204166102LONG1,321,288$68.30 billion
12DAVITA INCCOM · 23918K108LONG3,940,169$298.43 billion
13DOLLAR GEN CORP NEWCOM · 256677105LONG12,918,112$913.31 billion
14EQUINIX INCCOM NEW · 29444U502LONG3,890,489$882.09 billion
15META PLATFORMS INCCL A · 30303M102LONG13,502,615$1.05 trillion
16FLEETCOR TECHNOLOGIES INCCOM · 339041105LONG6,435,620$957.04 billion
17HCA HEALTHCARE INCCOM · 40412C101LONG5,836,872$428.37 billion
18HUMANA INCCOM · 444859102LONG1,911,536$274.55 billion
19INTEL CORPCOM · 458140100PUT2,320,000$84.19 billion
20INTERCONTINENTAL EXCHANGE INCOM · 45866F104CALL240,000$52.63 billion
21INTERCONTINENTAL EXCHANGE INCOM · 45866F104LONG1,142,789$250.60 billion
22JAZZ PHARMACEUTICALS PLCSHS USD · G50871105LONG1,883,654$308.41 billion
23JD.COM INCSPON ADR CL A · 47215P106LONG8,817,652$204.04 billion
24MASTERCARD INCORPORATEDCL A · 57636Q104LONG20,030,460$1.73 trillion
25MCGRAW HILL FINL INCCOM · 580645109LONG7,369,142$655.71 billion
26MICHAEL KORS HLDGS LTDSHS · G60754101LONG11,075,555$831.77 billion
27MICROSOFT CORPCOM · 594918104LONG5,449,944$253.15 billion
28MOHAWK INDS INCCOM · 608190104LONG2,466,482$383.19 billion
29NETFLIX INCCOM · 64110L106LONG779,647$266.34 billion
30REALOGY HLDGS CORPCOM · 75605Y106LONG10,406,478$462.98 billion
31SBA COMMUNICATIONS CORPCOM · 78388J106LONG7,293,202$807.80 billion
32SEARS HLDGS CORPCOM · 812350106PUT2,163,100$71.34 billion
33SOLARWINDS INCCOM · 83416B109LONG2,386,428$118.92 billion
34COOPER COS INCCOM NEW · 216648402LONG1,750,283$283.70 billion
35PRICELINE GRP INCCOM NEW · 741503403LONG1,398,233$1.59 trillion
36TIFFANY & CO NEWCOM · 886547108LONG6,047,197$646.20 billion
37TRANSDIGM GROUP INCCOM · 893641100LONG1,786,836$350.85 billion
38ULTA BEAUTY INCCOM · 90384S303LONG3,344,991$427.62 billion
39UNDER ARMOUR INCCL A · 904311107LONG1,560,114$105.93 billion
40VALEANT PHARMACEUTICALS INTLCOM · 91911K102LONG8,250,886$1.18 trillion
41VIPSHOP HLDGS LTDSPONSORED ADR · 92763W103LONG13,935,727$272.30 billion
42VISA INCCOM CL A · 92826C839LONG1,771,519$464.49 billion
43BARCLAYS BK PLCIPATH S&P500 VIX · 06742E711PUT6,300,000$198.51 billion
44GRACE W R & CO DEL NEWCOM · 38388F108LONG2,902,557$276.87 billion
45WALGREENS BOOTS ALLIANCE INCCOM · 931427108LONG3,553,779$270.80 billion
46WALGREENS BOOTS ALLIANCE INCCOM · 931427108CALL600,000$45.72 billion
47WORKDAY INCCL A · 98138H101LONG527,482$43.05 billion
48WYNN RESORTS LTDCOM · 983134107LONG285,023$42.40 billion