← Lone Pine Capital portfolio
13F-HR/A filing
VALIDATEDHoldings period 2020-09-30 · Filed 2021-02-16 · Accession 0000902664-21-001402
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 1,689,613 | $828.6 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 337,308 | $1.06 billion |
| 3 | ATLASSIAN CORP PLC | CL A · G06242104 | LONG | 3,289,546 | $598.0 million |
| 4 | AUTODESK INC | COM · 052769106 | LONG | 2,927,671 | $676.3 million |
| 5 | BILL COM HLDGS INC | COM · 090043100 | LONG | 2,216,266 | $222.3 million |
| 6 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 58,920 | $100.8 million |
| 7 | CAPITAL ONE FINL CORP | COM · 14040H105 | LONG | 10,278,292 | $738.6 million |
| 8 | COUPA SOFTWARE INC | COM · 22266L106 | LONG | 4,329,269 | $1.19 billion |
| 9 | DATADOG INC | CL A COM · 23804L103 | LONG | 6,548,876 | $669.0 million |
| 10 | DEXCOM INC | COM · 252131107 | LONG | 463,087 | $190.9 million |
| 11 | DOCUSIGN INC | COM · 256163106 | LONG | 4,135,353 | $890.1 million |
| 12 | META PLATFORMS INC | CL A · 30303M102 | LONG | 5,849,522 | $1.53 billion |
| 13 | GLOBAL PMTS INC | COM · 37940X102 | LONG | 6,395,026 | $1.14 billion |
| 14 | HOWMET AEROSPACE INC | COM · 443201108 | LONG | 7,888,593 | $131.9 million |
| 15 | HUMANA INC | COM · 444859102 | LONG | 2,173,844 | $899.7 million |
| 16 | INSULET CORP | COM · 45784P101 | LONG | 462,209 | $109.4 million |
| 17 | KE HLDGS INC | SPONSORED ADS · 482497104 | LONG | 1,000,000 | $61.3 million |
| 18 | L BRANDS INC | COM · 501797104 | LONG | 26,265,094 | $835.5 million |
| 19 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 1,763,571 | $596.4 million |
| 20 | MATCH GROUP INC NEW | COM · 57667L107 | LONG | 7,833,531 | $866.8 million |
| 21 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 213,602 | $231.2 million |
| 22 | MICROSOFT CORP | COM · 594918104 | LONG | 6,440,494 | $1.35 billion |
| 23 | NETFLIX INC | COM · 64110L106 | LONG | 2,251,223 | $1.13 billion |
| 24 | NUANCE COMMUNICATIONS INC | COM · 67020Y100 | LONG | 8,480,618 | $281.5 million |
| 25 | PAYPAL HLDGS INC | COM · 70450Y103 | LONG | 6,000,915 | $1.18 billion |
| 26 | SERVICENOW INC | COM · 81762P102 | LONG | 1,770,901 | $858.9 million |
| 27 | SHOPIFY INC | CL A · 82509L107 | LONG | 1,722,548 | $1.76 billion |
| 28 | SNOWFLAKE INC | CL A · 833445109 | LONG | 1,002,060 | $251.5 million |
| 29 | BLOCK INC | CL A · 852234103 | LONG | 5,368,133 | $872.6 million |
| 30 | STONECO LTD | COM CL A · G85158106 | LONG | 8,296,213 | $438.8 million |
| 31 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 754,410 | $358.4 million |
| 32 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 3,946,431 | $1.23 billion |