← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2020-12-31 · Filed 2021-02-16 · Accession 0000902664-21-001403
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 2,020,738 | $1.01 billion |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 257,126 | $837.4 million |
| 3 | AMICUS THERAPEUTICS INC | COM · 03152W109 | LONG | 6,678,788 | $154.2 million |
| 4 | ARGENX SE | SPONSORED ADR · 04016X101 | LONG | 536,259 | $157.7 million |
| 5 | ASCENDIS PHARMA A/S | SPONSORED ADR · 04351P101 | LONG | 894,533 | $149.2 million |
| 6 | ATLASSIAN CORP PLC | CL A · G06242104 | LONG | 3,423,119 | $800.6 million |
| 7 | AUTODESK INC | COM · 052769106 | LONG | 2,212,480 | $675.6 million |
| 8 | BILIBILI INC | SPONS ADS REP Z · 090040106 | LONG | 6,004,127 | $514.7 million |
| 9 | BILL COM HLDGS INC | COM · 090043100 | LONG | 2,768,707 | $377.9 million |
| 10 | BLUEPRINT MEDICINES CORP | COM · 09627Y109 | LONG | 2,709,138 | $303.8 million |
| 11 | CARVANA CO | CL A · 146869102 | LONG | 2,448,265 | $586.5 million |
| 12 | COUPA SOFTWARE INC | COM · 22266L106 | LONG | 4,220,706 | $1.43 billion |
| 13 | DATADOG INC | CL A COM · 23804L103 | LONG | 7,090,101 | $698.0 million |
| 14 | DEXCOM INC | COM · 252131107 | LONG | 2,267,809 | $838.5 million |
| 15 | DOCUSIGN INC | COM · 256163106 | LONG | 4,056,072 | $901.7 million |
| 16 | DOORDASH INC | CL A · 25809K105 | LONG | 2,256,931 | $322.2 million |
| 17 | META PLATFORMS INC | CL A · 30303M102 | LONG | 3,575,546 | $976.7 million |
| 18 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 8,064,560 | $514.6 million |
| 19 | FATE THERAPEUTICS INC | COM · 31189P102 | LONG | 883,666 | $80.4 million |
| 20 | FIDELITY NATL INFORMATION SV | COM · 31620M106 | LONG | 2,799,907 | $396.1 million |
| 21 | FORMA THERAPEUTICS HLDGS INC | SHS · 34633R104 | LONG | 800,000 | $27.9 million |
| 22 | GLOBAL PMTS INC | COM · 37940X102 | LONG | 6,331,020 | $1.36 billion |
| 23 | HOWMET AEROSPACE INC | COM · 443201108 | LONG | 7,527,593 | $214.8 million |
| 24 | HUMANA INC | COM · 444859102 | LONG | 1,508,296 | $618.8 million |
| 25 | L BRANDS INC | COM · 501797104 | LONG | 26,265,094 | $976.8 million |
| 26 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 2,719,397 | $970.7 million |
| 27 | MATCH GROUP INC NEW | COM · 57667L107 | LONG | 5,267,083 | $796.3 million |
| 28 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 597,111 | $1.00 billion |
| 29 | MICROSOFT CORP | COM · 594918104 | LONG | 6,312,495 | $1.40 billion |
| 30 | MONGODB INC | CL A · 60937P106 | LONG | 879,832 | $315.9 million |
| 31 | NETFLIX INC | COM · 64110L106 | LONG | 2,452,120 | $1.33 billion |
| 32 | NUANCE COMMUNICATIONS INC | COM · 67020Y100 | LONG | 9,009,792 | $397.2 million |
| 33 | SERVICENOW INC | COM · 81762P102 | LONG | 1,210,586 | $666.3 million |
| 34 | SHOPIFY INC | CL A · 82509L107 | LONG | 1,795,290 | $2.03 billion |
| 35 | SNAP INC | CL A · 83304A106 | LONG | 19,510,587 | $976.9 million |
| 36 | SNOWFLAKE INC | CL A · 833445109 | LONG | 302,060 | $85.0 million |
| 37 | BLOCK INC | CL A · 852234103 | LONG | 4,199,424 | $914.0 million |
| 38 | STONECO LTD | COM CL A · G85158106 | LONG | 6,368,457 | $534.4 million |
| 39 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 3,180,020 | $1.12 billion |
| 40 | XP INC | CL A · G98239109 | LONG | 80,569 | $3.2 million |
| 41 | ZYMEWORKS INC | COM · 98985W102 | LONG | 976,735 | $46.2 million |