← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2021-09-30 · Filed 2021-11-15 · Accession 0000902664-21-004961
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 1,955,187 | $1.13 billion |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 361,112 | $1.19 billion |
| 3 | AMPLITUDE INC | COM CL A · 03213A104 | LONG | 1,627,000 | $88.4 million |
| 4 | ASCENDIS PHARMA A/S | SPONSORED ADR · 04351P101 | LONG | 1,436,981 | $229.0 million |
| 5 | BATH & BODY WORKS INC | COM · 070830104 | LONG | 24,300,268 | $1.53 billion |
| 6 | BILIBILI INC | SPONS ADS REP Z · 090040106 | LONG | 8,612,782 | $569.9 million |
| 7 | CARVANA CO | CL A · 146869102 | LONG | 2,142,309 | $646.0 million |
| 8 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 1,394,644 | $83.2 million |
| 9 | COUPA SOFTWARE INC | COM · 22266L106 | LONG | 4,566,251 | $1.00 billion |
| 10 | DATADOG INC | CL A COM · 23804L103 | LONG | 4,646,717 | $656.8 million |
| 11 | DEXCOM INC | COM · 252131107 | LONG | 1,441,227 | $788.1 million |
| 12 | DOORDASH INC | CL A · 25809K105 | LONG | 7,460,157 | $1.54 billion |
| 13 | META PLATFORMS INC | CL A · 30303M102 | LONG | 3,074,926 | $1.04 billion |
| 14 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 22,945,132 | $860.0 million |
| 15 | FATE THERAPEUTICS INC | COM · 31189P102 | LONG | 2,199,284 | $130.4 million |
| 16 | FIGS INC | CL A · 30260D103 | LONG | 2,485,894 | $92.3 million |
| 17 | FORMA THERAPEUTICS HLDGS INC | SHS · 34633R104 | LONG | 800,000 | $18.6 million |
| 18 | FRESHWORKS INC | CLASS A COM · 358054104 | LONG | 275,000 | $11.7 million |
| 19 | ICICI BANK LIMITED | ADR · 45104G104 | LONG | 39,750,227 | $750.1 million |
| 20 | KE HLDGS INC | SPONSORED ADS · 482497104 | LONG | 30,201,786 | $551.5 million |
| 21 | MARQETA INC | CLASS A COM · 57142B104 | LONG | 2,621,520 | $58.0 million |
| 22 | MATCH GROUP INC NEW | COM · 57667L107 | LONG | 7,773,867 | $1.22 billion |
| 23 | MICROSOFT CORP | COM · 594918104 | LONG | 4,694,472 | $1.32 billion |
| 24 | MODERNA INC | COM · 60770K107 | LONG | 3,316,199 | $1.28 billion |
| 25 | NETEASE INC | SPONSORED ADS · 64110W102 | LONG | 1,015,388 | $86.7 million |
| 26 | PVH CORPORATION | COM · 693656100 | LONG | 3,297,609 | $339.0 million |
| 27 | RH | COM · 74967X103 | LONG | 1,290,620 | $860.7 million |
| 28 | SERVICENOW INC | COM · 81762P102 | LONG | 2,193,941 | $1.37 billion |
| 29 | SHOPIFY INC | CL A · 82509L107 | LONG | 1,430,135 | $1.94 billion |
| 30 | SNAP INC | CL A · 83304A106 | LONG | 22,638,657 | $1.67 billion |
| 31 | BLOCK INC | CL A · 852234103 | LONG | 5,380,864 | $1.29 billion |
| 32 | STONECO LTD | COM CL A · G85158106 | LONG | 15,093,113 | $524.0 million |
| 33 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 784,342 | $489.9 million |
| 34 | TWITTER INC | COM · 90184L102 | LONG | 21,533,828 | $1.30 billion |
| 35 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 3,005,990 | $1.17 billion |
| 36 | VICTORIAS SECRET AND CO | COMMON STOCK · 926400102 | LONG | 8,609,543 | $475.8 million |
| 37 | VTEX | SHS CL A · G9470A102 | LONG | 5,274,887 | $108.5 million |
| 38 | WORKDAY INC | CL A · 98138H101 | LONG | 4,973,868 | $1.24 billion |
| 39 | ZYMEWORKS INC | COM · 98985W102 | LONG | 976,735 | $28.4 million |