← Lone Pine Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2023-03-31 · Filed 2023-05-15 · Accession 0000902664-23-003075

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#IssuerClass / CUSIPKindSharesValue
1ADVANCED MICRO DEVICES INCCOM · 007903107LONG2,833,633$277.7 million
2AMAZON COM INCCOM · 023135106LONG6,605,311$682.3 million
3ASML HLDG NVN Y REGISTRY SHS · N07059210LONG461,133$313.9 million
4AVIDXCHANGE HOLDINGS INCCOM · 05368X102LONG5,080,632$39.6 million
5BATH & BODY WORKS INCCOM · 070830104LONG19,565,935$715.7 million
6BILL COM HLDGS INCCOM · 090043100LONG1,823,538$148.0 million
7BOOKING HOLDINGS INCCOM · 09857L108LONG204,600$542.7 million
8CHENIERE ENERGY INCCOM NEW · 16411R208LONG8,338$1.3 million
9DICKS SPORTING GOODS INCCOM · 253393102LONG4,566,026$647.9 million
10EPAM SYS INCCOM · 29414B104LONG965,588$288.7 million
11FLOOR & DECOR HLDGS INCCL A · 339750101LONG3,024,737$297.1 million
12HDFC BANK LTDSPONSORED ADS · 40415F101LONG2,990,549$199.4 million
13ICICI BANK LIMITEDADR · 45104G104LONG12,042,263$259.9 million
14KKR & CO INCCOM · 48251W104LONG6,564,382$344.8 million
15LPL FINL HLDGS INCCOM · 50212V100LONG1,859,641$376.4 million
16MARQETA INCCLASS A COM · 57142B104LONG4,902,192$22.4 million
17MASTERCARD INCORPORATEDCL A · 57636Q104LONG1,049,009$381.2 million
18MICROSOFT CORPCOM · 594918104LONG2,679,232$772.4 million
19MODERNA INCCOM · 60770K107LONG1,529,618$234.9 million
20PTC INCCOM · 69370C100LONG2,681,447$343.8 million
21RHCOM · 74967X103LONG1,773,069$431.8 million
22SALESFORCE COM INCCOM · 79466L302LONG2,035,296$406.6 million
23SWEETGREEN INCCOM CL A · 87043Q108LONG4,556,503$35.7 million
24TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS · 874039100LONG8,183,930$761.3 million
25TRANSDIGM GROUP INCCOM · 893641100LONG698,848$515.1 million
26UNITEDHEALTH GROUP INCCOM · 91324P102LONG891,167$421.2 million
27VALARIS LIMITEDCL A · G9460G101LONG1,912,363$124.4 million
28VISA INCCOM CL A · 92826C839LONG1,482,970$334.4 million
29WORKDAY INCCL A · 98138H101LONG4,266,760$881.3 million