← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2023-09-30 · Filed 2023-11-14 · Accession 0000902664-23-005548
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 3,113,001 | $407.4 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 5,464,789 | $694.7 million |
| 3 | ASML HLDG NV | N Y REGISTRY SHS · N07059210 | LONG | 380,480 | $224.0 million |
| 4 | AVIDXCHANGE HOLDINGS INC | COM · 05368X102 | LONG | 5,080,632 | $48.2 million |
| 5 | BATH & BODY WORKS INC | COM · 070830104 | LONG | 8,706,401 | $294.3 million |
| 6 | BILL COM HLDGS INC | COM · 090043100 | LONG | 2,546,689 | $276.5 million |
| 7 | BLOCK INC | CL A · 852234103 | LONG | 3,886,146 | $172.0 million |
| 8 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 149,449 | $460.9 million |
| 9 | DICKS SPORTING GOODS INC | COM · 253393102 | LONG | 2,922,460 | $317.3 million |
| 10 | EPAM SYS INC | COM · 29414B104 | LONG | 1,054,229 | $269.6 million |
| 11 | FLOOR & DECOR HLDGS INC | CL A · 339750101 | LONG | 2,160,808 | $195.6 million |
| 12 | HDFC BANK LTD | SPONSORED ADS · 40415F101 | LONG | 4,643,541 | $274.0 million |
| 13 | ICICI BANK LIMITED | ADR · 45104G104 | LONG | 12,042,263 | $278.4 million |
| 14 | KKR & CO INC | COM · 48251W104 | LONG | 6,564,382 | $404.4 million |
| 15 | LIVE NATION ENTERTAINMENT IN | COM · 538034109 | LONG | 3,713,477 | $308.4 million |
| 16 | LPL FINL HLDGS INC | COM · 50212V100 | LONG | 1,840,114 | $437.3 million |
| 17 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 1,746,342 | $691.4 million |
| 18 | META PLATFORMS INC | CL A · 30303M102 | LONG | 2,779,103 | $834.3 million |
| 19 | MICROSOFT CORP | COM · 594918104 | LONG | 1,811,809 | $572.1 million |
| 20 | PTC INC | COM · 69370C100 | LONG | 3,166,463 | $448.6 million |
| 21 | SALESFORCE COM INC | COM · 79466L302 | LONG | 2,499,630 | $506.9 million |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 7,800,152 | $677.8 million |
| 23 | SOMNIGROUP INTERNATIONAL INC | COM · 88023U101 | LONG | 4,771,772 | $206.8 million |
| 24 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 436,740 | $368.2 million |
| 25 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 891,167 | $449.3 million |
| 26 | WORKDAY INC | CL A · 98138H101 | LONG | 2,579,619 | $554.2 million |