← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2017-06-30 · Filed 2017-08-14 · Accession 0001140361-17-032059
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | COM · 00507V109 | LONG | 21,535,165 | $1.24 billion |
| 2 | ADOBE INC | COM · 00724F101 | LONG | 3,931,896 | $556.1 million |
| 3 | ADVANCE AUTO PARTS INC | COM · 00751Y106 | LONG | 2,048,852 | $238.9 million |
| 4 | ALBEMARLE CORP | COM · 012653101 | LONG | 1,158,452 | $122.3 million |
| 5 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 11,666,798 | $1.64 billion |
| 6 | ALTICE USA INC | CL A · 02156K103 | LONG | 8,395,511 | $271.2 million |
| 7 | ARISTA NETWORKS | COM · 040413106 | LONG | 1,845,638 | $276.5 million |
| 8 | BROADCOM LTD | SHS · Y09827109 | LONG | 5,319,591 | $1.24 billion |
| 9 | CHARTER COMMUNICATIONS INC N | CL A · 16119P108 | LONG | 4,353,832 | $1.47 billion |
| 10 | CHENIERE ENERGY INC | COM NEW · 16411R208 | LONG | 5,186,332 | $252.6 million |
| 11 | COMCAST CORP NEW | CL A · 20030N101 | LONG | 20,438,394 | $795.5 million |
| 12 | CONSTELLATION BRANDS INC | CL A · 21036P108 | LONG | 6,576,776 | $1.27 billion |
| 13 | CSX CORP | COM · 126408103 | LONG | 10,314,868 | $562.8 million |
| 14 | EQUINIX INC | COM PAR $0.001 · 29444U700 | LONG | 1,273,652 | $546.6 million |
| 15 | EXPEDIA INC DEL | COM NEW · 30212P303 | LONG | 4,523,614 | $673.8 million |
| 16 | FACEBOOK INC | CL A · 30303M102 | LONG | 6,168,049 | $931.3 million |
| 17 | FLEETCOR TECHNOLOGIES INC | COM · 339041105 | LONG | 6,555,504 | $945.4 million |
| 18 | GRUPO TELEVISA SA | SPON ADR REP ORD · 40049J206 | LONG | 20,535,367 | $500.4 million |
| 19 | INTERCONTINENTAL EXCHANGE IN | COM · 45866F104 | LONG | 6,356,905 | $419.0 million |
| 20 | BARCLAYS BK PLC | IPATH S&P500 VIX · 06740Q252 | LONG | 1,000,000 | $12.8 million |
| 21 | LIBERTY MEDIA CORP DEL | COM SER C FRMLA · 531229854 | LONG | 2,919,817 | $106.9 million |
| 22 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 4,641,369 | $563.7 million |
| 23 | MICROSOFT CORP | COM · 594918104 | LONG | 9,687,742 | $667.8 million |
| 24 | OREILLY AUTOMOTIVE INC | COM · 67103H107 | LONG | 2,841,170 | $621.5 million |
| 25 | QUINTILES IMS HOLDINGS INC | COM · 74876Y101 | LONG | 10,055,780 | $900.0 million |
| 26 | SALESFORCE COM INC | COM · 79466L302 | LONG | 2,648,428 | $229.4 million |
| 27 | SERVICENOW INC | COM · 81762P102 | LONG | 3,220,940 | $341.4 million |
| 28 | SNAP INC | CL A · 83304A106 | LONG | 7,599,408 | $130.5 million |
| 29 | SYMANTEC CORP | COM · 871503108 | LONG | 21,085,032 | $595.7 million |
| 30 | T-MOBILE US INC | COM · 872590104 | LONG | 7,123,517 | $431.8 million |
| 31 | TRANSUNION | COM · 89400J107 | LONG | 8,905,062 | $385.7 million |
| 32 | ULTA BEAUTY INC | COM · 90384S303 | LONG | 1,438,673 | $413.4 million |
| 33 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 1,705,353 | $316.2 million |