← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2017-09-30 · Filed 2017-11-14 · Accession 0001140361-17-042754
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | COM · 00507V109 | LONG | 19,839,465 | $1.28 billion |
| 2 | ADOBE INC | COM · 00724F101 | LONG | 3,931,896 | $586.6 million |
| 3 | ADVANCE AUTO PARTS INC | COM · 00751Y106 | LONG | 2,358,917 | $234.0 million |
| 4 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 8,815,009 | $1.52 billion |
| 5 | ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR · 03524A108 | LONG | 715,551 | $85.4 million |
| 6 | BARCLAYS BK PLC | IPATH S&P500 VIX · 06746L422 | LONG | 250,000 | $9.8 million |
| 7 | BROADCOM LTD | SHS · Y09827109 | LONG | 5,090,360 | $1.23 billion |
| 8 | CHARTER COMMUNICATIONS INC N | CL A · 16119P108 | LONG | 3,660,652 | $1.33 billion |
| 9 | CHARTER COMMUNICATIONS INC N | CL A · 16119P108 | CALL | 700,000 | $254.4 million |
| 10 | COMCAST CORP NEW | CL A · 20030N101 | LONG | 32,595,590 | $1.25 billion |
| 11 | CONSTELLATION BRANDS INC | CL A · 21036P108 | LONG | 7,076,082 | $1.41 billion |
| 12 | ELECTRONIC ARTS INC | COM · 285512109 | LONG | 4,234,102 | $499.9 million |
| 13 | EQUINIX INC | COM PAR $0.001 · 29444U700 | LONG | 1,273,652 | $568.4 million |
| 14 | EXPEDIA INC DEL | COM NEW · 30212P303 | LONG | 4,656,018 | $670.2 million |
| 15 | FACEBOOK INC | CL A · 30303M102 | LONG | 5,032,256 | $859.9 million |
| 16 | FLEETCOR TECHNOLOGIES INC | COM · 339041105 | LONG | 801,482 | $124.0 million |
| 17 | GRUPO TELEVISA SA | SPON ADR REP ORD · 40049J206 | LONG | 20,843,467 | $514.2 million |
| 18 | INTERCONTINENTAL EXCHANGE IN | COM · 45866F104 | LONG | 8,749,665 | $601.1 million |
| 19 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 4,487,369 | $633.6 million |
| 20 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 1,630,524 | $422.2 million |
| 21 | MICROSOFT CORP | COM · 594918104 | LONG | 11,329,847 | $844.0 million |
| 22 | PAYPAL HLDGS INC | COM · 70450Y103 | LONG | 6,713,230 | $429.8 million |
| 23 | PRICELINE GRP INC | COM NEW · 741503403 | LONG | 407,409 | $745.9 million |
| 24 | QUINTILES IMS HOLDINGS INC | COM · 74876Y101 | LONG | 10,055,780 | $956.0 million |
| 25 | SALESFORCE COM INC | COM · 79466L302 | LONG | 6,270,806 | $585.8 million |
| 26 | SERVICENOW INC | COM · 81762P102 | LONG | 5,271,621 | $619.6 million |
| 27 | T-MOBILE US INC | COM · 872590104 | LONG | 4,561,573 | $281.3 million |
| 28 | TRANSUNION | COM · 89400J107 | LONG | 12,345,757 | $583.5 million |
| 29 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 4,402,726 | $862.3 million |
| 30 | VANTIV INC | CL A · 92210H105 | LONG | 2,291,437 | $161.5 million |
| 31 | WYNN RESORTS LTD | COM · 983134107 | LONG | 2,680,127 | $399.1 million |