← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2017-12-31 · Filed 2018-02-14 · Accession 0001140361-18-008225
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | COM · 00507V109 | LONG | 17,134,499 | $1.08 billion |
| 2 | ADOBE INC | COM · 00724F101 | LONG | 5,790,528 | $1.01 billion |
| 3 | AGILENT TECHNOLOGIES INC | COM · 00846U101 | LONG | 3,607,622 | $241.6 million |
| 4 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 6,347,975 | $1.09 billion |
| 5 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 597,503 | $625.2 million |
| 6 | AMAZON COM INC | COM · 023135106 | LONG | 769,996 | $900.5 million |
| 7 | ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR · 03524A108 | LONG | 5,254,307 | $586.2 million |
| 8 | BARCLAYS BK PLC | IPATH S&P500 VIX · 06746L422 | LONG | 250,000 | $7.0 million |
| 9 | Blackrock Inc | COM · 09247X101 | LONG | 1,103,870 | $567.1 million |
| 10 | BROADCOM LTD | SHS · Y09827109 | LONG | 2,463,016 | $632.7 million |
| 11 | CHARTER COMMUNICATIONS INC N | CL A · 16119P108 | LONG | 1,727,722 | $580.4 million |
| 12 | CONSTELLATION BRANDS INC | CL A · 21036P108 | LONG | 4,869,109 | $1.11 billion |
| 13 | CSX CORP | COM · 126408103 | LONG | 11,383,382 | $626.2 million |
| 14 | ELECTRONIC ARTS INC | COM · 285512109 | LONG | 7,308,184 | $767.8 million |
| 15 | EQUINIX INC | COM PAR $0.001 · 29444U700 | LONG | 1,122,529 | $508.8 million |
| 16 | FACEBOOK INC | CL A · 30303M102 | LONG | 4,400,447 | $776.5 million |
| 17 | FLEETCOR TECHNOLOGIES INC | COM · 339041105 | LONG | 801,482 | $154.2 million |
| 18 | GRUPO TELEVISA SA | SPON ADR REP ORD · 40049J206 | LONG | 20,091,736 | $375.1 million |
| 19 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 9,868,332 | $966.1 million |
| 20 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 3,362,667 | $509.0 million |
| 21 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 1,537,485 | $483.8 million |
| 22 | MICROSOFT CORP | COM · 594918104 | LONG | 9,584,771 | $819.9 million |
| 23 | PAYPAL HLDGS INC | COM · 70450Y103 | LONG | 9,488,228 | $698.5 million |
| 24 | PRICELINE GRP INC | COM NEW · 741503403 | LONG | 551,928 | $959.1 million |
| 25 | SALESFORCE COM INC | COM · 79466L302 | LONG | 4,864,570 | $497.3 million |
| 26 | SEA LTD | ADR · 81141R100 | LONG | 3,223,222 | $43.0 million |
| 27 | SERVICENOW INC | COM · 81762P102 | LONG | 4,116,193 | $536.7 million |
| 28 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 1,410,402 | $387.3 million |
| 29 | TRANSUNION | COM · 89400J107 | LONG | 10,572,548 | $581.1 million |
| 30 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 3,641,563 | $802.8 million |
| 31 | WYNN RESORTS LTD | COM · 983134107 | LONG | 1,270,051 | $214.1 million |