← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2018-03-31 · Filed 2018-05-15 · Accession 0001140361-18-023890
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | COM · 00507V109 | LONG | 14,555,953 | $981.9 million |
| 2 | ADOBE INC | COM · 00724F101 | LONG | 5,649,328 | $1.22 billion |
| 3 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 5,982,159 | $1.10 billion |
| 4 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 650,003 | $670.7 million |
| 5 | AMAZON COM INC | COM · 023135106 | LONG | 577,796 | $836.3 million |
| 6 | Blackrock Inc | COM · 09247X101 | LONG | 918,870 | $497.8 million |
| 7 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 507,847 | $1.06 billion |
| 8 | BROADCOM LTD | SHS · Y09827109 | LONG | 2,737,741 | $645.1 million |
| 9 | CONSTELLATION BRANDS INC | CL A · 21036P108 | LONG | 4,849,090 | $1.11 billion |
| 10 | CSX CORP | COM · 126408103 | LONG | 13,370,307 | $744.9 million |
| 11 | DOLLAR TREE INC | COM · 256746108 | LONG | 6,344,385 | $602.1 million |
| 12 | ELECTRONIC ARTS INC | COM · 285512109 | LONG | 7,138,016 | $865.4 million |
| 13 | EXACT SCIENCES CORP | COM · 30063P105 | LONG | 1,298,001 | $52.3 million |
| 14 | FACEBOOK INC | CL A · 30303M102 | LONG | 7,701,242 | $1.23 billion |
| 15 | FLEETCOR TECHNOLOGIES INC | COM · 339041105 | LONG | 1,151,593 | $233.2 million |
| 16 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 9,890,932 | $970.4 million |
| 17 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 1,624,158 | $578.8 million |
| 18 | MICROSOFT CORP | COM · 594918104 | LONG | 12,076,471 | $1.10 billion |
| 19 | PAGSEGURO DIGITAL LTD | COM CL A · G68707101 | LONG | 1,821,925 | $69.8 million |
| 20 | PAYPAL HLDGS INC | COM · 70450Y103 | LONG | 10,659,734 | $808.8 million |
| 21 | SBA COMMUNICATIONS CORP NEW | CL A · 78410G104 | LONG | 3,385,152 | $578.6 million |
| 22 | SEA LTD | ADR · 81141R100 | LONG | 3,963,222 | $44.7 million |
| 23 | SERVICENOW INC | COM · 81762P102 | LONG | 2,677,118 | $442.9 million |
| 24 | BLOCK INC | CL A · 852234103 | LONG | 2,694,573 | $132.6 million |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR · 874039100 | LONG | 12,349,027 | $540.4 million |
| 26 | T-MOBILE US INC | COM · 872590104 | LONG | 3,486,629 | $212.8 million |
| 27 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 1,410,402 | $432.9 million |
| 28 | TRANSUNION | COM · 89400J107 | LONG | 11,741,467 | $666.7 million |
| 29 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 4,254,415 | $910.4 million |
| 30 | WYNN RESORTS LTD | COM · 983134107 | LONG | 2,260,749 | $412.3 million |