← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2018-06-30 · Filed 2018-08-14 · Accession 0001567619-18-001058
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | COM · 00507V109 | LONG | 14,257,637 | $1.09 billion |
| 2 | ADOBE INC | COM · 00724F101 | LONG | 4,456,362 | $1.09 billion |
| 3 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 6,394,697 | $1.19 billion |
| 4 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 657,803 | $733.9 million |
| 5 | AMAZON COM INC | COM · 023135106 | LONG | 424,704 | $721.9 million |
| 6 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 531,060 | $1.08 billion |
| 7 | CANADIAN PAC RY LTD | COM · 13645T100 | LONG | 2,861,578 | $523.7 million |
| 8 | CONSTELLATION BRANDS INC | CL A · 21036P108 | LONG | 3,877,836 | $848.7 million |
| 9 | CSX CORP | COM · 126408103 | LONG | 13,192,235 | $841.4 million |
| 10 | DOLLAR TREE INC | COM · 256746108 | LONG | 7,233,575 | $614.9 million |
| 11 | ELECTRONIC ARTS INC | COM · 285512109 | LONG | 6,317,420 | $890.9 million |
| 12 | FACEBOOK INC | CL A · 30303M102 | LONG | 3,404,550 | $661.6 million |
| 13 | FLEETCOR TECHNOLOGIES INC | COM · 339041105 | LONG | 1,012,996 | $213.4 million |
| 14 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 10,120,122 | $1.01 billion |
| 15 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 2,172,531 | $649.4 million |
| 16 | MICROSOFT CORP | COM · 594918104 | LONG | 12,504,471 | $1.23 billion |
| 17 | MOHAWK INDS INC | COM · 608190104 | LONG | 477,072 | $102.2 million |
| 18 | NVIDIA CORP | COM · 67066G104 | LONG | 2,134,768 | $505.7 million |
| 19 | PAGSEGURO DIGITAL LTD | COM CL A · G68707101 | LONG | 3,189,119 | $88.5 million |
| 20 | PAYPAL HLDGS INC | COM · 70450Y103 | LONG | 6,320,681 | $526.3 million |
| 21 | SBA COMMUNICATIONS CORP NEW | CL A · 78410G104 | LONG | 3,508,194 | $579.3 million |
| 22 | SEA LTD | ADR · 81141R100 | LONG | 3,963,222 | $59.4 million |
| 23 | SERVICENOW INC | COM · 81762P102 | LONG | 3,014,253 | $519.9 million |
| 24 | BLOCK INC | CL A · 852234103 | LONG | 2,694,573 | $166.1 million |
| 25 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 1,761,813 | $608.1 million |
| 26 | TRANSUNION | COM · 89400J107 | LONG | 10,129,801 | $725.7 million |
| 27 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 4,121,415 | $1.01 billion |
| 28 | WYNN RESORTS LTD | COM · 983134107 | LONG | 3,798,454 | $635.6 million |