← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2018-09-30 · Filed 2018-11-14 · Accession 0001567619-18-006253
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | COM · 00507V109 | LONG | 16,138,688 | $1.34 billion |
| 2 | ADOBE INC | COM · 00724F101 | LONG | 5,424,771 | $1.46 billion |
| 3 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 9,732,169 | $1.60 billion |
| 4 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 891,299 | $1.06 billion |
| 5 | AMAZON COM INC | COM · 023135106 | LONG | 348,814 | $698.7 million |
| 6 | CANADIAN PAC RY LTD | COM · 13645T100 | LONG | 3,896,747 | $825.9 million |
| 7 | CONSTELLATION BRANDS INC | CL A · 21036P108 | LONG | 4,311,764 | $929.7 million |
| 8 | CSX CORP | COM · 126408103 | LONG | 9,430,475 | $698.3 million |
| 9 | ELECTRONIC ARTS INC | COM · 285512109 | LONG | 7,855,868 | $946.6 million |
| 10 | FACEBOOK INC | CL A · 30303M102 | LONG | 3,863,203 | $635.3 million |
| 11 | FIRST DATA CORP NEW | COM CL A · 32008D106 | LONG | 21,911,495 | $536.2 million |
| 12 | FLEETCOR TECHNOLOGIES INC | COM · 339041105 | LONG | 504,075 | $114.8 million |
| 13 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 8,403,439 | $1.09 billion |
| 14 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 1,785,259 | $607.8 million |
| 15 | MICROSOFT CORP | COM · 594918104 | LONG | 13,737,471 | $1.57 billion |
| 16 | NIO INC | SPON ADS · 62914V106 | LONG | 3,736,290 | $18.1 million |
| 17 | NVIDIA CORP | COM · 67066G104 | LONG | 2,235,268 | $628.2 million |
| 18 | PAYPAL HLDGS INC | COM · 70450Y103 | LONG | 5,962,509 | $523.7 million |
| 19 | SEA LTD | ADR · 81141R100 | LONG | 3,963,222 | $54.8 million |
| 20 | SERVICENOW INC | COM · 81762P102 | LONG | 3,166,637 | $619.5 million |
| 21 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 1,763,113 | $656.4 million |
| 22 | TRANSUNION | COM · 89400J107 | LONG | 9,819,201 | $722.5 million |
| 23 | UNION PAC CORP | COM · 907818108 | LONG | 3,224,826 | $525.1 million |
| 24 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 3,017,661 | $802.8 million |
| 25 | WYNN RESORTS LTD | COM · 983134107 | LONG | 5,955,497 | $756.7 million |