← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2018-12-31 · Filed 2019-02-14 · Accession 0001567619-19-004431
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | COM · 00507V109 | LONG | 15,671,412 | $729.8 million |
| 2 | ADOBE INC | COM · 00724F101 | LONG | 5,127,799 | $1.16 billion |
| 3 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 6,210,334 | $851.3 million |
| 4 | AMAZON COM INC | COM · 023135106 | LONG | 741,661 | $1.11 billion |
| 5 | AUTODESK INC | COM · 052769106 | LONG | 3,836,207 | $493.4 million |
| 6 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 353,496 | $608.9 million |
| 7 | CANADIAN PAC RY LTD | COM · 13645T100 | LONG | 3,465,872 | $615.6 million |
| 8 | CONSTELLATION BRANDS INC | CL A · 21036P108 | LONG | 5,160,154 | $829.9 million |
| 9 | CSX CORP | COM · 126408103 | LONG | 9,645,475 | $599.3 million |
| 10 | FACEBOOK INC | CL A · 30303M102 | LONG | 6,669,767 | $874.3 million |
| 11 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 7,708,139 | $895.5 million |
| 12 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 2,944,587 | $555.5 million |
| 13 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 450,784 | $132.0 million |
| 14 | MICROSOFT CORP | COM · 594918104 | LONG | 10,097,064 | $1.03 billion |
| 15 | NIO INC | SPON ADS · 62914V106 | LONG | 3,736,290 | $20.4 million |
| 16 | PAYPAL HLDGS INC | COM · 70450Y103 | LONG | 5,762,509 | $484.6 million |
| 17 | SALESFORCE COM INC | COM · 79466L302 | LONG | 658,000 | $90.1 million |
| 18 | SEA LTD | ADR · 81141R100 | LONG | 3,963,222 | $44.9 million |
| 19 | SERVICENOW INC | COM · 81762P102 | LONG | 2,642,117 | $470.4 million |
| 20 | STONECO LTD | COM CL A · G85158106 | LONG | 3,116,475 | $57.5 million |
| 21 | TIFFANY & CO NEW | COM · 886547108 | LONG | 6,776,002 | $545.5 million |
| 22 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 1,522,520 | $517.7 million |
| 23 | TRANSUNION | COM · 89400J107 | LONG | 10,124,771 | $575.1 million |
| 24 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 3,574,718 | $890.5 million |
| 25 | WYNN RESORTS LTD | COM · 983134107 | LONG | 5,955,497 | $589.1 million |