← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2019-03-31 · Filed 2019-05-15 · Accession 0001567619-19-011247
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 4,528,199 | $1.21 billion |
| 2 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 5,640,334 | $1.03 billion |
| 3 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 444,419 | $521.4 million |
| 4 | AMAZON COM INC | COM · 023135106 | LONG | 651,661 | $1.16 billion |
| 5 | AUTODESK INC | COM · 052769106 | LONG | 3,440,100 | $536.0 million |
| 6 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 321,396 | $560.8 million |
| 7 | CANADIAN PAC RY LTD | COM · 13645T100 | LONG | 3,219,436 | $663.3 million |
| 8 | CONSTELLATION BRANDS INC | CL A · 21036P108 | LONG | 4,932,455 | $864.8 million |
| 9 | CSX CORP | COM · 126408103 | LONG | 7,998,686 | $598.5 million |
| 10 | D R HORTON INC | COM · 23331A109 | LONG | 6,567,812 | $271.8 million |
| 11 | FACEBOOK INC | CL A · 30303M102 | LONG | 4,840,683 | $806.9 million |
| 12 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 7,708,139 | $1.11 billion |
| 13 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 2,791,487 | $657.3 million |
| 14 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 667,206 | $338.8 million |
| 15 | MICROSOFT CORP | COM · 594918104 | LONG | 9,035,031 | $1.07 billion |
| 16 | S&P GLOBAL INC | COM · 78409V104 | LONG | 3,091,361 | $650.9 million |
| 17 | SALESFORCE COM INC | COM · 79466L302 | LONG | 1,960,213 | $310.4 million |
| 18 | SEA LTD | SPONSORED ADS · 81141R100 | LONG | 7,263,222 | $170.8 million |
| 19 | SERVICENOW INC | COM · 81762P102 | LONG | 1,705,894 | $420.5 million |
| 20 | SHOPIFY INC | CL A · 82509L107 | LONG | 40,000 | $8.3 million |
| 21 | BLOCK INC | CL A · 852234103 | LONG | 120,000 | $9.0 million |
| 22 | STONECO LTD | COM CL A · G85158106 | LONG | 2,078,303 | $85.4 million |
| 23 | TIFFANY & CO NEW | COM · 886547108 | LONG | 6,776,002 | $715.2 million |
| 24 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 1,661,253 | $754.2 million |
| 25 | TRANSUNION | COM · 89400J107 | LONG | 6,435,350 | $430.1 million |
| 26 | UNION PAC CORP | COM · 907818108 | LONG | 3,313,454 | $554.0 million |
| 27 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 3,574,718 | $883.9 million |
| 28 | WORLD WRESTLING ENTMT INC | CL A · 98156Q108 | LONG | 157,091 | $13.6 million |
| 29 | WYNN RESORTS LTD | COM · 983134107 | LONG | 5,955,497 | $710.6 million |