← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2019-06-30 · Filed 2019-08-14 · Accession 0001567619-19-016976
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | COM · 00507V109 | LONG | 10,324,534 | $487.3 million |
| 2 | ADOBE INC | COM · 00724F101 | LONG | 3,743,938 | $1.10 billion |
| 3 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 5,875,662 | $995.6 million |
| 4 | AMAZON COM INC | COM · 023135106 | LONG | 466,511 | $883.4 million |
| 5 | ATLASSIAN CORP PLC | CL A · G06242104 | LONG | 37,900 | $5.0 million |
| 6 | AUTODESK INC | COM · 052769106 | LONG | 3,989,892 | $650.0 million |
| 7 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 321,396 | $602.5 million |
| 8 | CANADIAN PAC RY LTD | COM · 13645T100 | LONG | 2,706,006 | $636.6 million |
| 9 | CHEWY INC | CL A · 16679L109 | LONG | 3,292,923 | $115.3 million |
| 10 | COUPA SOFTWARE INC | COM · 22266L106 | LONG | 652,824 | $82.7 million |
| 11 | DOMINOS PIZZA INC | COM · 25754A201 | LONG | 1,247,255 | $347.1 million |
| 12 | D R HORTON INC | COM · 23331A109 | LONG | 12,430,413 | $536.1 million |
| 13 | FACEBOOK INC | CL A · 30303M102 | LONG | 3,002,136 | $579.4 million |
| 14 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 6,185,907 | $995.3 million |
| 15 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 1,670,957 | $442.0 million |
| 16 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 476,373 | $291.4 million |
| 17 | MICROSOFT CORP | COM · 594918104 | LONG | 7,384,511 | $989.2 million |
| 18 | S&P GLOBAL INC | COM · 78409V104 | LONG | 1,930,511 | $439.8 million |
| 19 | SALESFORCE COM INC | COM · 79466L302 | LONG | 2,941,733 | $446.3 million |
| 20 | SEA LTD | SPONSORED ADS · 81141R100 | LONG | 6,134,122 | $203.8 million |
| 21 | SERVICENOW INC | COM · 81762P102 | LONG | 1,311,525 | $360.1 million |
| 22 | SHOPIFY INC | CL A · 82509L107 | LONG | 1,502,771 | $451.1 million |
| 23 | BLOCK INC | CL A · 852234103 | LONG | 3,314,831 | $240.4 million |
| 24 | STONECO LTD | COM CL A · G85158106 | LONG | 2,528,303 | $74.8 million |
| 25 | TIFFANY & CO NEW | COM · 886547108 | LONG | 6,570,002 | $615.2 million |
| 26 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 1,585,504 | $767.1 million |
| 27 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 3,001,420 | $125.2 million |
| 28 | UNION PAC CORP | COM · 907818108 | LONG | 4,930,899 | $833.9 million |
| 29 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 3,772,254 | $920.5 million |
| 30 | WORLD WRESTLING ENTMT INC | CL A · 98156Q108 | LONG | 2,692,308 | $194.4 million |
| 31 | WYNN RESORTS LTD | COM · 983134107 | LONG | 5,406,697 | $670.4 million |