← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2019-09-30 · Filed 2019-11-14 · Accession 0001567619-19-021576
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | COM · 00507V109 | LONG | 11,244,387 | $595.1 million |
| 2 | ADOBE INC | COM · 00724F101 | LONG | 3,553,638 | $981.7 million |
| 3 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 7,292,562 | $1.22 billion |
| 4 | AMAZON COM INC | COM · 023135106 | LONG | 621,979 | $1.08 billion |
| 5 | ATLASSIAN CORP PLC | CL A · G06242104 | LONG | 2,081,512 | $261.1 million |
| 6 | AUTODESK INC | COM · 052769106 | LONG | 4,507,799 | $665.8 million |
| 7 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 211,257 | $414.6 million |
| 8 | CANADIAN PAC RY LTD | COM · 13645T100 | LONG | 1,870,085 | $416.0 million |
| 9 | CHEWY INC | CL A · 16679L109 | LONG | 5,071,531 | $124.7 million |
| 10 | COUPA SOFTWARE INC | COM · 22266L106 | LONG | 1,396,116 | $180.9 million |
| 11 | DOMINOS PIZZA INC | COM · 25754A201 | LONG | 2,177,742 | $532.7 million |
| 12 | D R HORTON INC | COM · 23331A109 | LONG | 3,333,812 | $175.7 million |
| 13 | EQUIFAX INC | COM · 294429105 | LONG | 3,068,747 | $431.7 million |
| 14 | META PLATFORMS INC | CL A · 30303M102 | LONG | 1,948,388 | $347.0 million |
| 15 | GLOBAL PMTS INC | COM · 37940X102 | LONG | 3,655,380 | $581.2 million |
| 16 | HERBALIFE NUTRITION LTD | COM SHS · G4412G101 | LONG | 2,101,639 | $79.6 million |
| 17 | HUMANA INC | COM · 444859102 | LONG | 1,588,743 | $406.2 million |
| 18 | IQVIA HLDGS INC | COM · 46266C105 | LONG | 3,549,209 | $530.2 million |
| 19 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 1,607,257 | $436.5 million |
| 20 | MEDALLIA INC | COM · 584021109 | LONG | 737,593 | $20.2 million |
| 21 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 580,417 | $319.9 million |
| 22 | MICROSOFT CORP | COM · 594918104 | LONG | 6,059,549 | $842.5 million |
| 23 | NETFLIX INC | COM · 64110L106 | LONG | 2,355,038 | $630.3 million |
| 24 | S&P GLOBAL INC | COM · 78409V104 | LONG | 1,724,511 | $422.5 million |
| 25 | SALESFORCE COM INC | COM · 79466L302 | LONG | 5,104,760 | $757.8 million |
| 26 | SEA LTD | SPONSORED ADS · 81141R100 | LONG | 6,862,222 | $212.4 million |
| 27 | SERVICENOW INC | COM · 81762P102 | LONG | 1,697,825 | $431.0 million |
| 28 | SHOPIFY INC | CL A · 82509L107 | LONG | 1,377,171 | $429.2 million |
| 29 | SMARTSHEET INC | COM CL A · 83200N103 | LONG | 506,100 | $18.2 million |
| 30 | BLOCK INC | CL A · 852234103 | LONG | 8,010,127 | $496.2 million |
| 31 | TIFFANY & CO NEW | COM · 886547108 | LONG | 6,381,880 | $591.2 million |
| 32 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 1,284,058 | $668.6 million |
| 33 | TWILIO INC | CL A · 90138F102 | LONG | 15,835 | $1.7 million |
| 34 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 3,001,420 | $84.8 million |
| 35 | UNION PAC CORP | COM · 907818108 | LONG | 2,569,779 | $416.3 million |
| 36 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 4,528,854 | $984.2 million |
| 37 | WORLD WRESTLING ENTMT INC | CL A · 98156Q108 | LONG | 2,959,183 | $210.5 million |