← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2021-03-31 · Filed 2021-05-18 · Accession 0001567619-21-010580
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 2,622,406 | $1.25 billion |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 481,744 | $1.49 billion |
| 3 | ARGENX SE | SPONSORED ADR · 04016X101 | LONG | 546,259 | $150.4 million |
| 4 | ASCENDIS PHARMA A/S | SPONSORED ADR · 04351P101 | LONG | 1,436,981 | $185.2 million |
| 5 | ATLASSIAN CORP PLC | CL A · G06242104 | LONG | 2,974,571 | $626.9 million |
| 6 | BILIBILI INC | SPONS ADS REP Z · 090040106 | LONG | 4,200,332 | $449.7 million |
| 7 | BILL COM HLDGS INC | COM · 090043100 | LONG | 2,820,713 | $410.4 million |
| 8 | BLUEPRINT MEDICINES CORP | COM · 09627Y109 | LONG | 2,709,138 | $263.4 million |
| 9 | CARVANA CO | CL A · 146869102 | LONG | 2,408,209 | $631.9 million |
| 10 | COUPA SOFTWARE INC | COM · 22266L106 | LONG | 4,151,913 | $1.06 billion |
| 11 | DATADOG INC | CL A COM · 23804L103 | LONG | 6,541,966 | $545.2 million |
| 12 | DEXCOM INC | COM · 252131107 | LONG | 2,373,148 | $852.9 million |
| 13 | DOORDASH INC | CL A · 25809K105 | LONG | 6,723,551 | $881.7 million |
| 14 | META PLATFORMS INC | CL A · 30303M102 | LONG | 5,662,359 | $1.67 billion |
| 15 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 13,681,330 | $725.4 million |
| 16 | FATE THERAPEUTICS INC | COM · 31189P102 | LONG | 1,749,284 | $144.2 million |
| 17 | FORMA THERAPEUTICS HLDGS INC | SHS · 34633R104 | LONG | 800,000 | $22.4 million |
| 18 | GLOBAL PMTS INC | COM · 37940X102 | LONG | 4,245,296 | $855.8 million |
| 19 | ICICI BANK LIMITED | ADR · 45104G104 | LONG | 43,155,826 | $691.8 million |
| 20 | INSULET CORP | COM · 45784P101 | LONG | 380,690 | $99.3 million |
| 21 | L BRANDS INC | COM · 501797104 | LONG | 26,265,094 | $1.62 billion |
| 22 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 2,031,733 | $723.4 million |
| 23 | MATCH GROUP INC NEW | COM · 57667L107 | LONG | 6,204,685 | $852.4 million |
| 24 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 715,152 | $1.05 billion |
| 25 | MICROSOFT CORP | COM · 594918104 | LONG | 7,824,597 | $1.84 billion |
| 26 | MONGODB INC | CL A · 60937P106 | LONG | 131,371 | $35.1 million |
| 27 | NETFLIX INC | COM · 64110L106 | LONG | 1,828,120 | $953.7 million |
| 28 | NUANCE COMMUNICATIONS INC | COM · 67020Y100 | LONG | 9,009,792 | $393.2 million |
| 29 | QUALTRICS INTL INC | COM CL A · 747601201 | LONG | 650,000 | $21.4 million |
| 30 | SERVICENOW INC | COM · 81762P102 | LONG | 1,478,725 | $739.5 million |
| 31 | SHOPIFY INC | CL A · 82509L107 | LONG | 1,712,490 | $1.89 billion |
| 32 | SNAP INC | CL A · 83304A106 | LONG | 24,015,574 | $1.26 billion |
| 33 | SNOWFLAKE INC | CL A · 833445109 | LONG | 1,267,426 | $290.6 million |
| 34 | BLOCK INC | CL A · 852234103 | LONG | 3,145,145 | $714.1 million |
| 35 | STONECO LTD | COM CL A · G85158106 | LONG | 6,534,257 | $400.0 million |
| 36 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 3,146,574 | $1.17 billion |
| 37 | WORKDAY INC | CL A · 98138H101 | LONG | 2,153,463 | $535.0 million |
| 38 | ZYMEWORKS INC | COM · 98985W102 | LONG | 976,735 | $30.8 million |