← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2021-06-30 · Filed 2021-08-16 · Accession 0001567619-21-015851
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 2,416,952 | $1.42 billion |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 484,741 | $1.67 billion |
| 3 | ASCENDIS PHARMA A/S | SPONSORED ADR · 04351P101 | LONG | 1,436,981 | $189.0 million |
| 4 | L BRANDS INC | COM · 501797104 | LONG | 26,265,094 | $1.89 billion |
| 5 | CARVANA CO | CL A · 146869102 | LONG | 2,142,309 | $646.6 million |
| 6 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 3,628,578 | $172.4 million |
| 7 | COUPA SOFTWARE INC | COM · 22266L106 | LONG | 4,669,637 | $1.22 billion |
| 8 | DATADOG INC | CL A COM · 23804L103 | LONG | 5,831,385 | $606.9 million |
| 9 | DEXCOM INC | COM · 252131107 | LONG | 1,868,287 | $797.8 million |
| 10 | DOORDASH INC | CL A · 25809K105 | LONG | 7,460,157 | $1.33 billion |
| 11 | META PLATFORMS INC | CL A · 30303M102 | LONG | 4,985,709 | $1.73 billion |
| 12 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 18,866,886 | $950.1 million |
| 13 | FATE THERAPEUTICS INC | COM · 31189P102 | LONG | 1,749,284 | $151.8 million |
| 14 | FIGS INC | CL A · 30260D103 | LONG | 4,274,577 | $214.2 million |
| 15 | FORMA THERAPEUTICS HLDGS INC | SHS · 34633R104 | LONG | 800,000 | $19.9 million |
| 16 | GLOBAL PMTS INC | COM · 37940X102 | LONG | 5,542,294 | $1.04 billion |
| 17 | ICICI BANK LIMITED | ADR · 45104G104 | LONG | 43,155,826 | $738.0 million |
| 18 | KE HLDGS INC | SPONSORED ADS · 482497104 | LONG | 13,069,217 | $623.1 million |
| 19 | MARQETA INC | CLASS A COM · 57142B104 | LONG | 17,476,795 | $490.6 million |
| 20 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 1,803,798 | $658.5 million |
| 21 | MATCH GROUP INC NEW | COM · 57667L107 | LONG | 7,746,500 | $1.25 billion |
| 22 | MICROSOFT CORP | COM · 594918104 | LONG | 5,275,472 | $1.43 billion |
| 23 | MODERNA INC | COM · 60770K107 | LONG | 3,990,897 | $937.8 million |
| 24 | PVH CORPORATION | COM · 693656100 | LONG | 2,719,709 | $292.6 million |
| 25 | RH | COM · 74967X103 | LONG | 1,020,825 | $693.1 million |
| 26 | SENTINELONE INC | CL A · 81730H109 | LONG | 175,000 | $7.4 million |
| 27 | SERVICENOW INC | COM · 81762P102 | LONG | 2,468,798 | $1.36 billion |
| 28 | SHOPIFY INC | CL A · 82509L107 | LONG | 1,632,550 | $2.39 billion |
| 29 | SNAP INC | CL A · 83304A106 | LONG | 22,942,282 | $1.56 billion |
| 30 | BLOCK INC | CL A · 852234103 | LONG | 5,715,271 | $1.39 billion |
| 31 | STONECO LTD | COM CL A · G85158106 | LONG | 8,846,433 | $593.2 million |
| 32 | TRANSDIGM GROUP INC | COM · 893641100 | LONG | 717,463 | $464.4 million |
| 33 | TWITTER INC | COM · 90184L102 | LONG | 9,902,947 | $681.4 million |
| 34 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 3,005,990 | $1.20 billion |
| 35 | WORKDAY INC | CL A · 98138H101 | LONG | 3,427,366 | $818.2 million |
| 36 | ZYMEWORKS INC | COM · 98985W102 | LONG | 976,735 | $33.9 million |