← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2021-12-31 · Filed 2022-02-14 · Accession 0001567619-22-004367
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADOBE INC | COM · 00724F101 | LONG | 1,093,713 | $620.2 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 617,321 | $2.06 billion |
| 3 | AMPLITUDE INC | COM CL A · 03213A104 | LONG | 1,877,000 | $99.4 million |
| 4 | AVIDXCHANGE HOLDINGS INC | COM · 05368X102 | LONG | 5,080,632 | $76.5 million |
| 5 | BATH & BODY WORKS INC | COM · 070830104 | LONG | 24,300,268 | $1.70 billion |
| 6 | BLOCK INC | CL A · 852234103 | LONG | 277,372 | $44.8 million |
| 7 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 4,398,572 | $335.3 million |
| 8 | DATADOG INC | CL A COM · 23804L103 | LONG | 3,272,681 | $582.9 million |
| 9 | DOORDASH INC | CL A · 25809K105 | LONG | 8,252,069 | $1.23 billion |
| 10 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 24,439,933 | $817.0 million |
| 11 | FRESHWORKS INC | CLASS A COM · 358054104 | LONG | 275,000 | $7.2 million |
| 12 | KE HLDGS INC | SPONSORED ADS · 482497104 | LONG | 30,957,063 | $622.9 million |
| 13 | MARQETA INC | CLASS A COM · 57142B104 | LONG | 17,476,795 | $300.1 million |
| 14 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 4,822,796 | $1.73 billion |
| 15 | MATCH GROUP INC NEW | COM · 57667L107 | LONG | 8,872,280 | $1.17 billion |
| 16 | MICROSOFT CORP | COM · 594918104 | LONG | 4,694,472 | $1.58 billion |
| 17 | NETEASE INC | SPONSORED ADS · 64110W102 | LONG | 4,452,541 | $453.2 million |
| 18 | PVH CORPORATION | COM · 693656100 | LONG | 3,065,646 | $327.0 million |
| 19 | RH | COM · 74967X103 | LONG | 1,603,888 | $859.6 million |
| 20 | SERVICENOW INC | COM · 81762P102 | LONG | 2,005,586 | $1.30 billion |
| 21 | SHOPIFY INC | CL A · 82509L107 | LONG | 1,389,635 | $1.91 billion |
| 22 | SNAP INC | CL A · 83304A106 | LONG | 33,478,637 | $1.57 billion |
| 23 | SNOWFLAKE INC | CL A · 833445109 | LONG | 1,646,640 | $557.8 million |
| 24 | SWEETGREEN INC | COM CL A · 87043Q108 | LONG | 4,556,503 | $145.8 million |
| 25 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 2,296,087 | $1.15 billion |
| 26 | VICTORIAS SECRET AND CO | COMMON STOCK · 926400102 | LONG | 8,195,810 | $455.2 million |
| 27 | VISA INC | COM CL A · 92826C839 | LONG | 4,833,625 | $1.05 billion |
| 28 | VTEX | SHS CL A · G9470A102 | LONG | 5,274,887 | $56.5 million |
| 29 | WORKDAY INC | CL A · 98138H101 | LONG | 5,814,667 | $1.59 billion |