← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2022-03-31 · Filed 2022-05-16 · Accession 0001567619-22-010934
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | COM · 023135106 | LONG | 445,798 | $1.45 billion |
| 2 | ATLASSIAN CORP PLC | CL A · G06242104 | LONG | 1,401,024 | $411.7 million |
| 3 | AVIDXCHANGE HOLDINGS INC | COM · 05368X102 | LONG | 5,080,632 | $40.9 million |
| 4 | BATH & BODY WORKS INC | COM · 070830104 | LONG | 22,221,713 | $1.06 billion |
| 5 | BILL COM HLDGS INC | COM · 090043100 | LONG | 1,365,353 | $309.6 million |
| 6 | BLOCK INC | CL A · 852234103 | LONG | 2,984,115 | $404.6 million |
| 7 | DATADOG INC | CL A COM · 23804L103 | LONG | 2,965,288 | $449.2 million |
| 8 | DICKS SPORTING GOODS INC | COM · 253393102 | LONG | 3,731,656 | $373.2 million |
| 9 | DOORDASH INC | CL A · 25809K105 | LONG | 4,554,779 | $533.8 million |
| 10 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 17,201,243 | $260.1 million |
| 11 | FIRST CTZNS BANCSHARES INC N | CL A · 31946M103 | LONG | 91,634 | $61.0 million |
| 12 | HUBSPOT INC | COM · 443573100 | LONG | 446,951 | $212.3 million |
| 13 | MARQETA INC | CLASS A COM · 57142B104 | LONG | 16,609,826 | $183.4 million |
| 14 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 2,419,160 | $864.6 million |
| 15 | MATCH GROUP INC NEW | COM · 57667L107 | LONG | 6,201,440 | $674.3 million |
| 16 | META PLATFORMS INC | CL A · 30303M102 | LONG | 3,662,065 | $814.3 million |
| 17 | MICROSOFT CORP | COM · 594918104 | LONG | 4,997,089 | $1.54 billion |
| 18 | PROSHARES TR II | VIX SH TRM FUTRS · 74347Y854 | PUT | 500,000 | $8.3 million |
| 19 | RH | COM · 74967X103 | LONG | 1,709,193 | $557.4 million |
| 20 | SERVICENOW INC | COM · 81762P102 | LONG | 1,979,148 | $1.10 billion |
| 21 | SHOPIFY INC | CL A · 82509L107 | LONG | 1,034,303 | $699.1 million |
| 22 | SNAP INC | CL A · 83304A106 | LONG | 18,461,748 | $664.4 million |
| 23 | SWEETGREEN INC | COM CL A · 87043Q108 | LONG | 4,556,503 | $145.8 million |
| 24 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 7,981,414 | $832.1 million |
| 25 | THERMO FISHER SCIENTIFIC INC | COM · 883556102 | LONG | 520,709 | $307.6 million |
| 26 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 865,578 | $441.4 million |
| 27 | VICTORIAS SECRET AND CO | COMMON STOCK · 926400102 | LONG | 7,396,702 | $379.9 million |
| 28 | VISA INC | COM CL A · 92826C839 | LONG | 3,442,381 | $763.4 million |
| 29 | VTEX | SHS CL A · G9470A102 | LONG | 5,274,887 | $32.4 million |
| 30 | WORKDAY INC | CL A · 98138H101 | LONG | 5,122,512 | $1.23 billion |