Lone Pine Capital Q4 2020 13F Holdings

Lone Pine Capital Q4 2020 holdings
TickerName ValueShares↓ Weighting
SHOP SHOPIFY INCcl aAdd  $2,032,179
15.3%
1,795,290
4.2%
7.39%
-2.4%
COUP COUPA SOFTWARE INCReduce  $1,430,439
20.5%
4,220,706
-2.5%
5.20%
2.0%
MSFT MICROSOFT CORPReduce  $1,404,025
3.6%
6,312,495
-2.0%
5.10%
-12.3%
GPN GLOBAL PMTS INCReduce  $1,363,828
20.1%
6,331,020
-1.0%
4.96%
1.6%
NFLX NETFLIX INCAdd  $1,325,935
17.8%
2,452,120
8.9%
4.82%
-0.3%
UNH UNITEDHEALTH GROUP INCReduce  $1,115,169
-9.4%
3,180,020
-19.4%
4.05%
-23.3%
ADBE ADOBE SYSTEMS INCORPOR...Add  $1,010,611
22.0%
2,020,738
19.6%
3.67%
3.2%
MELI MERCADOLIBRE INCAdd  $1,000,292
332.6%
597,111
179.5%
3.64%
266.1%
SNAP SNAP INCcl aNew  $976,89519,510,5873.55%
LB L BRANDS INC  $976,799
16.9%
26,265,0940.0%3.55%
-1.1%
FB FACEBOOK INCcl aReduce  $976,696
-36.2%
3,575,546
-38.9%
3.55%
-46.1%
MA MASTERCARD INCORPORATEDcl aAdd  $970,662
62.8%
2,719,397
54.2%
3.53%
37.7%
SQ SQUARE INCcl aReduce  $913,963
4.7%
4,199,424
-21.8%
3.32%
-11.4%
DOCU DOCUSIGN INCReduce  $901,665
1.3%
4,056,072
-1.9%
3.28%
-14.3%
DXCM DEXCOM INCAdd  $838,454
339.2%
2,267,809
389.7%
3.05%
271.7%
AMZN AMAZON COM INCReduce  $837,441
-21.2%
257,126
-23.8%
3.04%
-33.3%
TEAM ATLASSIAN CORP PLCcl aAdd  $800,565
33.9%
3,423,119
4.1%
2.91%
13.3%
MTCH MATCH GROUP INC NEWReduce  $796,330
-8.1%
5,267,083
-32.8%
2.89%
-22.3%
DDOG DATADOG INCAdd  $697,950
4.3%
7,090,101
8.3%
2.54%
-11.7%
ADSK AUTODESK INCReduce  $675,559
-0.1%
2,212,480
-24.4%
2.46%
-15.5%
NOW SERVICENOW INCReduce  $666,343
-22.4%
1,210,586
-31.6%
2.42%
-34.4%
HUM HUMANA INCReduce  $618,809
-31.2%
1,508,296
-30.6%
2.25%
-41.8%
CVNA CARVANA COcl aNew  $586,4572,448,2652.13%
STNE STONECO LTDReduce  $534,441
21.8%
6,368,457
-23.2%
1.94%
3.1%
BILI BILIBILI INCspons ads rep zNew  $514,6746,004,1271.87%
FTCH FARFETCH LTDord sh cl aNew  $514,6008,064,5601.87%
NUAN NUANCE COMMUNICATIONS INCAdd  $397,242
41.1%
9,009,792
6.2%
1.44%
19.4%
FIS FIDELITY NATL INFORMAT...New  $396,0752,799,9071.44%
BILL BILL COM HLDGS INCAdd  $377,929
70.0%
2,768,707
24.9%
1.37%
43.8%
DOORDASH INCcl aNew  $322,1772,256,9311.17%
MDB MONGODB INCcl aNew  $315,895879,8321.15%
BPMC BLUEPRINT MEDICINES CORPNew  $303,8302,709,1381.10%
HWM HOWMET AEROSPACE INCReduce  $214,838
62.9%
7,527,593
-4.6%
0.78%
37.8%
ARGX ARGENX SEsponsored adrNew  $157,708536,2590.57%
FOLD AMICUS THERAPEUTICS INCNew  $154,2136,678,7880.56%
ASND ASCENDIS PHARMA A/Ssponsored adrNew  $149,190894,5330.54%
SNOW SNOWFLAKE INCcl aReduce  $85,000
-66.2%
302,060
-69.9%
0.31%
-71.4%
FATE FATE THERAPEUTICS INCNew  $80,352883,6660.29%
ZYME ZYMEWORKS INCNew  $46,160976,7350.17%
FMTX FORMA THERAPEUTICS HLD...New  $27,920800,0000.10%
XP XP INCcl aNew  $3,19680,5690.01%
BEKE KE HLDGS INCsponsored adsSold out  $0-1,000,000-0.26%
BKNG BOOKING HOLDINGS INCSold out  $0-58,920-0.43%
PODD INSULET CORPSold out  $0-462,209-0.47%
TDG TRANSDIGM GROUP INCSold out  $0-754,410-1.54%
COF CAPITAL ONE FINL CORPSold out  $0-10,278,292-3.17%
PYPL PAYPAL HLDGS INCSold out  $0-6,000,915-5.08%