Lone Pine Capital Q1 2021 13F Holdings

Lone Pine Capital Q1 2021 holdings
TickerName Value Shares↓ Weighting
SHOP SHOPIFY INCcl aReduce  $1,894,870
-6.8%
1,712,490
-4.6%
6.88%
-6.8%
MSFT MICROSOFT CORPAdd  $1,844,805
31.4%
7,824,597
24.0%
6.70%
31.3%
FB FACEBOOK INCcl aAdd  $1,667,735
70.8%
5,662,359
58.4%
6.06%
70.6%
LB L BRANDS INC  $1,624,759
66.3%
26,265,0940.0%5.90%
66.3%
AMZN AMAZON COM INCAdd  $1,490,554
78.0%
481,744
87.4%
5.41%
77.9%
SNAP SNAP INCcl aAdd  $1,255,774
28.5%
24,015,574
23.1%
4.56%
28.4%
ADBE ADOBE SYSTEMS INCORPOR...Add  $1,246,613
23.4%
2,622,406
29.8%
4.53%
23.3%
UNH UNITEDHEALTH GROUP INCReduce  $1,170,746
5.0%
3,146,574
-1.1%
4.25%
4.9%
COUP COUPA SOFTWARE INCReduce  $1,056,579
-26.1%
4,151,913
-1.6%
3.84%
-26.2%
MELI MERCADOLIBRE INCAdd  $1,052,804
5.2%
715,152
19.8%
3.82%
5.2%
NFLX NETFLIX INCReduce  $953,657
-28.1%
1,828,120
-25.4%
3.46%
-28.1%
DASH DOORDASH INCcl aAdd  $881,659
173.7%
6,723,551
197.9%
3.20%
173.4%
GPN GLOBAL PMTS INCReduce  $855,767
-37.3%
4,245,296
-32.9%
3.11%
-37.3%
DXCM DEXCOM INCAdd  $852,886
1.7%
2,373,148
4.6%
3.10%
1.6%
MTCH MATCH GROUP INC NEWAdd  $852,400
7.0%
6,204,685
17.8%
3.10%
7.0%
NOW SERVICENOW INCAdd  $739,525
11.0%
1,478,725
22.1%
2.69%
10.9%
FTCH FARFETCH LTDord sh cl aAdd  $725,384
41.0%
13,681,330
69.6%
2.64%
40.9%
MA MASTERCARD INCORPORATEDcl aReduce  $723,399
-25.5%
2,031,733
-25.3%
2.63%
-25.5%
SQ SQUARE INCcl aReduce  $714,105
-21.9%
3,145,145
-25.1%
2.59%
-21.9%
IBN ICICI BANK LIMITEDadrNew  $691,78843,155,8262.51%
CVNA CARVANA COcl aReduce  $631,914
7.8%
2,408,209
-1.6%
2.30%
7.6%
TEAM ATLASSIAN CORP PLCcl aReduce  $626,921
-21.7%
2,974,571
-13.1%
2.28%
-21.8%
DDOG DATADOG INCReduce  $545,207
-21.9%
6,541,966
-7.7%
1.98%
-22.0%
WDAY WORKDAY INCcl aNew  $534,9852,153,4631.94%
BILI BILIBILI INCspons ads rep zReduce  $449,688
-12.6%
4,200,332
-30.0%
1.63%
-12.7%
BILL BILL COM HLDGS INCAdd  $410,414
8.6%
2,820,713
1.9%
1.49%
8.5%
STNE STONECO LTDAdd  $400,027
-25.2%
6,534,257
2.6%
1.45%
-25.2%
NUAN NUANCE COMMUNICATIONS INC  $393,187
-1.0%
9,009,7920.0%1.43%
-1.1%
SNOW SNOWFLAKE INCcl aAdd  $290,595
241.9%
1,267,426
319.6%
1.06%
241.7%
BPMC BLUEPRINT MEDICINES CORP  $263,409
-13.3%
2,709,1380.0%0.96%
-13.3%
ASND ASCENDIS PHARMA A/Ssponsored adrAdd  $185,198
24.1%
1,436,981
60.6%
0.67%
24.2%
ARGX ARGENX SEsponsored adrAdd  $150,434
-4.6%
546,259
1.9%
0.55%
-4.7%
FATE FATE THERAPEUTICS INCAdd  $144,228
79.5%
1,749,284
98.0%
0.52%
79.5%
PODD INSULET CORPNew  $99,330380,6900.36%
MDB MONGODB INCcl aReduce  $35,133
-88.9%
131,371
-85.1%
0.13%
-88.9%
ZYME ZYMEWORKS INC  $30,845
-33.2%
976,7350.0%0.11%
-33.3%
FMTX FORMA THERAPEUTICS HLD...  $22,416
-19.7%
800,0000.0%0.08%
-19.8%
XM QUALTRICS INTL INCNew  $21,392650,0000.08%
XP XP INCcl aSold out  $0-80,569-0.01%
FOLD AMICUS THERAPEUTICS INCSold out  $0-6,678,788-0.56%
HWM HOWMET AEROSPACE INCSold out  $0-7,527,593-0.78%
FIS FIDELITY NATL INFORMAT...Sold out  $0-2,799,907-1.44%
HUM HUMANA INCSold out  $0-1,508,296-2.25%
ADSK AUTODESK INCSold out  $0-2,212,480-2.46%
DOCU DOCUSIGN INCSold out  $0-4,056,072-3.28%