Lone Pine Capital Q2 2021 13F Holdings

Lone Pine Capital Q2 2021 holdings
TickerName Value Shares↓ Weighting
SHOP SHOPIFY INCcl aReduce  $2,385,123
25.9%
1,632,550
-4.7%
7.53%
9.4%
LB L BRANDS INC  $1,892,663
16.5%
26,265,0940.0%5.98%
1.3%
FB FACEBOOK INCcl aReduce  $1,733,581
3.9%
4,985,709
-11.9%
5.48%
-9.6%
AMZN AMAZON COM INCAdd  $1,667,587
11.9%
484,741
0.6%
5.27%
-2.7%
SNAP SNAP INCcl aReduce  $1,563,287
24.5%
22,942,282
-4.5%
4.94%
8.2%
MSFT MICROSOFT CORPReduce  $1,429,125
-22.5%
5,275,472
-32.6%
4.51%
-32.7%
ADBE ADOBE SYSTEMS INCORPOR...Reduce  $1,415,464
13.5%
2,416,952
-7.8%
4.47%
-1.3%
SQ SQUARE INCcl aAdd  $1,393,383
95.1%
5,715,271
81.7%
4.40%
69.6%
NOW SERVICENOW INCAdd  $1,356,728
83.5%
2,468,798
67.0%
4.28%
59.5%
DASH DOORDASH INCcl aAdd  $1,330,370
50.9%
7,460,157
11.0%
4.20%
31.2%
MTCH MATCH GROUP INC NEWAdd  $1,249,123
46.5%
7,746,500
24.8%
3.94%
27.4%
COUP COUPA SOFTWARE INCAdd  $1,223,959
15.8%
4,669,637
12.5%
3.86%
0.7%
UNH UNITEDHEALTH GROUP INCReduce  $1,203,719
2.8%
3,005,990
-4.5%
3.80%
-10.6%
GPN GLOBAL PMTS INCAdd  $1,039,402
21.5%
5,542,294
30.6%
3.28%
5.6%
FTCH FARFETCH LTDord sh cl aAdd  $950,136
31.0%
18,866,886
37.9%
3.00%
13.9%
MRNA MODERNA INCNew  $937,7813,990,8972.96%
WDAY WORKDAY INCcl aAdd  $818,249
52.9%
3,427,366
59.2%
2.58%
33.0%
DXCM DEXCOM INCReduce  $797,759
-6.5%
1,868,287
-21.3%
2.52%
-18.7%
IBN ICICI BANK LIMITEDadr  $737,965
6.7%
43,155,8260.0%2.33%
-7.2%
RH RHNew  $693,1401,020,8252.19%
TWTR TWITTER INCNew  $681,4229,902,9472.15%
MA MASTERCARD INCORPORATEDcl aReduce  $658,549
-9.0%
1,803,798
-11.2%
2.08%
-20.9%
CVNA CARVANA COcl aReduce  $646,592
2.3%
2,142,309
-11.0%
2.04%
-11.0%
BEKE KE HLDGS INCsponsored adsNew  $623,14013,069,2171.97%
DDOG DATADOG INCReduce  $606,931
11.3%
5,831,385
-10.9%
1.92%
-3.2%
STNE STONECO LTDAdd  $593,242
48.3%
8,846,433
35.4%
1.87%
29.0%
MQ MARQETA INCNew  $490,57417,476,7951.55%
TDG TRANSDIGM GROUP INCNew  $464,407717,4631.47%
PVH PVH CORPORATIONNew  $292,6132,719,7090.92%
FIGS FIGS INCcl aNew  $214,1564,274,5770.68%
ASND ASCENDIS PHARMA A/Ssponsored adr  $189,035
2.1%
1,436,9810.0%0.60%
-11.3%
CFLT CONFLUENT INCNew  $172,3573,628,5780.54%
FATE FATE THERAPEUTICS INC  $151,820
5.3%
1,749,2840.0%0.48%
-8.6%
ZYME ZYMEWORKS INC  $33,883
9.8%
976,7350.0%0.11%
-4.5%
FMTX FORMA THERAPEUTICS HLD...  $19,912
-11.2%
800,0000.0%0.06%
-22.2%
S SENTINELONE INCcl aNew  $7,438175,0000.02%
XM QUALTRICS INTL INCSold out  $0-650,000-0.08%
MDB MONGODB INCcl aSold out  $0-131,371-0.13%
PODD INSULET CORPSold out  $0-380,690-0.36%
ARGX ARGENX SEsponsored adrSold out  $0-546,259-0.55%
BPMC BLUEPRINT MEDICINES CORPSold out  $0-2,709,138-0.96%
SNOW SNOWFLAKE INCcl aSold out  $0-1,267,426-1.06%
NUAN NUANCE COMMUNICATIONS INCSold out  $0-9,009,792-1.43%
BILL BILL COM HLDGS INCSold out  $0-2,820,713-1.49%
BILI BILIBILI INCspons ads rep zSold out  $0-4,200,332-1.63%
TEAM ATLASSIAN CORP PLCcl aSold out  $0-2,974,571-2.28%
NFLX NETFLIX INCSold out  $0-1,828,120-3.46%
MELI MERCADOLIBRE INCSold out  $0-715,152-3.82%
  • Lone Pine Capital Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $31.7 Billion
  • Holdings
    36
  • Turnover
    57.9%
  • EDGAR