Lone Pine Capital Q2 2022 holdings

$10.6 Billion is the total value of Lone Pine Capital's 30 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 47.1% .

 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$894,198
-42.0%
3,481,673
-30.3%
8.43%
-8.0%
WDAY SellWORKDAY INCcl a$700,579
-42.9%
5,019,190
-2.0%
6.60%
-9.5%
NOW SellSERVICENOW INC$614,562
-44.2%
1,292,399
-34.7%
5.79%
-11.7%
MA SellMASTERCARD INCORPORATEDcl a$487,389
-43.6%
1,544,912
-36.1%
4.59%
-10.7%
V SellVISA INC$425,485
-44.3%
2,161,028
-37.2%
4.01%
-11.7%
UNH SellUNITEDHEALTH GROUP INC$411,064
-6.9%
800,312
-7.5%
3.88%
+47.6%
VIXY SellPROSHARES TR IIput$1,825
-78.0%
100,000
-80.0%
0.02%
-65.3%
SQ SellBLOCK INCcl a$1,462
-99.6%
23,787
-99.2%
0.01%
-99.4%
SHOP SellSHOPIFY INCcl a$781
-99.9%
25,000
-97.6%
0.01%
-99.8%
HUBS ExitHUBSPOT INC$0-446,951
-100.0%
-1.26%
FTCH ExitFARFETCH LTDord sh cl a$0-17,201,243
-100.0%
-1.55%
BILL ExitBILL COM HLDGS INC$0-1,365,353
-100.0%
-1.84%
ExitVICTORIAS SECRET AND CO$0-7,396,702
-100.0%
-2.26%
DDOG ExitDATADOG INC$0-2,965,288
-100.0%
-2.67%
DASH ExitDOORDASH INCcl a$0-4,554,779
-100.0%
-3.18%
SNAP ExitSNAP INCcl a$0-18,461,748
-100.0%
-3.95%
MTCH ExitMATCH GROUP INC NEW$0-6,201,440
-100.0%
-4.01%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Kerry A. Tyler — Managing Director, Chief Operating Officer

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EDGAR filings