Lone Pine Capital as of June 30, 2017
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 33 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 8.4 | $1.6B | 12M | 140.90 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.5 | $1.5B | 4.4M | 336.85 | |
| Constellation Brands (STZ) | 6.5 | $1.3B | 6.6M | 193.73 | |
| Activision Blizzard | 6.3 | $1.2B | 22M | 57.57 | |
| Broad | 6.3 | $1.2B | 5.3M | 233.05 | |
| FleetCor Technologies | 4.8 | $945M | 6.6M | 144.21 | |
| Facebook Inc cl a (META) | 4.7 | $931M | 6.2M | 150.98 | |
| Quintiles Transnatio Hldgs I | 4.6 | $900M | 10M | 89.50 | |
| Comcast Corporation (CMCSA) | 4.0 | $796M | 20M | 38.92 | |
| Expedia (EXPE) | 3.4 | $674M | 4.5M | 148.95 | |
| Microsoft Corporation (MSFT) | 3.4 | $668M | 9.7M | 68.93 | |
| O'reilly Automotive (ORLY) | 3.2 | $622M | 2.8M | 218.74 | |
| Symantec Corporation | 3.0 | $596M | 21M | 28.25 | |
| MasterCard Incorporated (MA) | 2.9 | $564M | 4.6M | 121.45 | |
| CSX Corporation (CSX) | 2.9 | $563M | 10M | 54.56 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $556M | 3.9M | 141.44 | |
| Equinix (EQIX) | 2.8 | $547M | 1.3M | 429.16 | |
| Grupo Televisa (TV) | 2.5 | $500M | 21M | 24.37 | |
| Metropcs Communications (TMUS) | 2.2 | $432M | 7.1M | 60.62 | |
| Intercontinental Exchange (ICE) | 2.1 | $419M | 6.4M | 65.92 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.1 | $413M | 1.4M | 287.34 | |
| Transunion (TRU) | 2.0 | $386M | 8.9M | 43.31 | |
| Servicenow (NOW) | 1.7 | $341M | 3.2M | 106.00 | |
| UnitedHealth (UNH) | 1.6 | $316M | 1.7M | 185.42 | |
| Arista Networks (ANET) | 1.4 | $277M | 1.8M | 149.79 | |
| Altice Usa Inc cl a (ATUS) | 1.4 | $271M | 8.4M | 32.30 | |
| Cheniere Energy (LNG) | 1.3 | $253M | 5.2M | 48.71 | |
| Advance Auto Parts (AAP) | 1.2 | $239M | 2.0M | 116.59 | |
| salesforce (CRM) | 1.2 | $229M | 2.6M | 86.60 | |
| Snap Inc cl a (SNAP) | 0.7 | $131M | 7.6M | 17.17 | |
| Albemarle Corporation (ALB) | 0.6 | $122M | 1.2M | 105.54 | |
| Liberty Media Corp Series C Li | 0.5 | $107M | 2.9M | 36.62 | |
| Ipath S&p 500 Vix Short-term Futures Etn | 0.1 | $13M | 1.0M | 12.76 |
