Lone Pine Capital as of Sept. 30, 2017
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 30 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 7.7 | $1.6B | 4.4M | 363.42 | |
| Alibaba Group Holding (BABA) | 7.4 | $1.5B | 8.8M | 172.71 | |
| Constellation Brands (STZ) | 6.9 | $1.4B | 7.1M | 199.45 | |
| Activision Blizzard | 6.2 | $1.3B | 20M | 64.51 | |
| Comcast Corporation (CMCSA) | 6.1 | $1.3B | 33M | 38.48 | |
| Broad | 6.0 | $1.2B | 5.1M | 242.54 | |
| Quintiles Transnatio Hldgs I | 4.7 | $956M | 10M | 95.07 | |
| UnitedHealth (UNH) | 4.2 | $862M | 4.4M | 195.85 | |
| Facebook Inc cl a (META) | 4.2 | $860M | 5.0M | 170.87 | |
| Microsoft Corporation (MSFT) | 4.1 | $844M | 11M | 74.49 | |
| priceline.com Incorporated | 3.6 | $746M | 407k | 1830.82 | |
| Expedia (EXPE) | 3.3 | $670M | 4.7M | 143.94 | |
| MasterCard Incorporated (MA) | 3.1 | $634M | 4.5M | 141.20 | |
| Servicenow (NOW) | 3.0 | $620M | 5.3M | 117.53 | |
| Intercontinental Exchange (ICE) | 2.9 | $601M | 8.7M | 68.70 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $587M | 3.9M | 149.18 | |
| salesforce (CRM) | 2.9 | $586M | 6.3M | 93.42 | |
| Transunion (TRU) | 2.8 | $584M | 12M | 47.26 | |
| Equinix (EQIX) | 2.8 | $568M | 1.3M | 446.30 | |
| Grupo Televisa (TV) | 2.5 | $514M | 21M | 24.67 | |
| Electronic Arts (EA) | 2.4 | $500M | 4.2M | 118.06 | |
| Paypal Holdings (PYPL) | 2.1 | $430M | 6.7M | 64.03 | |
| MercadoLibre (MELI) | 2.0 | $422M | 1.6M | 258.93 | |
| Wynn Resorts (WYNN) | 1.9 | $399M | 2.7M | 148.92 | |
| Metropcs Communications (TMUS) | 1.4 | $281M | 4.6M | 61.66 | |
| Advance Auto Parts (AAP) | 1.1 | $234M | 2.4M | 99.20 | |
| Vantiv Inc Cl A | 0.8 | $162M | 2.3M | 70.47 | |
| FleetCor Technologies | 0.6 | $124M | 802k | 154.77 | |
| Anheuser-Busch InBev NV (BUD) | 0.4 | $85M | 716k | 119.30 | |
| Barclays Bk Plc Ipath S&p500 Vix etf | 0.1 | $9.8M | 250k | 39.19 |
