Lone Pine Capital

Lone Pine Capital as of March 31, 2018

Portfolio Holdings for Lone Pine Capital

Lone Pine Capital holds 30 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Facebook Inc cl a (META) 6.2 $1.2B 7.7M 159.79
Adobe Systems Incorporated (ADBE) 6.2 $1.2B 5.6M 216.08
Constellation Brands (STZ) 5.6 $1.1B 4.8M 227.92
Microsoft Corporation (MSFT) 5.6 $1.1B 12M 91.27
Alibaba Group Holding (BABA) 5.6 $1.1B 6.0M 183.54
Booking Holdings (BKNG) 5.3 $1.1B 508k 2080.39
Activision Blizzard 5.0 $982M 15M 67.46
Iqvia Holdings (IQV) 4.9 $970M 9.9M 98.11
UnitedHealth (UNH) 4.6 $910M 4.3M 214.00
Electronic Arts (EA) 4.4 $865M 7.1M 121.24
Amazon (AMZN) 4.2 $836M 578k 1447.34
Paypal Holdings (PYPL) 4.1 $809M 11M 75.87
CSX Corporation (CSX) 3.8 $745M 13M 55.71
Alphabet Inc Class C cs (GOOG) 3.4 $671M 650k 1031.79
Transunion (TRU) 3.4 $667M 12M 56.78
Broad 3.3 $645M 2.7M 235.65
Dollar Tree (DLTR) 3.0 $602M 6.3M 94.90
MercadoLibre (MELI) 2.9 $579M 1.6M 356.39
Sba Communications Corp (SBAC) 2.9 $579M 3.4M 170.92
Taiwan Semiconductor Mfg (TSM) 2.7 $540M 12M 43.76
BlackRock (BLK) 2.5 $498M 919k 541.72
Servicenow (NOW) 2.2 $443M 2.7M 165.45
TransDigm Group Incorporated (TDG) 2.2 $433M 1.4M 306.94
Wynn Resorts (WYNN) 2.1 $412M 2.3M 182.36
FleetCor Technologies 1.2 $233M 1.2M 202.50
Metropcs Communications (TMUS) 1.1 $213M 3.5M 61.04
Square Inc cl a (SQ) 0.7 $133M 2.7M 49.20
Pagseguro Digital Ltd-cl A (PAGS) 0.3 $70M 1.8M 38.32
EXACT Sciences Corporation (EXAS) 0.3 $52M 1.3M 40.33
Sea Ltd Adr Isin Us81141r1005 (SE) 0.2 $45M 4.0M 11.27