Lone Pine Capital as of March 31, 2019
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 29 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adobe Systems Incorporated (ADBE) | 7.0 | $1.2B | 4.5M | 266.49 | |
| Amazon (AMZN) | 6.8 | $1.2B | 652k | 1780.75 | |
| Iqvia Holdings (IQV) | 6.5 | $1.1B | 7.7M | 143.85 | |
| Microsoft Corporation (MSFT) | 6.2 | $1.1B | 9.0M | 117.94 | |
| Alibaba Group Holding (BABA) | 6.0 | $1.0B | 5.6M | 182.45 | |
| UnitedHealth (UNH) | 5.2 | $884M | 3.6M | 247.26 | |
| Constellation Brands (STZ) | 5.1 | $865M | 4.9M | 175.33 | |
| Facebook Inc cl a (META) | 4.7 | $807M | 4.8M | 166.69 | |
| TransDigm Group Incorporated (TDG) | 4.4 | $754M | 1.7M | 453.99 | |
| Tiffany & Co. | 4.2 | $715M | 6.8M | 105.55 | |
| Wynn Resorts (WYNN) | 4.2 | $711M | 6.0M | 119.32 | |
| Canadian Pacific Railway | 3.9 | $663M | 3.2M | 206.03 | |
| MasterCard Incorporated (MA) | 3.8 | $657M | 2.8M | 235.45 | |
| S&p Global (SPGI) | 3.8 | $651M | 3.1M | 210.55 | |
| CSX Corporation (CSX) | 3.5 | $599M | 8.0M | 74.82 | |
| Booking Holdings (BKNG) | 3.3 | $561M | 321k | 1744.91 | |
| Union Pacific Corporation (UNP) | 3.2 | $554M | 3.3M | 167.20 | |
| Autodesk (ADSK) | 3.1 | $536M | 3.4M | 155.82 | |
| Alphabet Inc Class C cs (GOOG) | 3.0 | $521M | 444k | 1173.31 | |
| Transunion (TRU) | 2.5 | $430M | 6.4M | 66.84 | |
| Servicenow (NOW) | 2.5 | $421M | 1.7M | 246.49 | |
| MercadoLibre (MELI) | 2.0 | $339M | 667k | 507.73 | |
| salesforce (CRM) | 1.8 | $310M | 2.0M | 158.37 | |
| D.R. Horton (DHI) | 1.6 | $272M | 6.6M | 41.38 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.0 | $171M | 7.3M | 23.52 | |
| Stoneco (STNE) | 0.5 | $85M | 2.1M | 41.11 | |
| World Wrestling Entertainment | 0.1 | $14M | 157k | 86.78 | |
| Shopify Inc cl a (SHOP) | 0.1 | $8.3M | 40k | 206.62 | |
| Square Inc cl a (SQ) | 0.1 | $9.0M | 120k | 74.92 |
