Lone Pine Capital

Companies in the Lone Pine Capital portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Adobe Systems Incorporated (ADBE) 7.05 4.53M 266.49
Amazon (AMZN) 6.78 651661 1780.75
Iqvia Holdings Inc 6.48 7.71M 143.85
Microsoft Corporation (MSFT) 6.23 9.04M 117.94
Alibaba Group Holding Ltd Spon 6.02 5.64M 182.45
UnitedHealth (UNH) 5.17 3.57M 247.26
Constellation Brands (STZ) 5.06 4.93M 175.33
Facebook Inc cl a 4.72 4.84M 166.69
TransDigm Group Incorporated (TDG) 4.41 1.66M 453.99
Tiffany & Co. (TIF) 4.18 6.78M 105.55
Wynn Resorts (WYNN) 4.15 5.96M 119.32
Canadian Pacific Railway Ltd 3.88 3.22M 206.03
MasterCard Incorporated (MA) 3.84 2.79M 235.45
S&p Global 3.80 3.09M 210.55
CSX Corporation (CSX) 3.50 8.00M 74.82
Booking Holdings 3.28 321396 1744.91
Union Pacific Corporation (UNP) 3.24 3.31M 167.20
Autodesk (ADSK) 3.13 3.44M 155.82
Alphabet Inc Class C cs 3.05 444419 1173.31
Transunion 2.51 6.44M 66.84
Servicenow 2.46 1.71M 246.49
MercadoLibre (MELI) 1.98 667206 507.73
salesforce (CRM) 1.81 1.96M 158.37
D.R. Horton (DHI) 1.59 6.57M 41.38
Sea Ltd Adr Isin Us81141r1005 adr 1.00 7.26M 23.52
Stoneco Ltd 0.50 2.08M 41.11
World Wrestling Entertainment (WWE) 0.08 157091 86.78
Shopify Inc cl a 0.05 40000 206.62
Square Inc cl a 0.05 120000 74.92