Lone Pine Capital as of June 30, 2019
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 31 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adobe Systems Incorporated (ADBE) | 6.9 | $1.1B | 3.7M | 294.65 | |
| Alibaba Group Holding (BABA) | 6.2 | $996M | 5.9M | 169.45 | |
| Iqvia Holdings (IQV) | 6.2 | $995M | 6.2M | 160.90 | |
| Microsoft Corporation (MSFT) | 6.2 | $989M | 7.4M | 133.96 | |
| UnitedHealth (UNH) | 5.7 | $921M | 3.8M | 244.01 | |
| Amazon (AMZN) | 5.5 | $883M | 467k | 1893.63 | |
| Union Pacific Corporation (UNP) | 5.2 | $834M | 4.9M | 169.11 | |
| TransDigm Group Incorporated (TDG) | 4.8 | $767M | 1.6M | 483.80 | |
| Wynn Resorts (WYNN) | 4.2 | $670M | 5.4M | 123.99 | |
| Autodesk (ADSK) | 4.0 | $650M | 4.0M | 162.90 | |
| Canadian Pacific Railway | 4.0 | $637M | 2.7M | 235.24 | |
| Tiffany & Co. | 3.8 | $615M | 6.6M | 93.64 | |
| Booking Holdings (BKNG) | 3.8 | $603M | 321k | 1874.71 | |
| Facebook Inc cl a (META) | 3.6 | $579M | 3.0M | 193.00 | |
| D.R. Horton (DHI) | 3.3 | $536M | 12M | 43.13 | |
| Activision Blizzard | 3.0 | $487M | 10M | 47.20 | |
| Shopify Inc cl a (SHOP) | 2.8 | $451M | 1.5M | 300.15 | |
| salesforce (CRM) | 2.8 | $446M | 2.9M | 151.73 | |
| MasterCard Incorporated (MA) | 2.8 | $442M | 1.7M | 264.53 | |
| S&p Global (SPGI) | 2.7 | $440M | 1.9M | 227.79 | |
| Servicenow (NOW) | 2.2 | $360M | 1.3M | 274.57 | |
| Domino's Pizza (DPZ) | 2.2 | $347M | 1.2M | 278.28 | |
| MercadoLibre (MELI) | 1.8 | $291M | 476k | 611.77 | |
| Square Inc cl a (SQ) | 1.5 | $240M | 3.3M | 72.53 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.3 | $204M | 6.1M | 33.22 | |
| World Wrestling Entertainment | 1.2 | $194M | 2.7M | 72.21 | |
| Uber Technologies (UBER) | 0.8 | $125M | 3.0M | 41.71 | |
| Chewy Inc cl a (CHWY) | 0.7 | $115M | 3.3M | 35.00 | |
| Coupa Software | 0.5 | $83M | 653k | 126.61 | |
| Stoneco (STNE) | 0.5 | $75M | 2.5M | 29.58 | |
| Atlassian Corp Plc cl a | 0.0 | $5.0M | 38k | 130.84 |
