Lone Pine Capital as of Dec. 31, 2021
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 29 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 8.4 | $2.1B | 617k | 3334.34 | |
| Shopify Cl A (SHOP) | 7.8 | $1.9B | 1.4M | 1377.39 | |
| Mastercard Incorporated Cl A (MA) | 7.1 | $1.7B | 4.8M | 359.32 | |
| Bath & Body Works In (BBWI) | 6.9 | $1.7B | 24M | 69.79 | |
| Workday Cl A (WDAY) | 6.5 | $1.6B | 5.8M | 273.18 | |
| Microsoft Corporation (MSFT) | 6.5 | $1.6B | 4.7M | 336.32 | |
| Snap Cl A (SNAP) | 6.5 | $1.6B | 34M | 47.03 | |
| Servicenow (NOW) | 5.3 | $1.3B | 2.0M | 649.11 | |
| Doordash Cl A (DASH) | 5.0 | $1.2B | 8.3M | 148.90 | |
| Match Group (MTCH) | 4.8 | $1.2B | 8.9M | 132.25 | |
| UnitedHealth (UNH) | 4.7 | $1.2B | 2.3M | 502.14 | |
| Visa Com Cl A (V) | 4.3 | $1.0B | 4.8M | 216.71 | |
| Rh (RH) | 3.5 | $860M | 1.6M | 535.94 | |
| Farfetch Ord Sh Cl A (FTCHF) | 3.3 | $817M | 24M | 33.43 | |
| Ke Hldgs Sponsored Ads (BEKE) | 2.6 | $623M | 31M | 20.12 | |
| Adobe Systems Incorporated (ADBE) | 2.5 | $620M | 1.1M | 567.06 | |
| Datadog Cl A Com (DDOG) | 2.4 | $583M | 3.3M | 178.11 | |
| Snowflake Cl A (SNOW) | 2.3 | $558M | 1.6M | 338.75 | |
| Victorias Secret And Common Stock (VSCO) | 1.9 | $455M | 8.2M | 55.54 | |
| Netease Sponsored Ads (NTES) | 1.9 | $453M | 4.5M | 101.78 | |
| Confluent Class A Com (CFLT) | 1.4 | $335M | 4.4M | 76.24 | |
| Pvh Corporation (PVH) | 1.3 | $327M | 3.1M | 106.65 | |
| Marqeta Class A Com (MQ) | 1.2 | $300M | 18M | 17.17 | |
| Sweetgreen Com Cl A (SG) | 0.6 | $146M | 4.6M | 32.00 | |
| Amplitude Com Cl A (AMPL) | 0.4 | $99M | 1.9M | 52.94 | |
| Avidxchange Holdings (AVDX) | 0.3 | $77M | 5.1M | 15.06 | |
| Vtex Shs Cl A (VTEX) | 0.2 | $57M | 5.3M | 10.72 | |
| Block Cl A (SQ) | 0.2 | $45M | 277k | 161.51 | |
| Freshworks Class A Com (FRSH) | 0.0 | $7.2M | 275k | 26.26 |
