Lone Pine Capital as of March 31, 2017
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 34 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Charter Communications Inc New Cl A cl a (CHTR) | 9.8 | $1.9B | 5.7M | 327.32 | |
Activision Blizzard | 6.5 | $1.2B | 25M | 49.86 | |
Constellation Brands (STZ) | 6.2 | $1.2B | 7.3M | 162.07 | |
Broad | 6.1 | $1.2B | 5.3M | 218.96 | |
Nike (NKE) | 5.6 | $1.1B | 19M | 55.73 | |
Alibaba Group Holding (BABA) | 5.6 | $1.1B | 9.9M | 107.83 | |
Symantec Corporation | 4.3 | $812M | 27M | 30.68 | |
Facebook Inc cl a (META) | 3.8 | $725M | 5.1M | 142.05 | |
Electronic Arts (EA) | 3.7 | $697M | 7.8M | 89.52 | |
FleetCor Technologies | 3.6 | $682M | 4.5M | 151.43 | |
CSX Corporation (CSX) | 3.5 | $669M | 14M | 46.55 | |
Adobe Systems Incorporated (ADBE) | 3.3 | $627M | 4.8M | 130.13 | |
Equinix (EQIX) | 3.0 | $573M | 1.4M | 400.37 | |
Visa (V) | 2.9 | $548M | 6.2M | 88.87 | |
priceline.com Incorporated | 2.8 | $529M | 297k | 1779.97 | |
Comcast Corporation (CMCSA) | 2.7 | $517M | 14M | 37.59 | |
Dollar Tree (DLTR) | 2.7 | $514M | 6.5M | 78.46 | |
Quintiles Transnatio Hldgs I | 2.5 | $481M | 6.0M | 80.53 | |
Grupo Televisa (TV) | 2.5 | $478M | 18M | 25.94 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.3 | $435M | 1.5M | 285.23 | |
Metropcs Communications (TMUS) | 2.0 | $386M | 6.0M | 64.59 | |
Rice Energy | 1.7 | $325M | 14M | 23.70 | |
Commscope Hldg (COMM) | 1.6 | $310M | 7.4M | 41.71 | |
Shire | 1.6 | $299M | 1.7M | 174.23 | |
Align Technology (ALGN) | 1.5 | $284M | 2.5M | 114.71 | |
Encana Corp | 1.4 | $275M | 24M | 11.71 | |
Expedia (EXPE) | 1.4 | $268M | 2.1M | 126.17 | |
Cheniere Energy (LNG) | 1.3 | $245M | 5.2M | 47.27 | |
Humana (HUM) | 1.3 | $244M | 1.2M | 206.14 | |
Albemarle Corporation (ALB) | 1.1 | $208M | 2.0M | 105.64 | |
Arista Networks (ANET) | 0.9 | $168M | 1.3M | 132.27 | |
HDFC Bank (HDB) | 0.5 | $99M | 1.3M | 75.22 | |
Snap Inc cl a (SNAP) | 0.2 | $35M | 1.8M | 19.49 | |
Ipath S&p 500 Vix Short-term Futures Etn | 0.1 | $13M | 800k | 15.79 |