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GREENWICH, CT · CIK 0001061165
New positions
5
Added to
12
Trimmed
8
Exited
15
LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $24.41B across 29 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). The top 10 positions account for 64.9% of the portfolio.
Top 29 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $2.06B | 8.43% | +71.0% |
| 2 | SHOPSHOPIFY INC | $1.91B | 7.84% | -2.8% |
| 3 | MAMASTERCARD INCORPORATED | $1.73B | 7.10% | New |
| 4 | BBWIBATH & BODY WORKS INC | $1.70B | 6.95% | - |
| 5 | WDAYWORKDAY INC | $1.59B | 6.51% | +16.9% |
| 6 | MSFTMICROSOFT CORP | $1.58B | 6.47% | - |
| 7 | SNAPSNAP INC | $1.57B | 6.45% | +47.9% |
| 8 | NOWSERVICENOW INC | $1.30B | 5.33% | -8.6% |
| 9 | DASHDOORDASH INC | $1.23B | 5.03% | +10.6% |
| 10 | MTCHMATCH GROUP INC NEW | $1.17B | 4.81% | +14.1% |
| Stock | Value | Shares |
|---|---|---|
| MAMASTERCARD INCORPORATED | $1.73B | 4,822,796 |
| VVISA INC | $1.05B | 4,833,625 |
| SNOWSNOWFLAKE INC | $557.80M | 1,646,640 |
| SGSWEETGREEN INC | $145.81M | 4,556,503 |
| AVDXAVIDXCHANGE HOLDINGS INC | $76.51M | 5,080,632 |
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