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GREENWICH, CT · CIK 0001061165
Portfolio Value
$23.85B
Positions
48
New
13
Increased
12
Decreased
19
Sold Out
11
LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $23.85B across 48 positions in their Q4 2014 SEC 13F filing (period ending 2014-12-31). The top 10 positions account for 48.9% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INC | $1.73B | 7.24% | +32.8% |
| 2 | BIDUBAIDU INC | $1.60B | 6.72% | -14.1% |
| 3 | PRICELINE GRP INC | $1.59B | 6.68% | +91.7% |
| 4 | VALEANT PHARMACEUTICALS INTL | $1.18B | 4.95% | -24.9% |
| 5 | METAFACEBOOK INC | $1.05B | 4.42% | +56.3% |
| 6 | FLT1EURFLEETCOR TECHNOLOGIES INC | $957.04M | 4.01% | -2.3% |
| 7 | DGDOLLAR GEN CORP NEW | $913.31M | 3.83% | +38.8% |
| 8 | ADBEADOBE SYS INC | $885.43M | 3.71% | +6.2% |
| 9 | EQIXEQUINIX INC | $882.09M | 3.70% | +46.9% |
| 10 | ADSKAUTODESK INC | $868.67M | 3.64% | +228.6% |
| Stock | Value | Shares |
|---|---|---|
| VVISA INC | $464.49M | 1,771,519 |
| HCAHCA HOLDINGS INC | $428.37M | 5,836,872 |
| WBAWALGREENS BOOTS ALLIANCE INC | $316.52M | 4,153,779 |
| DVADAVITA HEALTHCARE PARTNERS I | $298.43M | 3,940,169 |
| COOPER COS INC | $283.70M | 1,750,283 |
| GRA1EURGRACE W R & CO DEL NEW | $276.87M | 2,902,557 |
| VIPSVIPSHOP HLDGS LTD | $272.30M | 13,935,727 |
| NFLXNETFLIX INC | $266.34M | 779,647 |
| AAPLAPPLE INC | $241.08M | 2,184,122 |
| JDJD COM INC | $204.04M | 8,817,652 |
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