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LONE PINE CAPITAL LLC

GREENWICH, CT · CIK 0001061165

Portfolio Value: $19.67B
Positions: 33
Period: 2017-06-30
Filed: 2017-08-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$19.67B

Positions

33

New

7

Increased

15

Decreased

9

Sold Out

143

LONE PINE CAPITAL LLC Q2 2017 13F Filing Summary

LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $19.67B across 33 positions in their Q2 2017 SEC 13F filing (period ending 2017-06-30). Top holdings include BABA ($1.64B), CHTR ($1.47B), STZ ($1.27B). The top 10 positions account for 56.5% of the portfolio. This quarter saw 7 new positions, 15 increases, 9 reductions, 143 complete exits. Notable new buys: ORLY ($621.48M), TRU ($385.68M), NOW ($341.42M). Notable exits: ENCANA CORP, NKE, RICE ENERGY INC.

All Holdings

#StockValue↓WeightChange
1
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$1.64B
8.36%
+17.9%
2
CHTRCHARTER COMMUNICATIONS INC N
CL A
$1.47B
7.45%
-23.2%
3
STZCONSTELLATION BRANDS INC
CL A
$1.27B
6.48%
-9.4%
4
ATVIEURACTIVISION BLIZZARD INC
COM
$1.24B
6.30%
-13.2%
5
AVGOBROADCOM LTD
SHS
$1.24B
6.30%
-
6
LTESFFLEETCOR TECHNOLOGIES INC
COM
$945.37M
4.81%
+45.6%
7
METAFACEBOOK INC
CL A
$931.25M
4.73%
+20.8%
8
QUINTILES IMS HOLDINGS INC
COM
$899.99M
4.57%
+68.3%
9
CMCSACOMCAST CORP NEW
CL A
$795.46M
4.04%
+48.8%
10
EXPEEXPEDIA INC DEL
COM NEW
$673.79M
3.42%
+113.2%
11
MSFTMICROSOFT CORP
COM
$667.78M
3.39%
+0.0%
12
ORLYO REILLY AUTOMOTIVE INC NEW
COM
$621.48M
3.16%
New
13
SYMCEURSYMANTEC CORP
COM
$595.65M
3.03%
-20.3%
14
MAMASTERCARD INCORPORATED
CL A
$563.69M
2.87%
+0.0%
15
CSXCSX CORP
COM
$562.78M
2.86%
-28.3%
16
ADBEADOBE SYS INC
COM
$556.13M
2.83%
-18.3%
17
EQIXEQUINIX INC
COM PAR $0.001
$546.60M
2.78%
-11.0%
18
VGRUPO TELEVISA SA
SPON ADR REP ORD
$500.45M
2.54%
+11.4%
19
TMUST MOBILE US INC
COM
$431.83M
2.20%
+19.2%
20
INTRINTERCONTINENTAL EXCHANGE IN
COM
$419.05M
2.13%
+0.0%
21
ULTAULTA BEAUTY INC
COM
$413.39M
2.10%
-5.6%
22
TRUTRANSUNION
COM
$385.68M
1.96%
New
23
NOWSERVICENOW INC
COM
$341.42M
1.74%
New
24
UNHUNITEDHEALTH GROUP INC
COM
$316.21M
1.61%
New
25
ANETARISTA NETWORKS INC
COM
$276.46M
1.41%
+45.6%
26
ATUSALTICE USA INC
CL A
$271.18M
1.38%
New
27
LNGCHENIERE ENERGY INC
COM NEW
$252.63M
1.28%
-
28
AAPADVANCE AUTO PARTS INC
COM
$238.88M
1.21%
+0.0%
29
CRMSALESFORCE COM INC
COM
$229.35M
1.17%
New
30
SNAPSNAP INC
CL A
$130.49M
0.66%
+324.5%
31
ALBALBEMARLE CORP
COM
$122.26M
0.62%
-41.3%
32
FWONALIBERTY MEDIA CORP DELAWARE
COM SER C FRMLA
$106.92M
0.54%
New
33
BCSBARCLAYS BK PLC
IPATH S&P500 VIX
$12.76M
0.06%
+25.0%

Position Changes

StockValueShares
ORLYO REILLY AUTOMOTIVE INC NEW
$621.48M2,841,170
TRUTRANSUNION
$385.68M8,905,062
NOWSERVICENOW INC
$341.42M3,220,940
UNHUNITEDHEALTH GROUP INC
$316.21M1,705,353
ATUSALTICE USA INC
$271.18M8,395,511
CRMSALESFORCE COM INC
$229.35M2,648,428
FWONALIBERTY MEDIA CORP DELAWARE
$106.92M2,919,817