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LONE PINE CAPITAL LLC

GREENWICH, CT · CIK 0001061165

Portfolio Value: $16.08B
Positions: 31
Period: 2019-06-30
Filed: 2019-08-14
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Portfolio Value

$16.08B

Positions

31

New

5

Increased

11

Decreased

14

Sold Out

172

LONE PINE CAPITAL LLC Q2 2019 13F Filing Summary

LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $16.08B across 31 positions in their Q2 2019 SEC 13F filing (period ending 2019-06-30). Top holdings include ADBE ($1.10B), BABA ($995.63M), IQV ($995.31M). The top 10 positions account for 54.8% of the portfolio. This quarter saw 5 new positions, 11 increases, 14 reductions, 172 complete exits. Notable new buys: DPZ ($347.09M), UBER ($125.20M), CHWY ($115.25M). Notable exits: CSX, TRU, STZ.

All Holdings

#StockValue↓WeightChange
1
ADBEADOBE INC
COM
$1.10B
6.86%
-17.3%
2
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$995.63M
6.19%
+4.2%
3
IQVIQVIA HLDGS INC
COM
$995.31M
6.19%
-19.7%
4
MSFTMICROSOFT CORP
COM
$989.23M
6.15%
-18.3%
5
UNHUNITEDHEALTH GROUP INC
COM
$920.47M
5.72%
+5.5%
6
AMZNAMAZON COM INC
COM
$883.40M
5.49%
-28.4%
7
UNPUNION PACIFIC CORP
COM
$833.86M
5.18%
+48.8%
8
TDGTRANSDIGM GROUP INC
COM
$767.07M
4.77%
-4.6%
9
WYNNWYNN RESORTS LTD
COM
$670.38M
4.17%
-9.2%
10
ADSKAUTODESK INC
COM
$649.95M
4.04%
+16.0%
11
CANADIAN PAC RY LTD
COM
$636.56M
3.96%
-15.9%
12
TIFEURTIFFANY & CO NEW
COM
$615.22M
3.82%
-3.0%
13
BKNGBOOKING HLDGS INC
COM
$602.52M
3.75%
-
14
METAFACEBOOK INC
CL A
$579.41M
3.60%
-38.0%
15
DHID R HORTON INC
COM
$536.12M
3.33%
+89.3%
16
ATVIEURACTIVISION BLIZZARD INC
COM
$487.32M
3.03%
+0.0%
17
SHOPSHOPIFY INC
CL A
$451.06M
2.80%
+3656.9%
18
CRMSALESFORCE COM INC
COM
$446.35M
2.77%
+50.1%
19
MAMASTERCARD INC
CL A
$442.02M
2.75%
-40.1%
20
SPGIS&P GLOBAL INC
COM
$439.75M
2.73%
-37.6%
21
NOWSERVICENOW INC
COM
$360.11M
2.24%
-23.1%
22
DPZDOMINOS PIZZA INC
COM
$347.09M
2.16%
New
23
MELIMERCADOLIBRE INC
COM
$291.43M
1.81%
-28.6%
24
XYZSQUARE INC
CL A
$240.43M
1.49%
+2662.4%
25
SESEA LTD
SPONSORED ADS
$203.78M
1.27%
-15.5%
26
WWEUSDWORLD WRESTLING ENTMT INC
CL A
$194.41M
1.21%
+1613.9%
27
UBERUBER TECHNOLOGIES INC
COM
$125.20M
0.78%
New
28
CHWYCHEWY INC
CL A
$115.25M
0.72%
New
29
COUPEURCOUPA SOFTWARE INC
COM
$82.65M
0.51%
New
30
STNESTONECO LTD
COM CL A
$74.79M
0.46%
+21.7%
31
TEAMATLASSIAN CORP PLC
CL A
$4.96M
0.03%
New

Position Changes

StockValueShares
DPZDOMINOS PIZZA INC
$347.09M1,247,255
UBERUBER TECHNOLOGIES INC
$125.20M3,001,420
CHWYCHEWY INC
$115.25M3,292,923
COUPEURCOUPA SOFTWARE INC
$82.65M652,824
TEAMATLASSIAN CORP PLC
$4.96M37,900