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GREENWICH, CT · CIK 0001061165
Portfolio Value
$23.20B
Positions
32
New
11
Increased
9
Decreased
9
Sold Out
8
LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $23.20B across 32 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). The top 10 positions account for 53.7% 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 | SHOPSHOPIFY INC | $1.76B | 7.59% | +2.9% |
| 2 | METAFACEBOOK INC | $1.53B | 6.60% | +11.1% |
| 3 | MSFTMICROSOFT CORP | $1.35B | 5.84% | +3.3% |
| 4 | UNHUNITEDHEALTH GROUP INC | $1.23B | 5.30% | +30.5% |
| 5 | COUPEURCOUPA SOFTWARE INC | $1.19B | 5.12% | +103.8% |
| 6 | PYPLPAYPAL HLDGS INC | $1.18B | 5.10% | -18.7% |
| 7 | GPNGLOBAL PMTS INC | $1.14B | 4.89% | +33.5% |
| 8 | NFLXNETFLIX INC | $1.13B | 4.85% | +40.2% |
| 9 | AMZNAMAZON COM INC | $1.06B | 4.58% | -26.3% |
| 10 | HUMHUMANA INC | $899.73M | 3.88% | -10.3% |
| Stock | Value | Shares |
|---|---|---|
| DOCUDOCUSIGN INC | $890.09M | 4,135,353 |
| XYZSQUARE INC | $872.59M | 5,368,133 |
| MTCHMATCH GROUP INC NEW | $866.78M | 7,833,531 |
| TEAMATLASSIAN CORP PLC | $598.01M | 3,289,546 |
| STNESTONECO LTD | $438.79M | 8,296,213 |
| NUANEURNUANCE COMMUNICATIONS INC | $281.47M | 8,480,618 |
| MELIMERCADOLIBRE INC | $231.22M | 213,602 |
| BILLBILL COM HLDGS INC | $222.31M | 2,216,266 |
| SNOWSNOWFLAKE INC | $175.70M | 700,000 |
| PODDINSULET CORP | $109.35M | 462,209 |
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