SmartMoneyDB

LONE PINE CAPITAL LLC

GREENWICH, CT · CIK 0001061165

Portfolio Value: $23.20B
Positions: 32
Period: 2020-09-30
Filed: 2020-11-16
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

$23.20B

Positions

32

New

7

Increased

13

Decreased

9

Sold Out

206

LONE PINE CAPITAL LLC Q3 2020 13F Filing Summary

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). Top holdings include SHOP ($1.76B), META ($1.53B), MSFT ($1.35B). The top 10 positions account for 53.7% of the portfolio. This quarter saw 7 new positions, 13 increases, 9 reductions, 206 complete exits. Notable new buys: DOCU ($890.09M), MTCH ($866.78M), NU ($281.47M). Notable exits: ATMP, DAY, MTCHEUR.

All Holdings

#StockValue↓WeightChange
1
SHOPSHOPIFY INC
CL A
$1.76B
7.59%
+2.9%
2
METAFACEBOOK INC
CL A
$1.53B
6.60%
+11.1%
3
MSFTMICROSOFT CORP
COM
$1.35B
5.84%
+3.3%
4
UNHUNITEDHEALTH GROUP INC
COM
$1.23B
5.30%
+30.5%
5
COUPEURCOUPA SOFTWARE INC
COM
$1.19B
5.12%
+103.8%
6
PYPLPAYPAL HLDGS INC
COM
$1.18B
5.10%
-18.7%
7
GTLLGLOBAL PMTS INC
COM
$1.14B
4.89%
+33.5%
8
NFLXNETFLIX INC
COM
$1.13B
4.85%
+40.2%
9
AMZNAMAZON COM INC
COM
$1.06B
4.58%
-26.3%
10
HUMHUMANA INC
COM
$899.73M
3.88%
-10.3%
11
DOCUDOCUSIGN INC
COM
$890.09M
3.84%
New
12
XYZSQUARE INC
CL A
$872.59M
3.76%
+0.0%
13
MTCHMATCH GROUP INC NEW
COM
$866.78M
3.74%
New
14
NOWSERVICENOW INC
COM
$858.89M
3.70%
-1.0%
15
NWLL BRANDS INC
COM
$835.49M
3.60%
-
16
ADBEADOBE SYSTEMS INCORPORATED
COM
$828.64M
3.57%
-7.1%
17
COFCAPITAL ONE FINL CORP
COM
$738.60M
3.18%
-
18
ADSKAUTODESK INC
COM
$676.32M
2.91%
+40.0%
19
DDOGDATADOG INC
CL A COM
$669.03M
2.88%
-4.2%
20
TEAMATLASSIAN CORP PLC
CL A
$598.01M
2.58%
+0.0%
21
MAMASTERCARD INCORPORATED
CL A
$596.39M
2.57%
-20.0%
22
STNESTONECO LTD
COM CL A
$438.79M
1.89%
+0.0%
23
TDGTRANSDIGM GROUP INC
COM
$358.44M
1.54%
-56.9%
24
NUNUANCE COMMUNICATIONS INC
COM
$281.47M
1.21%
New
25
MELIMERCADOLIBRE INC
COM
$231.22M
1.00%
+0.0%
26
BILLBILL COM HLDGS INC
COM
$222.31M
0.96%
New
27
DXCMDEXCOM INC
COM
$190.90M
0.82%
+36.4%
28
SNOWSNOWFLAKE INC
CL A
$175.70M
0.76%
New
29
HWMHOWMET AEROSPACE INC
COM
$131.90M
0.57%
-
30
PODDINSULET CORP
COM
$109.35M
0.47%
New
31
BKNGBOOKING HOLDINGS INC
COM
$100.79M
0.43%
-90.1%
32
BEKEKE HLDGS INC
SPONSORED ADS
$61.30M
0.26%
New

Position Changes

StockValueShares
DOCUDOCUSIGN INC
$890.09M4,135,353
MTCHMATCH GROUP INC NEW
$866.78M7,833,531
NUNUANCE COMMUNICATIONS INC
$281.47M8,480,618
BILLBILL COM HLDGS INC
$222.31M2,216,266
SNOWSNOWFLAKE INC
$175.70M700,000
PODDINSULET CORP
$109.35M462,209
BEKEKE HLDGS INC
$61.30M1,000,000