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GREENWICH, CT · CIK 0001061165
Portfolio Value
$31.66B
Positions
36
New
10
Increased
10
Decreased
10
Sold Out
12
LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $31.66B across 36 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). The top 10 positions account for 51.1% 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 | $2.39B | 7.53% | -4.7% |
| 2 | LBEURL BRANDS INC | $1.89B | 5.98% | - |
| 3 | METAFACEBOOK INC | $1.73B | 5.47% | -11.9% |
| 4 | AMZNAMAZON COM INC | $1.67B | 5.27% | +0.6% |
| 5 | SNAPSNAP INC | $1.56B | 4.94% | -4.5% |
| 6 | MSFTMICROSOFT CORP | $1.43B | 4.51% | -32.6% |
| 7 | ADBEADOBE SYSTEMS INCORPORATED | $1.42B | 4.47% | -7.8% |
| 8 | XYZSQUARE INC | $1.39B | 4.40% | +81.7% |
| 9 | NOWSERVICENOW INC | $1.36B | 4.28% | +67.0% |
| 10 | DASHDOORDASH INC | $1.33B | 4.20% | +11.0% |
| Stock | Value | Shares |
|---|---|---|
| MRNAMODERNA INC | $937.78M | 3,990,897 |
| RHRH | $693.14M | 1,020,825 |
| TWTRUSDTWITTER INC | $681.42M | 9,902,947 |
| BEKEKE HLDGS INC | $623.14M | 13,069,217 |
| MQMARQETA INC | $490.57M | 17,476,795 |
| TDGTRANSDIGM GROUP INC | $464.41M | 717,463 |
| PVHPVH CORPORATION | $292.61M | 2,719,709 |
| FIGSFIGS INC | $214.16M | 4,274,577 |
| 8QRCONFLUENT INC | $172.36M | 3,628,578 |
| SSENTINELONE INC | $7.44M | 175,000 |
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