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GREENWICH, CT · CIK 0001061165
New positions
7
Added to
10
Trimmed
16
Exited
4
LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $29.68B across 39 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). The top 10 positions account for 48.8% 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 | $1.94B | 6.53% | -12.4% |
| 2 | SNAPSNAP INC | $1.67B | 5.64% | -1.3% |
| 3 | DASHDOORDASH INC | $1.54B | 5.18% | - |
| 4 | BBWIBATH & BODY WORKS INC | $1.53B | 5.16% | New |
| 5 | NOWSERVICENOW INC | $1.37B | 4.60% | -11.1% |
| 6 | MSFTMICROSOFT CORP | $1.32B | 4.46% | -11.0% |
| 7 | TWTRUSDTWITTER INC | $1.30B | 4.38% | +117.4% |
| 8 | XYZSQUARE INC | $1.29B | 4.35% | -5.9% |
| 9 | MRNAMODERNA INC | $1.28B | 4.30% | -16.9% |
| 10 | WDAYWORKDAY INC | $1.24B | 4.19% | +45.1% |
| Stock | Value | Shares |
|---|---|---|
| BBWIBATH & BODY WORKS INC | $1.53B | 24,300,268 |
| BILIBILIBILI INC | $569.91M | 8,612,782 |
| VSXYVICTORIAS SECRET AND CO | $475.76M | 8,609,543 |
| VTEXVTEX | $108.50M | 5,274,887 |
| AMPLAMPLITUDE INC | $88.41M | 1,627,000 |
| NTESNETEASE INC | $86.71M | 1,015,388 |
| FRSHFRESHWORKS INC | $11.74M | 275,000 |
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