SmartMoneyDB

LONE PINE CAPITAL LLC

GREENWICH, CT · CIK 0001061165

Portfolio Value: $24.41B
Positions: 29
Period: 2021-12-31
Filed: 2022-02-14
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

$24.41B

Positions

29

New

2

Increased

15

Decreased

8

Sold Out

238

LONE PINE CAPITAL LLC Q4 2021 13F Filing Summary

LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $24.41B across 29 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). Top holdings include AMZN ($2.06B), SHOP ($1.91B), MA ($1.73B). The top 10 positions account for 64.9% of the portfolio. This quarter saw 2 new positions, 15 increases, 8 reductions, 238 complete exits. Notable new buys: SG ($145.81M), AVDX ($76.51M). Notable exits: IBN, TWTRUSD, STNE.

All Holdings

#StockValue↓WeightChange
1
AMZNAMAZON COM INC
COM
$2.06B
8.43%
+71.0%
2
SHOPSHOPIFY INC
CL A
$1.91B
7.84%
-2.8%
3
MAMASTERCARD INCORPORATED
CL A
$1.73B
7.10%
+0.0%
4
BBWIBATH & BODY WORKS INC
COM
$1.70B
6.95%
-
5
WDAYWORKDAY INC
CL A
$1.59B
6.51%
+16.9%
6
MSFTMICROSOFT CORP
COM
$1.58B
6.47%
-
7
SNAPSNAP INC
CL A
$1.57B
6.45%
+47.9%
8
NOWSERVICENOW INC
COM
$1.30B
5.33%
-8.6%
9
DASHDOORDASH INC
CL A
$1.23B
5.03%
+10.6%
10
MTCHMATCH GROUP INC NEW
COM
$1.17B
4.81%
+14.1%
11
UNHUNITEDHEALTH GROUP INC
COM
$1.15B
4.72%
-23.6%
12
VVISA INC
COM CL A
$1.05B
4.29%
+0.0%
13
RHRH
COM
$859.59M
3.52%
+24.3%
14
FTCHQFARFETCH LTD
ORD SH CL A
$817.03M
3.35%
+6.5%
15
BEKEKE HLDGS INC
SPONSORED ADS
$622.86M
2.55%
+2.5%
16
ADBEADOBE SYSTEMS INCORPORATED
COM
$620.20M
2.54%
-44.1%
17
DDOGDATADOG INC
CL A COM
$582.90M
2.39%
-29.6%
18
SNOWSNOWFLAKE INC
CL A
$557.80M
2.29%
+0.0%
19
VSCOVICTORIAS SECRET AND CO
COMMON STOCK
$455.19M
1.86%
-4.8%
20
NTESNETEASE INC
SPONSORED ADS
$453.18M
1.86%
+338.5%
21
CFLTCONFLUENT INC
CLASS A COM
$335.35M
1.37%
+215.4%
22
PVHPVH CORPORATION
COM
$326.95M
1.34%
-7.0%
23
MQMARQETA INC
CLASS A COM
$300.08M
1.23%
+566.7%
24
SGSWEETGREEN INC
COM CL A
$145.81M
0.60%
New
25
AMPLAMPLITUDE INC
COM CL A
$99.37M
0.41%
+15.4%
26
AVDXAVIDXCHANGE HOLDINGS INC
COM
$76.51M
0.31%
New
27
VTEXVTEX
SHS CL A
$56.55M
0.23%
-
28
XYZBLOCK INC
CL A
$44.80M
0.18%
-94.8%
29
FRSHFRESHWORKS INC
CLASS A COM
$7.22M
0.03%
-

Position Changes

StockValueShares
SGSWEETGREEN INC
$145.81M4,556,503
AVDXAVIDXCHANGE HOLDINGS INC
$76.51M5,080,632