HoldingsChannel.com
Lone Pine Capital LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ALIBABA GROUP HLDG LTD 6,336,587 +96,801 $1,232,339
     BABA6,336,587+96,801$1,232,339
UNITEDHEALTH GROUP INC 4,613,971 +370,917 $1,150,632
     UNH4,613,971+370,917$1,150,632
AMAZON COM INC 582,971 +67,467 $1,136,630
     AMZN582,971+67,467$1,136,630
MICROSOFT CORP 5,923,926 +854,877 $934,262
     MSFT5,923,926+854,877$934,262
NETFLIX INC 2,411,338 -81,789 $905,457
     NFLX2,411,338-81,789$905,457
ADOBE INC 2,653,450 -193,847 $844,434
     ADBE2,653,450-193,847$844,434
GLOBAL PMTS INC 4,954,572 +1,709,354 $714,598
     GPN4,954,572+1,709,354$714,598
SHOPIFY INC 1,670,133 -142,519 $696,329
     SHOP1,670,133-142,519$696,329
HUMANA INC 2,164,071 +691,296 $679,562
     HUM2,164,071+691,296$679,562
AUTODESK INC 4,023,409 +735,213 $628,054
     ADSK4,023,409+735,213$628,054
FACEBOOK INC 3,532,011 +106,113 $589,139
     FB3,532,011+106,113$589,139
MASTERCARD INC 2,311,471 -74,625 $558,359
     MA2,311,471-74,625$558,359
VISA INC 3,329,975 +3,329,975 $536,526
     V3,329,975+3,329,975$536,526
PAYPAL HLDGS INC 5,265,480 +1,901,160 $504,117
     PYPL5,265,480+1,901,160$504,117
CANADIAN PAC RY LTD 2,279,058 +408,973 $500,458
     CP2,279,058+408,973$500,458
MATCH GROUP INC 6,845,734 +3,808,603 $452,092
     MTCH6,845,734+3,808,603$452,092
SERVICENOW INC 1,368,688 -173,801 $392,239
     NOW1,368,688-173,801$392,239
EQUIFAX INC 3,171,575 -276,738 $378,845
     EFX3,171,575-276,738$378,845
LUCKIN COFFEE INC 13,522,973 +7,455,616 $367,690
     LK13,522,973+7,455,616$367,690
SQUARE INC 6,698,049 -2,100,577 $350,844
     SQ6,698,049-2,100,577$350,844
ARCONIC INC 20,660,173 +20,660,173 $331,802
     ARNC20,660,173+20,660,173$331,802
L BRANDS INC 26,265,094 +26,265,094 $303,624
     LB26,265,094+26,265,094$303,624
COUPA SOFTWARE INC 2,124,340 -212,472 $296,834
     COUP2,124,340-212,472$296,834
CARVANA CO 5,100,175 +4,097,265 $280,969
     CVNA5,100,175+4,097,265$280,969
TRANSDIGM GROUP INC 775,953 -478,475 $248,452
     TDG775,953-478,475$248,452
HILTON WORLDWIDE HLDGS INC 2,952,652 +2,952,652 $201,489
     HLT2,952,652+2,952,652$201,489
ATLASSIAN CORP PLC 1,388,586 -1,411,174 $190,597
     TEAM1,388,586-1,411,174$190,597
CERIDIAN HCM HLDG INC 3,244,680 +3,244,680 $162,461
     CDAY3,244,680+3,244,680$162,461
UNDER ARMOUR INC 17,431,613 +8,452,056 $160,545
     UAA17,431,613+8,452,056$160,545
IAC INTERACTIVECORP 812,017 +414,278 $145,538
     IAC812,017+414,278$145,538
LIVE NATION ENTERTAINMENT IN 3,046,095 +3,046,095 $138,475
     LYV3,046,095+3,046,095$138,475
HUBSPOT INC 776,490 +550,843 $103,421
     HUBS776,490+550,843$103,421
CADENCE DESIGN SYSTEM INC 1,288,594 +1,288,594 $85,099
     CDNS1,288,594+1,288,594$85,099
UNDER ARMOUR INC 9,890,481 +9,890,481 $79,717
     UA9,890,481+9,890,481$79,717
ANAPLAN INC 2,200,000 +2,200,000 $66,572
     PLAN2,200,000+2,200,000$66,572
CHEWY INC 1,299,749 -3,771,782 $48,728
     CHWY1,299,749-3,771,782$48,728
MEDALLIA INC 1,853,183 +1,115,590 $37,138
     MDLA1,853,183+1,115,590$37,138
SEA LTD 27,000 -6,138,422 $1,196
     SE27,000-6,138,422$1,196

See Full List: All Stocks Held By Lone Pine Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lone Pine Capital LLC

Size ($ in 1000's)
At 03/31/2020: $16,851,513
At 12/31/2019: $18,860,782

Lone Pine Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lone Pine Capital LLC 13F filings. Link to 13F filings: SEC filings

Lone Pine Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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