Lone Pine Capital
SuperinvestorLone Pine Capital LLC
- SEC CIK
- 0001061165
- Manager
- Stephen Mandel
- Style
- Growth, Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 18, 2021. Long positions only.
- Positions
- 38
- No 13F data for Q4 2020
- Portfolio value
- $27.5B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 1,712,490 | $1.89B | 6.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 7,824,597 | $1.84B | 6.7% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 5,662,359 | $1.67B | 6.1% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 26,265,094 | $1.62B | 5.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 481,744 | $1.49B | 5.4% | – | – | History |
| SNAPSnap Inc | Stock | 24,015,574 | $1.26B | 4.6% | – | – | History |
| ADBEAdobe Inc. | Stock | 2,622,406 | $1.25B | 4.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 3,146,574 | $1.17B | 4.3% | – | – | History |
| COUPCoupa Software Inc | COM | 4,151,913 | $1.06B | 3.8% | – | – | History |
| MELIMercadolibre Inc | COM | 715,152 | $1.05B | 3.8% | – | – | History |
| NFLXNetflix Inc | Stock | 1,828,120 | $953.7M | 3.5% | – | – | History |
| DASHDoorDash, Inc. | Stock | 6,723,551 | $881.7M | 3.2% | – | – | History |
| GPNGlobal Payments Inc | Stock | 4,245,296 | $855.8M | 3.1% | – | – | History |
| DXCMDexcom Inc | COM | 2,373,148 | $852.9M | 3.1% | – | – | History |
| MTCHMatch Group, Inc. | COM | 6,204,685 | $852.4M | 3.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 1,478,725 | $739.5M | 2.7% | – | – | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 13,681,330 | $725.4M | 2.6% | – | – | – |
| MAMastercard Inc | Stock | 2,031,733 | $723.4M | 2.6% | – | – | History |
| XYZBlock, Inc. | CL A | 3,145,145 | $714.1M | 2.6% | – | – | History |
| IBNIcici Bank Ltd | ADR | 43,155,826 | $691.8M | 2.5% | – | – | History |
| CVNACarvana Co. | CL A | 2,408,209 | $631.9M | 2.3% | – | – | History |
| TEAMAtlassian Corp | CL A | 2,974,571 | $626.9M | 2.3% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 6,541,966 | $545.2M | 2.0% | – | – | History |
| WDAYWorkday, Inc. | CL A | 2,153,463 | $535.0M | 1.9% | – | – | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 4,200,332 | $449.7M | 1.6% | – | – | History |
| BILLBILL Holdings, Inc. | Stock | 2,820,713 | $410.4M | 1.5% | – | – | History |
| STNEStoneCo Ltd. | COM | 6,534,257 | $400.0M | 1.5% | – | – | History |
| NUANNuance Communications, Inc. | COM | 9,009,792 | $393.2M | 1.4% | – | – | History |
| SNOWSnowflake Inc. | Stock | 1,267,426 | $290.6M | 1.1% | – | – | History |
| BPMCBlueprint Medicines Corp | COM | 2,709,138 | $263.4M | 1.0% | – | – | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,436,981 | $185.2M | 0.7% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 546,259 | $150.4M | 0.5% | – | – | History |
| FATEFate Therapeutics Inc | COM | 1,749,284 | $144.2M | 0.5% | – | – | History |
| PODDInsulet Corp | Stock | 380,690 | $99.3M | 0.4% | – | – | History |
| MDBMongoDB, Inc. | CL A | 131,371 | $35.1M | 0.1% | – | – | History |
| ZYMEZymeworks Inc. | COM | 976,735 | $30.8M | 0.1% | – | – | History |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 800,000 | $22.4M | 0.1% | – | – | History |
| XMQualtrics International Inc. | COM CL A | 650,000 | $21.4M | 0.1% | – | – | History |