Lone Pine Capital
SuperinvestorLone Pine Capital LLC
- SEC CIK
- 0001061165
- Manager
- Stephen Mandel
- Style
- Growth, Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 39
- +4 vs. Q2 2021
- Portfolio value
- $29.7B
- −$1.36B (−4.4%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 1,430,135 | $1.94B | 6.5% | −202,415−12.4% | Reduced | History |
| SNAPSnap Inc | Stock | 22,638,657 | $1.67B | 5.6% | −303,625−1.3% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 7,460,157 | $1.54B | 5.2% | 00.0% | Unchanged | History |
| BBWIBath & Body Works, Inc. | COM | 24,300,268 | $1.53B | 5.2% | −1,964,826−7.5% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 2,193,941 | $1.37B | 4.6% | −274,857−11.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 4,694,472 | $1.32B | 4.5% | −581,000−11.0% | Reduced | History |
| TWTRTwitter, Inc. | COM | 21,533,828 | $1.30B | 4.4% | +11,630,881+117.4% | Added | History |
| XYZBlock, Inc. | CL A | 5,380,864 | $1.29B | 4.3% | −334,407−5.9% | Reduced | History |
| MRNAModerna, Inc. | Stock | 3,316,199 | $1.28B | 4.3% | −674,698−16.9% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 4,973,868 | $1.24B | 4.2% | +1,546,502+45.1% | Added | History |
| MTCHMatch Group, Inc. | COM | 7,773,867 | $1.22B | 4.1% | +27,367+0.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 361,112 | $1.19B | 4.0% | −123,629−25.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 3,005,990 | $1.17B | 4.0% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 1,955,187 | $1.13B | 3.8% | −461,765−19.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,074,926 | $1.04B | 3.5% | −1,910,783−38.3% | Reduced | History |
| COUPCoupa Software Inc | COM | 4,566,251 | $1.00B | 3.4% | −103,386−2.2% | Reduced | History |
| RHRH | COM | 1,290,620 | $860.7M | 2.9% | +269,795+26.4% | Added | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 22,945,132 | $860.0M | 2.9% | +4,078,246+21.6% | Added | – |
| DXCMDexcom Inc | COM | 1,441,227 | $788.1M | 2.7% | −427,060−22.9% | Reduced | History |
| IBNIcici Bank Ltd | ADR | 39,750,227 | $750.1M | 2.5% | −3,405,599−7.9% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 4,646,717 | $656.8M | 2.2% | −1,184,668−20.3% | Reduced | History |
| CVNACarvana Co. | CL A | 2,142,309 | $646.0M | 2.2% | 00.0% | Unchanged | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 8,612,782 | $569.9M | 1.9% | +8,612,782 | New | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 30,201,786 | $551.5M | 1.9% | +17,132,569+131.1% | Added | History |
| STNEStoneCo Ltd. | COM | 15,093,113 | $524.0M | 1.8% | +6,246,680+70.6% | Added | History |
| TDGTransDigm Group INC | COM | 784,342 | $489.9M | 1.7% | +66,879+9.3% | Added | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 8,609,543 | $475.8M | 1.6% | +8,609,543 | New | History |
| PVHPVH Corp. | COM | 3,297,609 | $339.0M | 1.1% | +577,900+21.2% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,436,981 | $229.0M | 0.8% | 00.0% | Unchanged | History |
| FATEFate Therapeutics Inc | COM | 2,199,284 | $130.4M | 0.4% | +450,000+25.7% | Added | History |
| VTEXVtex | SHS CL A | 5,274,887 | $108.5M | 0.4% | +5,274,887 | New | History |
| FIGSFIGS, Inc. | CL A | 2,485,894 | $92.3M | 0.3% | −1,788,683−41.8% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 1,627,000 | $88.4M | 0.3% | +1,627,000 | New | History |
| NTESNetEase, Inc. | SPONSORED ADS | 1,015,388 | $86.7M | 0.3% | +1,015,388 | New | History |
| CFLTConfluent, Inc. | CLASS A COM | 1,394,644 | $83.2M | 0.3% | +744,644+114.6% | Added | History |
| MQMarqeta, Inc. | CLASS A COM | 2,621,520 | $58.0M | 0.2% | +2,621,520 | New | History |
| ZYMEZymeworks Inc. | COM | 976,735 | $28.4M | 0.1% | 00.0% | Unchanged | History |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 800,000 | $18.6M | 0.1% | 00.0% | Unchanged | History |
| FRSHFreshworks Inc. | Stock | 275,000 | $11.7M | <0.1% | +275,000 | New | History |
Sold out since Q2 2021 (3)
Positions held at the end of Q2 2021 that are gone from this filing.