Lone Pine Capital

Superinvestor

Lone Pine Capital LLC

SEC CIK: 0001061165
Manager: Stephen Mandel
Style: Growth, Hedge fund
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Positions: 29; 0 vs. Q4 2021
Portfolio value: $16.8B; −$7.61B (−31.2%) vs. Q4 2021
Filed: May 16, 2022; SEC

Holdings of Lone Pine Capital in Q1 2022
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
MSFTMicrosoft Corp	Stock	4,997,089	$1.54B	9.2%	+302,617+6.4%	Added	History
AMZNAmazon Com Inc	Stock	445,798	$1.45B	8.6%	−171,523−27.8%	Reduced	History
WDAYWorkday, Inc.	CL A	5,122,512	$1.23B	7.3%	−692,155−11.9%	Reduced	History
NOWServiceNow, Inc.	Stock	1,979,148	$1.10B	6.6%	−26,438−1.3%	Reduced	History
BBWIBath & Body Works, Inc.	COM	22,221,713	$1.06B	6.3%	−2,078,555−8.6%	Reduced	History
MAMastercard Inc	Stock	2,419,160	$864.6M	5.1%	−2,403,636−49.8%	Reduced	History
TSMTaiwan Semiconductor Manufacturing Co Ltd	ADR	7,981,414	$832.1M	5.0%	+7,981,414	New	History
METAMeta Platforms, Inc.	Stock	3,662,065	$814.3M	4.8%	+3,662,065	New	History
VVisa Inc.	Stock	3,442,381	$763.4M	4.5%	−1,391,244−28.8%	Reduced	History
SHOPShopify Inc.	Stock	1,034,303	$699.1M	4.2%	−355,332−25.6%	Reduced	History
MTCHMatch Group, Inc.	COM	6,201,440	$674.3M	4.0%	−2,670,840−30.1%	Reduced	History
SNAPSnap Inc	Stock	18,461,748	$664.4M	4.0%	−15,016,889−44.9%	Reduced	History
RHRH	COM	1,709,193	$557.4M	3.3%	+105,305+6.6%	Added	History
DASHDoorDash, Inc.	Stock	4,554,779	$533.8M	3.2%	−3,697,290−44.8%	Reduced	History
DDOGDatadog, Inc.	CL A COM	2,965,288	$449.2M	2.7%	−307,393−9.4%	Reduced	History
UNHUnitedHealth Group Inc	Stock	865,578	$441.4M	2.6%	−1,430,509−62.3%	Reduced	History
TEAMAtlassian Corp	CL A	1,401,024	$411.7M	2.5%	+1,401,024	New	History
XYZBlock, Inc.	CL A	2,984,115	$404.6M	2.4%	+2,706,743+975.9%	Added	History
VSXYVictoria's Secret & Co.	COMMON STOCK	7,396,702	$379.9M	2.3%	−799,108−9.8%	Reduced	History
DKSDick's Sporting Goods, Inc.	Stock	3,731,656	$373.2M	2.2%	+3,731,656	New	History
BILLBILL Holdings, Inc.	Stock	1,365,353	$309.6M	1.8%	+1,365,353	New	History
TMOThermo Fisher Scientific Inc.	Stock	520,709	$307.6M	1.8%	+520,709	New	History
Farfetch Ltd30744W107	ORD SH CL A	17,201,243	$260.1M	1.5%	−7,238,690−29.6%	Reduced	–
HUBSHubSpot Inc	COM	446,951	$212.3M	1.3%	+446,951	New	History
MQMarqeta, Inc.	CLASS A COM	16,609,826	$183.4M	1.1%	−866,969−5.0%	Reduced	History
SGSweetgreen, Inc.	COM CL A	4,556,503	$145.8M	0.9%	00.0%	Unchanged	History
FCNCAFirst Citizens Bancshares Inc	CL A	91,634	$61.0M	0.4%	+91,634	New	History
AVDXAvidXchange Holdings, Inc.	COM	5,080,632	$40.9M	0.2%	00.0%	Unchanged	History
VTEXVtex	SHS CL A	5,274,887	$32.4M	0.2%	00.0%	Unchanged	History

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Lone Pine Capital in Q1 2022
Security	Class	Puts	Calls
VIXYProShares Trust II	VIX SH TRM FUTRS	$8.29M	–

Sold out since Q4 2021 (8)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Lone Pine Capital sold out since Q4 2021
Security	Class	Shares in Q4 2021	Value in Q4 2021	% of portfolio in Q4 2021	History
BEKEKE Holdings Inc.	SPONSORED ADS	30,957,063	$622.9M	2.6%	History
ADBEAdobe Inc.	Stock	1,093,713	$620.2M	2.5%	History
SNOWSnowflake Inc.	Stock	1,646,640	$557.8M	2.3%	History
NTESNetEase, Inc.	SPONSORED ADS	4,452,541	$453.2M	1.9%	History
CFLTConfluent, Inc.	CLASS A COM	4,398,572	$335.3M	1.4%	History
PVHPVH Corp.	COM	3,065,646	$327.0M	1.3%	History
AMPLAmplitude, Inc.	Stock	1,877,000	$99.4M	0.4%	History
FRSHFreshworks Inc.	Stock	275,000	$7.22M	<0.1%	History