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Livermore
Livermore
ZHEN

Lone Pine Capital

Superinvestor

Lone Pine Capital LLC

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

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
29
0 vs. Q1 2022
Portfolio value
$10.6B
−$6.19B (−36.9%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Lone Pine Capital in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock8,977,525$953.5M9.0%+61,565+0.7%AddedConverted for a 20-for-1 splitHistory
MSFTMicrosoft CorpStock3,481,673$894.2M8.4%−1,515,416−30.3%ReducedHistory
METAMeta Platforms, Inc.Stock5,009,631$807.8M7.6%+1,347,566+36.8%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,934,961$730.4M6.9%+953,547+11.9%AddedHistory
WDAYWorkday, Inc.CL A5,019,190$700.6M6.6%−103,322−2.0%ReducedHistory
NOWServiceNow, Inc.Stock1,292,399$614.6M5.8%−686,749−34.7%ReducedHistory
BBWIBath & Body Works, Inc.COM22,221,713$598.2M5.6%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock932,292$506.5M4.8%+411,583+79.0%AddedHistory
MAMastercard IncStock1,544,912$487.4M4.6%−874,248−36.1%ReducedHistory
VVisa Inc.Stock2,161,028$425.5M4.0%−1,281,353−37.2%ReducedHistory
LPLALPL Financial Holdings Inc.COM2,289,151$422.3M4.0%+2,289,151NewHistory
BKNGBooking Holdings Inc.Stock237,161$414.8M3.9%+237,161NewHistory
UNHUnitedHealth Group IncStock800,312$411.1M3.9%−65,266−7.5%ReducedHistory
DKSDick's Sporting Goods, Inc.Stock5,015,154$378.0M3.6%+1,283,498+34.4%AddedHistory
RHRHCOM1,773,069$376.4M3.5%+63,876+3.7%AddedHistory
GOOGLAlphabet Inc.Stock171,991$374.8M3.5%+171,991NewHistory
EPAMEPAM Systems, Inc.COM1,266,683$373.4M3.5%+1,266,683NewHistory
TEAMAtlassian CorpCL A1,619,172$303.4M2.9%+218,148+15.6%AddedHistory
PYPLPayPal Holdings, Inc.Stock4,289,025$299.5M2.8%+4,289,025NewHistory
EQTEQT CorpStock6,352,146$218.5M2.1%+6,352,146NewHistory
MQMarqeta, Inc.CLASS A COM16,609,826$134.7M1.3%00.0%UnchangedHistory
FCNCAFirst Citizens Bancshares IncCL A91,634$59.9M0.6%00.0%UnchangedHistory
SGSweetgreen, Inc.COM CL A4,556,503$53.1M0.5%00.0%UnchangedHistory
AVDXAvidXchange Holdings, Inc.COM5,080,632$31.2M0.3%00.0%UnchangedHistory
FICOFair Isaac CorpCOM42,616$17.1M0.2%+42,616NewHistory
VTEXVtexSHS CL A5,274,887$16.2M0.2%00.0%UnchangedHistory
GROVGrove Collaborative Holdings, Inc.COM CL A500,000$2.31M<0.1%+500,000NewHistory
XYZBlock, Inc.CL A23,787$1.46M<0.1%−2,960,328−99.2%ReducedHistory
SHOPShopify Inc.Stock25,000$781.0K<0.1%−10,318,030−99.8%ReducedConverted for a 10-for-1 splitHistory

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 Q2 2022
SecurityClassPutsCalls
VIXYProShares Trust IIVIX SH TRM FUTRS$1.82M–

Sold out since Q1 2022 (8)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Lone Pine Capital sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
MTCHMatch Group, Inc.COM6,201,440$674.3M4.0%History
SNAPSnap IncStock18,461,748$664.4M4.0%History
DASHDoorDash, Inc.Stock4,554,779$533.8M3.2%History
DDOGDatadog, Inc.CL A COM2,965,288$449.2M2.7%History
VSXYVictoria's Secret & Co.COMMON STOCK7,396,702$379.9M2.3%History
BILLBILL Holdings, Inc.Stock1,365,353$309.6M1.8%History
Farfetch Ltd30744W107ORD SH CL A17,201,243$260.1M1.5%–
HUBSHubSpot IncCOM446,951$212.3M1.3%History