孤松資本
大師Lone Pine Capital LLC
- SEC CIK
- 0001061165
- 主理人
- 史蒂芬·曼德爾
- 風格
- 成長、避險基金
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/18 申報。只含多頭部位。
- 持股檔數
- 38
- 2020 年第 4 季沒有 13F 資料
- 總值
- $275.3 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 1,712,490 | $18.9 億 | 6.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,824,597 | $18.4 億 | 6.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,662,359 | $16.7 億 | 6.1% | – | – | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 26,265,094 | $16.2 億 | 5.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 481,744 | $14.9 億 | 5.4% | – | – | 歷史 |
| SNAPSnap Inc | Stock | 24,015,574 | $12.6 億 | 4.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,622,406 | $12.5 億 | 4.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,146,574 | $11.7 億 | 4.3% | – | – | 歷史 |
| COUPCoupa Software Inc | COM | 4,151,913 | $10.6 億 | 3.8% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 715,152 | $10.5 億 | 3.8% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,828,120 | $9.54 億 | 3.5% | – | – | 歷史 |
| DASHDoorDash, Inc. | Stock | 6,723,551 | $8.82 億 | 3.2% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 4,245,296 | $8.56 億 | 3.1% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 2,373,148 | $8.53 億 | 3.1% | – | – | 歷史 |
| MTCHMatch Group, Inc. | COM | 6,204,685 | $8.52 億 | 3.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,478,725 | $7.40 億 | 2.7% | – | – | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 13,681,330 | $7.25 億 | 2.6% | – | – | – |
| MAMastercard Inc | Stock | 2,031,733 | $7.23 億 | 2.6% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 3,145,145 | $7.14 億 | 2.6% | – | – | 歷史 |
| IBNIcici Bank Ltd | ADR | 43,155,826 | $6.92 億 | 2.5% | – | – | 歷史 |
| CVNACarvana Co. | CL A | 2,408,209 | $6.32 億 | 2.3% | – | – | 歷史 |
| TEAMAtlassian Corp | CL A | 2,974,571 | $6.27 億 | 2.3% | – | – | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 6,541,966 | $5.45 億 | 2.0% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 2,153,463 | $5.35 億 | 1.9% | – | – | 歷史 |
| BILIBilibili Inc. | SPONS ADS REP Z | 4,200,332 | $4.50 億 | 1.6% | – | – | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 2,820,713 | $4.10 億 | 1.5% | – | – | 歷史 |
| STNEStoneCo Ltd. | COM | 6,534,257 | $4.00 億 | 1.5% | – | – | 歷史 |
| NUANNuance Communications, Inc. | COM | 9,009,792 | $3.93 億 | 1.4% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,267,426 | $2.91 億 | 1.1% | – | – | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 2,709,138 | $2.63 億 | 1.0% | – | – | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,436,981 | $1.85 億 | 0.7% | – | – | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 546,259 | $1.50 億 | 0.5% | – | – | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,749,284 | $1.44 億 | 0.5% | – | – | 歷史 |
| PODDInsulet Corp | Stock | 380,690 | $9,933 萬 | 0.4% | – | – | 歷史 |
| MDBMongoDB, Inc. | CL A | 131,371 | $3,513 萬 | 0.1% | – | – | 歷史 |
| ZYMEZymeworks Inc. | COM | 976,735 | $3,085 萬 | 0.1% | – | – | 歷史 |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 800,000 | $2,242 萬 | 0.1% | – | – | 歷史 |
| XMQualtrics International Inc. | COM CL A | 650,000 | $2,139 萬 | 0.1% | – | – | 歷史 |