Top Funds / LONE PINE CAPITAL LLC


Stephen Mandel

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
SHOPIFY INC. CL A 1,712,490 $1,894,870,000 6.88% -82,800 -$137,309,000
MICROSOFT CORP 7,824,597 $1,844,805,000 6.70% +1,512,102 +$440,780,000
Facebook Inc CL A 5,662,359 $1,667,735,000 6.06% +2,086,813 +$691,039,000
L Brands, Inc. 26,265,094 $1,624,759,000 5.90% No Change +$647,960,000
AMAZON COM INC 481,744 $1,490,554,000 5.41% +224,618 +$653,113,000
Snap Inc CL A 24,015,574 $1,255,774,000 4.56% +4,504,987 +$278,879,000
ADOBE INC. 2,622,406 $1,246,613,000 4.53% +601,668 +$236,002,000
UNITEDHEALTH GROUP INC 3,146,574 $1,170,746,000 4.25% -33,446 +$55,577,000
Coupa Software Inc 4,151,913 $1,056,579,000 3.84% -68,793 -$373,860,000
MERCADOLIBRE INC 715,152 $1,052,804,000 3.82% +118,041 +$52,512,000
NETFLIX INC 1,828,120 $953,657,000 3.46% -624,000 -$372,278,000
DOORDASH INC CL A 6,723,551 $881,659,000 3.20% +4,466,620 +$559,482,000
GLOBAL PAYMENTS INC 4,245,296 $855,767,000 3.11% -2,085,724 -$508,061,000
DEXCOM INC 2,373,148 $852,886,000 3.10% +105,339 +$14,432,000
MATCH GROUP INC NEW 6,204,685 $852,400,000 3.10% +937,602 +$56,070,000
ServiceNow, Inc. 1,478,725 $739,525,000 2.69% +268,139 +$73,182,000
Farfetch Ltd SH CL A 13,681,330 $725,384,000 2.63% +5,616,770 +$210,784,000
Mastercard Inc CL A 2,031,733 $723,399,000 2.63% -687,664 -$247,263,000
Square, Inc. CL A 3,145,145 $714,105,000 2.59% -1,054,279 -$199,858,000
ICICI BANK LTD ADR 43,155,826 $691,788,000 2.51% New +$691,788,000
CARVANA CO. CL A 2,408,209 $631,914,000 2.30% -40,056 +$45,457,000
Atlassian Corp Plc CL A 2,974,571 $626,921,000 2.28% -448,548 -$173,644,000
Datadog, Inc. CL A 6,541,966 $545,207,000 1.98% -548,135 -$152,743,000
Workday, Inc. CL A 2,153,463 $534,985,000 1.94% New +$534,985,000
Bilibili Inc. SPONS ADS REP Z 4,200,332 $449,688,000 1.63% -1,803,795 -$64,986,000