Top Funds / LONE PINE CAPITAL LLC


Stephen Mandel

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
SHOPIFY INC. CL A 1,795,290 $2,032,179,000 7.39% +72,742 +$270,064,000
Coupa Software Inc 4,220,706 $1,430,439,000 5.20% -108,563 +$243,180,000
MICROSOFT CORP 6,312,495 $1,404,025,000 5.10% -127,999 +$49,396,000
GLOBAL PAYMENTS INC 6,331,020 $1,363,828,000 4.96% -64,006 +$228,199,000
NETFLIX INC 2,452,120 $1,325,935,000 4.82% +200,897 +$200,256,000
UNITEDHEALTH GROUP INC 3,180,020 $1,115,169,000 4.05% -766,411 -$115,210,000
ADOBE INC. 2,020,738 $1,010,611,000 3.67% +331,125 +$181,974,000
MERCADOLIBRE INC 597,111 $1,000,292,000 3.64% +383,509 +$769,072,000
Snap Inc CL A 19,510,587 $976,895,000 3.55% New +$976,895,000
L Brands, Inc. 26,265,094 $976,799,000 3.55% No Change +$141,306,000
Facebook Inc CL A 3,575,546 $976,696,000 3.55% -2,273,976 -$555,294,000
Mastercard Inc CL A 2,719,397 $970,662,000 3.53% +955,826 +$374,275,000
Square, Inc. CL A 4,199,424 $913,963,000 3.32% -1,168,709 +$41,373,000
DOCUSIGN, INC. 4,056,072 $901,665,000 3.28% -79,281 +$11,572,000
DEXCOM INC 2,267,809 $838,454,000 3.05% +1,804,722 +$647,556,000
AMAZON COM INC 257,126 $837,441,000 3.04% -80,182 -$224,651,000
Atlassian Corp Plc CL A 3,423,119 $800,565,000 2.91% +133,573 +$202,558,000
MATCH GROUP INC NEW 5,267,083 $796,330,000 2.89% -2,566,448 -$70,450,000
Datadog, Inc. CL A 7,090,101 $697,950,000 2.54% +541,225 +$28,917,000
Autodesk, Inc. 2,212,480 $675,559,000 2.46% -715,191 -$762,000
ServiceNow, Inc. 1,210,586 $666,343,000 2.42% -560,315 -$192,544,000
HUMANA INC 1,508,296 $618,809,000 2.25% -665,548 -$280,923,000
CARVANA CO. CL A 2,448,265 $586,457,000 2.13% New +$586,457,000
StoneCo Ltd. CL A 6,368,457 $534,441,000 1.94% -1,927,756 +$95,654,000
Bilibili Inc. SPONS ADS REP Z 6,004,127 $514,674,000 1.87% New +$514,674,000