13F HOLDINGS REPORT
LONE PINE CAPITAL LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000902664-23-004451
Total Value
$10.91B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 2,502,085 | $852.1M | 7.81% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,410,367 | $646.9M | 5.93% |
| 3 | AMAZON COM INC | AMZN | 4,895,544 | $638.2M | 5.85% |
| 4 | BATH & BODY WORKS INC | BBWI | 16,356,915 | $613.4M | 5.62% |
| 5 | RH | RH | 1,773,069 | $584.4M | 5.36% |
| 6 | WORKDAY INC | WDAY | 2,579,619 | $582.7M | 5.34% |
| 7 | BOOKING HOLDINGS INC | BKNG | 210,550 | $568.6M | 5.21% |
| 8 | TRANSDIGM GROUP INC | TDG | 582,986 | $521.3M | 4.78% |
| 9 | MASTERCARD INCORPORATED | MA | 1,176,808 | $462.8M | 4.24% |
| 10 | PTC INC | PTC | 3,167,520 | $450.7M | 4.13% |
| 11 | LPL FINL HLDGS INC | 50212V100 | 2,003,058 | $435.5M | 3.99% |
| 12 | DICKS SPORTING GOODS INC | 253393102 | 3,266,348 | $431.8M | 3.96% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 891,167 | $428.3M | 3.93% |
| 14 | FLOOR & DECOR HLDGS INC | FND | 3,757,299 | $390.6M | 3.58% |
| 15 | KKR & CO INC | KKRT | 6,564,382 | $367.6M | 3.37% |
| 16 | LIVE NATION ENTERTAINMENT IN | LYV | 3,973,262 | $362.0M | 3.32% |
| 17 | SALESFORCE INC | CRM | 1,694,996 | $358.1M | 3.28% |
| 18 | ASML HOLDING N V | ASMLF | 461,133 | $334.2M | 3.06% |
| 19 | VISA INC | V | 1,241,941 | $294.9M | 2.70% |
| 20 | HDFC BANK LTD | HDB | 4,079,975 | $284.4M | 2.61% |
| 21 | ICICI BANK LIMITED | IBN | 12,042,263 | $277.9M | 2.55% |
| 22 | NVIDIA CORPORATION | NVDA | 641,649 | $271.4M | 2.49% |
| 23 | EPAM SYS INC | EPAM | 965,588 | $217.0M | 1.99% |
| 24 | BILL HOLDINGS INC | BILL | 1,823,538 | $213.1M | 1.95% |
| 25 | MODERNA INC | MRNA | 1,529,618 | $185.8M | 1.70% |
| 26 | SWEETGREEN INC | SG | 4,556,503 | $58.4M | 0.54% |
| 27 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 5,080,632 | $52.7M | 0.48% |
| 28 | MARQETA INC | MQ | 4,902,192 | $23.9M | 0.22% |
| 29 | CHENIERE ENERGY INC | LNG | 8,338 | $1.3M | 0.01% |