SmartMoneyDB

LONE PINE CAPITAL LLC

GREENWICH, CT · CIK 0001061165

Portfolio Value: $20.57B
Positions: 30
Period: 2017-09-30
Filed: 2017-11-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$20.57B

Positions

30

New

3

Increased

17

Decreased

7

Sold Out

149

LONE PINE CAPITAL LLC Q3 2017 13F Filing Summary

LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $20.57B across 30 positions in their Q3 2017 SEC 13F filing (period ending 2017-09-30). Top holdings include CHTR ($1.58B), BABA ($1.52B), STZ ($1.41B). The top 10 positions account for 57.4% of the portfolio. This quarter saw 3 new positions, 17 increases, 7 reductions, 149 complete exits. Notable new buys: MELI ($422.19M), VANTIV INC ($161.48M), BCS ($9.80M). Notable exits: SYMCEUR, CSX, ATUS.

All Holdings

#StockValue↓WeightChange
1
CHTRCHARTER COMMUNICATIONS INC N
CL A
$1.58B
7.71%
+0.2%
2
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$1.52B
7.40%
-24.4%
3
STZCONSTELLATION BRANDS INC
CL A
$1.41B
6.86%
+7.6%
4
ATVIEURACTIVISION BLIZZARD INC
COM
$1.28B
6.22%
-7.9%
5
CMCSACOMCAST CORP NEW
CL A
$1.25B
6.10%
+59.5%
6
AVGOBROADCOM LTD
SHS
$1.23B
6.00%
-4.3%
7
QUINTILES IMS HOLDINGS INC
COM
$956.00M
4.65%
-
8
UNHUNITEDHEALTH GROUP INC
COM
$862.27M
4.19%
+158.2%
9
METAFACEBOOK INC
CL A
$859.86M
4.18%
-18.4%
10
MSFTMICROSOFT CORP
COM
$843.96M
4.10%
+17.0%
11
PRICELINE GRP INC
COM NEW
$745.89M
3.63%
+0.0%
12
EXPEEXPEDIA INC DEL
COM NEW
$670.19M
3.26%
+2.9%
13
MAMASTERCARD INCORPORATED
CL A
$633.62M
3.08%
-3.3%
14
NOWSERVICENOW INC
COM
$619.57M
3.01%
+63.7%
15
INTRINTERCONTINENTAL EXCHANGE IN
COM
$601.10M
2.92%
+37.6%
16
ADBEADOBE SYS INC
COM
$586.56M
2.85%
-
17
CRMSALESFORCE COM INC
COM
$585.82M
2.85%
+136.8%
18
TRUTRANSUNION
COM
$583.46M
2.84%
+38.6%
19
EQIXEQUINIX INC
COM PAR $0.001
$568.43M
2.76%
-
20
VGRUPO TELEVISA SA
SPON ADR REP ORD
$514.21M
2.50%
+1.5%
21
EAELECTRONIC ARTS INC
COM
$499.88M
2.43%
+0.0%
22
PYPLPAYPAL HLDGS INC
COM
$429.85M
2.09%
+0.0%
23
MELIMERCADOLIBRE INC
COM
$422.19M
2.05%
New
24
WYNNWYNN RESORTS LTD
COM
$399.13M
1.94%
+0.0%
25
TMUST MOBILE US INC
COM
$281.27M
1.37%
-36.0%
26
AAPADVANCE AUTO PARTS INC
COM
$234.00M
1.14%
+15.1%
27
VANTIV INC
CL A
$161.48M
0.79%
New
28
LTESFFLEETCOR TECHNOLOGIES INC
COM
$124.05M
0.60%
-87.8%
29
BUDANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
$85.36M
0.42%
+0.0%
30
BCSBARCLAYS BK PLC
IPATH S&P500 VIX
$9.80M
0.05%
New

Position Changes

StockValueShares
MELIMERCADOLIBRE INC
$422.19M1,630,524
VANTIV INC
$161.48M2,291,437
BCSBARCLAYS BK PLC
$9.80M250,000