LONE PINE CAPITAL LLC [Rocket]

Holdings

LONE PINE CAPITAL LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MICROSOFT CORP	MSFT	Common	2,502,085	-993,190	852,060,026,000	13,823,175,000	7.81	0.03	Hist	06/30/2023
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	SPONSORED ADS	6,410,367	-3,981,033	646,934,238,000	-127,121,148,000	5.93		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	4,895,544	-4,747,053	638,183,116,000	-171,795,032,000	5.85		Hist	06/30/2023
Bath & Body Works, Inc.	BBWI	COM	16,356,915	-4,273,316	613,384,313,000	-255,973,621,000	5.62	7.15	Hist	06/30/2023
RH	RH	Common Stock	1,773,069	0	584,385,812,000	110,639,506,000	5.36	8.04	Hist	06/30/2023
Workday, Inc.	WDAY	Common	2,579,619	-2,090,783	582,710,136,000	-198,788,231,000	5.34		Hist	06/30/2023
Booking Holdings Inc.	BKNG	COMMON STOCK	210,550	-9,825	568,554,482,000	124,437,152,000	5.21	0.57	Hist	06/30/2023
TransDigm Group INC	TDG	Common	582,986	-192,704	521,288,592,000	32,875,383,000	4.78	1.06	Hist	06/30/2023
Mastercard Inc	MA	CL A	1,176,808	-169,904	462,838,586,000	-5,453,578,000	4.24		Hist	06/30/2023
PTC INC.	PTC	COM	3,167,520	486,073	450,738,096,000	128,857,198,000	4.13	2.68	Hist	06/30/2023
LPL Financial Holdings Inc.	LPLA	Common	2,003,058	-4,264	435,524,901,000	1,602,104,000	3.99	2.58	Hist	06/30/2023
DICK'S SPORTING GOODS, INC.	DKS	Common	3,266,348	-1,748,806	431,778,542,000	-171,494,333,000	3.96	3.79	Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	891,167	-172,433	428,330,507,000	-135,568,941,000	3.93	0.10	Hist	06/30/2023
Floor & Decor Holdings, Inc.	FND	COM	3,757,299	1,931,111	390,608,804,000	263,451,334,000	3.58		Hist	06/30/2023
KKR & Co. Inc.	KKR	common	6,564,382	6,564,382	367,605,392,000	367,605,392,000	3.37	0.76	Hist	06/30/2023
Live Nation Entertainment, Inc.	LYV	Common	3,973,262	3,973,262	362,003,901,000	362,003,901,000	3.32	1.72	Hist	06/30/2023
Salesforce, Inc.	CRM	Common	1,694,996	1,145,993	358,084,855,000	285,292,547,000	3.28		Hist	06/30/2023
ASML HOLDING NV	ASML	N Y REGISTRY SHS	461,133	224,943	334,206,142,000	205,151,926,000	3.06		Hist	06/30/2023
VISA INC.	V	CL A	1,241,941	-841,806	294,936,149,000	-137,983,128,000	2.70		Hist	06/30/2023
HDFC BANK LTD	HDB	SPONSORED ADS	4,079,975	1,177,389	284,374,258,000	85,808,350,000	2.61		Hist	06/30/2023
ICICI BANK LTD	IBN	ADR	12,042,263	349,611	277,935,430,000	21,983,278,000	2.55		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	641,649	641,649	271,430,360,000	271,430,360,000	2.49	0.03	Hist	06/30/2023
EPAM Systems, Inc.	EPAM	Com	965,588	362,728	217,015,903,000	19,434,567,000	1.99		Hist	06/30/2023
BILL Holdings, Inc.	BILL	Common	1,823,538	1,823,538	213,080,415,000	213,080,415,000	1.95	1.72	Hist	06/30/2023
Moderna, Inc.	MRNA	Common	1,529,618	177,100	185,848,587,000	-57,090,696,000	1.70	0.40	Hist	06/30/2023
Sweetgreen, Inc.	SG	Common	4,556,503	0	58,414,368,000	19,365,137,000	0.54		Hist	06/30/2023
AvidXchange Holdings, Inc.	AVDX	Common Stock	5,080,632	0	52,736,960,000	2,235,478,000	0.48	2.55	Hist	06/30/2023
Marqeta, Inc.	MQ	Common	4,902,192	-11,707,634	23,873,675,000	-77,612,362,000	0.22	0.91	Hist	06/30/2023
Cheniere Energy, Inc.	LNG	Common	8,338	0	1,270,378,000	20,012,000	0.01		Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	0	-3,910,268	0	-253,268,058,000	0.00	0.00	Hist	06/30/2023
Valaris Ltd	VAL	Common	0	-653,320	0	-44,177,498,000	0.00	0.00	Hist	06/30/2023
THERMO FISHER SCIENTIFIC INC.	TMO	Common	0	-587,696	0	-323,638,310,000	0.00	0.00	Hist	06/30/2023
FIRST CITIZENS BANCSHARES INC /DE/	FCNCA	Common	0	-175,642	0	-133,199,867,000	0.00	0.00	Hist	06/30/2023
EQUIFAX INC	EFX	Common	0	-7,278	0	-1,414,552,000	0.00	0.00	Hist	06/30/2023