Stephen Mandel's Lone Pine Capital disclosed in an SEC filing its holdings as of December 31, 2018. The fund's six new buys during the fourth quarter included, by size of position, Booking (BKNG), Mastercard (MA), Tiffany (TIF), Autodesk (ADSK), and Salesforce (CRM). Lone Pine exited six positions in the quarter, including by size of previous position Alphabet (GOOG), Electronic Arts (EA), Nvidia (NVDA), First Data (FDC), Union Pacific (UNP), and FleetCor (FLT). The fund increased its stake in six holdings, including by size of previous position Amazon (AMZN), Facebook (FB), UnitedHealth (UNH), CSX (CSX), Constellation Brands (STZ), and TransUnion (TRU). Lone Pine reduced its stake in 10 positions, including by size of previous position Alibaba (BABA), Activision Blizzard (ATVI), Microsoft (MSFT), MercadoLibre (MELI), and Adobe (ADBE). The fund's top holdings as of December 31, in order of size, were Adobe, Amazon, Microsoft, Iqvia (IQV), and UnitedHealth.