Lone Pine Capital

Lone Pine Capital as of March 31, 2013

Portfolio Holdings for Lone Pine Capital

Lone Pine Capital holds 58 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
priceline.com Incorporated 6.3 $1.2B 1.8M 688.16
Google 5.8 $1.1B 1.4M 794.19
Dollar General (DG) 3.7 $721M 14M 50.58
Gap (GPS) 3.7 $714M 20M 35.40
Monsanto Company 3.6 $704M 6.7M 105.63
News Corporation 3.5 $674M 22M 30.51
Cognizant Technology Solutions (CTSH) 3.5 $664M 8.7M 76.62
Dollar Tree (DLTR) 3.0 $582M 12M 48.43
Verisign (VRSN) 2.9 $563M 12M 47.27
Qualcomm (QCOM) 2.9 $556M 8.3M 66.94
Mead Johnson Nutrition 2.8 $544M 7.0M 77.45
Kinder Morgan (KMI) 2.8 $535M 14M 38.68
Ralph Lauren Corp (RL) 2.8 $534M 3.2M 169.31
eBay (EBAY) 2.7 $528M 9.7M 54.22
Equinix 2.6 $496M 2.3M 216.31
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.5 $489M 6.0M 81.29
Charter Communications 2.5 $477M 4.6M 104.18
Michael Kors Holdings 2.4 $459M 8.1M 56.79
Intuitive Surgical (ISRG) 2.3 $437M 889k 491.19
TransDigm Group Incorporated (TDG) 2.0 $391M 2.6M 152.92
Valeant Pharmaceuticals Int 1.9 $369M 4.9M 75.02
Wyndham Worldwide Corporation 1.9 $358M 5.5M 64.48
Cme (CME) 1.8 $340M 5.5M 61.41
Tripadvisor (TRIP) 1.8 $342M 6.5M 52.52
Lululemon Athletica (LULU) 1.7 $335M 5.4M 62.35
Visa (V) 1.7 $333M 2.0M 169.84
Kinder Morgan Inc/delaware Wts 1.6 $319M 62M 5.14
BE Aerospace 1.5 $287M 4.8M 60.28
American International (AIG) 1.5 $285M 7.3M 38.82
Capital One Financial (COF) 1.4 $279M 5.1M 54.95
Virgin Media 1.4 $277M 5.7M 48.97
WABCO Holdings 1.3 $243M 3.4M 70.59
Oceaneering International (OII) 1.2 $241M 3.6M 66.41
DaVita (DVA) 1.2 $236M 2.0M 118.59
J.B. Hunt Transport Services (JBHT) 1.2 $233M 3.1M 74.48
Walt Disney Company (DIS) 1.2 $224M 4.0M 56.80
Thermo Fisher Scientific (TMO) 1.1 $218M 2.8M 76.49
O'reilly Automotive (ORLY) 1.1 $214M 2.1M 102.44
Liberty Media 1.1 $214M 1.9M 111.63
Semgroup Corp cl a 1.1 $202M 3.9M 51.72
H&R Block (HRB) 1.0 $199M 6.8M 29.42
Sally Beauty Holdings (SBH) 0.9 $181M 6.2M 29.38
Colfax Corporation 0.8 $161M 3.5M 46.54
Grifols S A Sponsored Adr R (GRFS) 0.7 $125M 4.4M 28.29
Realogy Hldgs (HOUS) 0.6 $119M 2.4M 48.84
W.R. Grace & Co. 0.6 $116M 1.5M 77.51
Tesla Motors (TSLA) 0.3 $67M 1.8M 37.89
Sears Holdings Corporation 0.3 $64M 1.3M 49.97
Workday Inc cl a (WDAY) 0.3 $60M 981k 61.63
Pactera Technology- 0.2 $49M 7.6M 6.42
Canadian Pacific Railway 0.2 $47M 357k 130.47
Qualcomm (QCOM) 0.2 $39M 575k 66.94
Yandex Nv-a (YNDX) 0.2 $40M 1.7M 23.14
iSoftStone Holdings 0.1 $26M 5.3M 4.89
China Lodging 0.1 $18M 1.1M 16.46
Rackspace Hosting 0.1 $10M 200k 50.48
H&R Block (HRB) 0.0 $4.4M 150k 29.42
Quad/Graphics (QUAD) 0.0 $3.8M 160k 23.94